HSBC FTSE 100 Index Fund Accumulation C

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-YearAverageBelow Average4 star
10-Year*AverageAverage3 star
Overall*AverageAverage4 star
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1 Year Daily Volatility Chart (annualised)
  • HSBC FTSE 100 Index Fund Accumulation C
Volatility Measurements30/04/2022
3-Yr Std Dev15.77 %
3-Yr Mean Return5.36 %
3-Yr Sharpe Ratio0.32
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta0.990.97
3-Yr Alpha-0.31-0.07
* This share class has performance data calculated prior to the inception date, 2012-09-03. This is based upon a simulated/extended track record, using the track record of HSBC FTSE 100 Index Retail Acc (ISIN: GB0000412477), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(