HSBC World Selection – Dividend Distribution Portfolio AccRegister 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 | 6.31 | -4.98 | 12.88 | 2.81 | 8.87 | -10.10 | 8.48 | 1.77 |
+/- Category | -1.14 | 0.50 | 0.47 | -1.27 | 0.80 | 0.36 | 0.95 | -0.09 |
+/- Category Index | - | - | - | -2.48 | 0.87 | -0.84 | -0.78 | -0.41 |
% Rank in Category | 93 | 27 | 83 | 70 | 39 | 51 | 34 | 56 |
Trailing Returns (GBP) | 13/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.20 | 0.38 |
1 Week | 2.35 | 0.71 | 1.47 |
1 Month | 1.20 | -0.21 | -0.21 |
3 Months | 3.84 | -0.12 | -0.84 |
6 Months | 9.99 | 0.59 | 0.36 |
YTD | 3.78 | 0.16 | -0.58 |
1 Year | 10.37 | 1.80 | 0.06 |
3 Years Annualised | 2.63 | 0.87 | -0.67 |
5 Years Annualised | 3.78 | 0.37 | -0.92 |
10 Years Annualised | 4.47 | 0.53 | -0.98 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.86 | - | - | - |
2023 | 1.36 | 0.73 | -0.93 | 7.24 |
2022 | -3.09 | -6.97 | -0.72 | 0.45 |
2021 | 0.76 | 4.48 | 0.96 | 2.44 |
2020 | -15.23 | 12.56 | 1.15 | 6.53 |
2019 | 5.90 | 3.21 | 2.13 | 1.12 |
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