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HSBC WORLD SELECTION DYNAMIC PORTFOLIO - Fund overview

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Overview of HSBC WORLD SELECTION DYNAMIC PORTFOLIO

Only available through HSBC Bank.

Standard Initial Charge

4.00% 4.00%

Fund summary

Sector  Unclassified
Product type  UNIT TRUST
Launched  January, 2009
Size  £442m
Yield 0.5%
Charging basis  –
Dividends paid  16th Jun, 15th Dec
Bid price(inc) 123.40p
Bid price(acc) 124.40p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 4.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 2.15%
Reduction in yield (10yr) 2.55%

Bestinvest says


No information available.

Portfolio

hsbc world selection dynamic portfolio asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
hsbc world selection dynamic portfolio equity geographic illustration
Allocation Proportion
UK 25%
Europe 23%
Nth America 22%
Japan 12%
Pacific 12%
Other Equity 6%
hsbc world selection dynamic portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


This fund aims to provide capital growth through dynamic investment in a broad range of asset classes across global markets.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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