LSE - Delayed Quote GBp

HSBC Global Strategy Dynamic C Acc (0P0000WN7V.L)

318.65 -5.80 (-1.79%)
As of August 2 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 7.37%
5y Average Return 7.43%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Aug 2, 2024) 24.36%
Worst 1Y Total Return (Aug 2, 2024) --
Best 3Y Total Return 24.36%
Worst 3Y Total Return 5.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WN7V.L
Category
YTD
8.69%
0.00%
1-Month
3.31%
0.00%
3-Month
2.32%
0.00%
1-Year
15.80%
0.00%
3-Year
5.99%
0.00%
5-Year
8.21%
0.00%
10-Year
9.53%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WN7V.L
Category
2024
--
--
2023
11.95%
--
2022
-9.15%
--
2021
17.74%
--
2020
8.21%
--
2019
20.29%
--
2018
-5.33%
--
2017
12.53%
--

2016
24.36%
--
2015
3.58%
--
2014
10.05%
--
2013
12.66%
--
2012
11.87%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.23% 2.32% -- --
2023 2.44% 2.57% 0.09% 6.45%
2022 -2.31% -8.08% 0.67% 0.50%
2021 3.21% 5.92% 2.65% 4.92%
2020 -13.92% 14.71% 2.59% 6.83%
2019 9.11% 4.67% 2.37% 2.88%
2018 -4.88% 5.75% 4.17% -9.65%
2017 4.53% 1.12% 1.48% 4.90%
2016 2.02% 5.93% 9.08% 5.49%
2015 7.19% -5.59% -5.41% 8.20%

2014 -0.16% 3.14% 2.07% 4.69%
2013 8.26% -2.42% 3.11% 3.42%
2012 7.34% -3.68% 4.89% 3.15%

Rank in Category (By Total Return)

YTD 8
1-Month 4
3-Month 22
1-Year 6
3-Year 4
5-Year 2

Load Adjusted Returns

1-Year 15.80%
3-Year 5.99%
5-Year 8.21%
10-Year 9.53%

Performance & Risk

YTD Return 7.37%
5y Average Return 7.43%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HSBC Global Asset Management (UK) Ltd
Net Assets 2.38B
YTD Return 8.69%
Yield 1.75%
Morningstar Rating
Inception Date Nov 01, 2012

Fund Summary

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