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Hsbc World Selection - Balanced Portfolio Institutional Accumulation (0P0000ZWXK)

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3.27 -0.01    -0.19%
20/12 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 5.17B
Type:  Fund
Market:  United Kingdom
Issuer:  HSBC Global Asset Management (UK) Ltd
ISIN:  GB00B3QVSQ99 
Asset Class:  Equity
HSBC World Selection - Balanced Portfolio Institut 3.27 -0.01 -0.19%

0P0000ZWXK Overview

 
On this page you'll find an in-depth profile of Hsbc World Selection - Balanced Portfolio Institutional Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZWXK among other information.
Category

GBP Moderate Allocation

Total Assets

5.17B

Expenses

Inception Date

Dec 17, 2009

Investment Strategy

The Fund aims to provide growth in line with its risk profile in the long term, which is a period of five years or more. To achieve its objective the Fund will invest a minimum of 70% in collective investment schemes that in turn invest in shares of companies (equities), bonds, derivatives and alternative asset classes such as property, hedge funds, private equity and commodities. The Fund may also invest up to 30% directly in bonds where the investment objective can be more efficiently achieved and may also invest directly in shares of companies in limited circumstances. The Fund will be invested across global markets.

Contact Information

Address HSBC Asset Management (Fund Services UK) Limited
,
United Kingdom
Phone -

Top Executives

Name Title Since Until
Kate Morrissey - 2019 Now
David J McNay - 2019 2020
Not Disclosed - 2018 2019
Beverley Jane Davies - 2017 2018
Anthony James Dunsford - 2016 2017
Caroline Margaret Hitch Senior Portfolio Manager 2009 2017
Biography Ms. Hitch is a Senior Portfolio Manager and Team Head of Multi Asset Solutions at HSBC Global Asset Management (USA) Inc. She is primarily responsible for determining the Funds’ allocation to each asset class. Ms. Hitch has been with Multi Asset Solutions as a Senior Portfolio Manager since August 2009 and was named Team Head in August 2010. She previously held positions as a portfolio manager for both retail and institutional clients of the Adviser as well as other industry related roles. She first joined the HSBC Group (James Capel & Co) in 1981.Ms. Hitch holds an Economics degree from Cambridge University and has over 24 years of experience in financial services.
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