LSE - Delayed Quote GBP
HSBC FTSE 100 Index Accumulation C (0P0000WN79.L)
3.4077
+0.0267
+(0.79%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.13% |
| 5y Average Return | 12.07% |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 2, 2025) | 18.54% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 18.54% |
| Worst 3Y Total Return | -1.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000WN79.L
Category
- YTD
- 5.56%
- 0.00%
- 1-Month
- -2.20%
- 0.00%
- 3-Month
- 5.56%
- 0.00%
- 1-Year
- 11.28%
- 0.00%
- 3-Year
- 7.99%
- 0.00%
- 5-Year
- 12.48%
- 0.00%
- 10-Year
- 6.18%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000WN79.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.93% | 4.54% | 1.39% | -0.54% |
| 2023 | 3.32% | -0.47% | 2.99% | 1.49% |
| 2022 | 3.74% | -4.28% | -2.71% | 8.78% |
| 2021 | 5.18% | 4.92% | 2.52% | 3.99% |
| 2020 | -24.24% | 10.05% | -4.06% | 10.95% |
| 2019 | 9.23% | 3.48% | 1.03% | 2.61% |
| 2018 | -6.51% | 9.78% | -1.14% | -9.76% |
| 2017 | 4.34% | 1.67% | 1.05% | 4.28% |
| 2016 | 0.00% | 4.10% | 8.81% | 4.17% |
| 2015 | 5.06% | -2.33% | -7.36% | 4.30% |
| 2014 | -0.45% | 2.29% | -0.61% | -0.61% |
| 2013 | 10.12% | -2.06% | 4.39% | 5.28% |
| 2012 | 5.29% | -2.50% | 4.66% | 3.02% |
| 2011 | 0.85% | 0.10% | -12.43% | 9.33% |
| 2010 | 6.00% | -12.00% | 13.14% | 7.43% |
| 2009 | -11.75% | 12.23% | 21.07% | 5.45% |
| 2008 | -10.70% | -1.05% | -12.87% | -7.12% |
| 2007 | 2.13% | 4.23% | -0.86% | 0.62% |
| 2006 | 7.58% | -1.92% | 2.78% | 4.37% |
| 2005 | 3.31% | 4.67% | 7.40% | 2.56% |
| 2004 | -0.50% | 2.29% | 2.98% | 4.74% |
| 2003 | -6.73% | 12.34% | 2.74% | 8.12% |
| 2002 | 1.72% | -12.63% | -17.67% | 4.90% |
| 2001 | -8.81% | 0.00% | -14.06% | 8.49% |
| 2000 | -5.16% | -3.32% | 0.48% | -2.05% |
| 1999 | 8.12% | -0.19% | -4.95% | 15.51% |
| 1998 | 15.11% | -1.39% | -13.82% | 15.80% |
| 1997 | 5.94% | 6.65% | 13.52% | -2.38% |
| 1996 | 0.77% | -0.80% | 7.45% | 3.58% |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 34 |
| 3-Month | 21 |
| 1-Year | 26 |
| 3-Year | 24 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | 11.28% |
| 3-Year | 7.99% |
| 5-Year | 12.48% |
| 10-Year | 6.18% |
Performance & Risk
| YTD Return | 6.13% |
| 5y Average Return | 12.07% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | HSBC Asset Management (Fund Services UK) Limited |
| Net Assets | -- |
| YTD Return | 5.56% |
| Yield | 3.39% |
| Morningstar Rating | |
| Inception Date | Oct 10, 2017 |
Fund Summary
Fund Summary Information Not Available
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