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HSBC BALANCED PF - Fund overview

No Bestinvest rating

Overview of HSBC BALANCED PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HSBC BALANCED PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	January, 1991
Size	£1,815m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	379.30p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	5.01%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.51%

Bestinvest says

No information available.

Portfolio

hsbc balanced pf asset allocation illustration

Allocation		Proportion

	Equity	86%
	High yield bonds	–
	Quality bonds	10%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	4%

hsbc balanced pf equity geographic illustration

Allocation		Proportion

	UK	59%
	Europe	15%
	Nth America	13%
	Japan	4%
	Pacific	5%
	Other Equity	4%

hsbc balanced pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	77%
	Mid Caps	15%
	Small Caps	8%

View all performance data for HSBC BALANCED PF

Investment process

This fund aims for long term growth together with some income by investing in a broad range of investments including UK and overseas shares, Government bonds, and fixed interest securities. It has a broad spread of investments so should be less volatile than unit trusts and OEICs that only invest in shares.

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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