HSBC World Selection - Dynamic Portfolio Accumulation CRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 10.94 | -5.46 | 17.98 | 6.15 | 15.94 | -7.39 | 10.01 | 5.16 |
+/- Category | 0.93 | 0.90 | 2.31 | 0.90 | 4.79 | 2.70 | 1.65 | 1.72 |
+/- Category Index | - | - | - | 1.63 | 3.67 | -0.12 | -0.65 | 1.35 |
% Rank in Category | 35 | 36 | 21 | 41 | 8 | 24 | 26 | 9 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | -0.02 | -0.15 |
1 Week | 0.29 | -0.23 | -0.21 |
1 Month | -1.33 | -0.87 | -1.70 |
3 Months | 4.08 | 0.67 | -0.27 |
6 Months | 10.91 | 1.06 | -0.34 |
YTD | 4.71 | 1.41 | -0.22 |
1 Year | 13.08 | 4.47 | 0.78 |
3 Years Annualised | 5.10 | 2.86 | 0.28 |
5 Years Annualised | 6.79 | 2.34 | 0.75 |
10 Years Annualised | 8.30 | 2.83 | 1.41 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.47 | - | - | - |
2023 | 1.70 | 1.89 | 0.17 | 5.99 |
2022 | -1.02 | -7.92 | 0.83 | 0.78 |
2021 | 2.94 | 5.84 | 2.05 | 4.27 |
2020 | -15.47 | 14.61 | 2.24 | 7.16 |
2019 | 8.62 | 4.35 | 1.64 | 2.41 |
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