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HSBC BALANCED C

Bestinvest LogoBalanced mandate holding equity and fixed interest investments.

PRICE (INC)

155.8p

PRICE (ACC)

272.4p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.6%

ONGOING CHARGE

0.68%

YIELD

2.2%

1 YEAR
2.40%
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Prices as at 04 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund aims to provide growth in the long term, which is a period of five years or more, together with income. To achieve its objective the Fund will invest in a range of asset classes including shares (equities) of companies, bonds and (through indirect investment) alternative asset classes such as property and hedge funds. The portfolio will be invested across global markets. The Fund will invest a minimum of 70% of its value in collective investment schemes that in turn invest in a range of asset classes, including schemes which aim to track an index. The Fund can invest up to 100% in collective investment schemes. The collective investment schemes in which the Fund may invest will, where possible, be those managed or operated by the HSBC Group.

Fund summary

SectorMixed Investment 40-85% Shares
StructureOEIC
LaunchedDecember 2013
Size£319m
Yield2.2%
Dividends paidMarch, September

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.6%
Ongoing Charges Figure0.68%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning