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LSE - Delayed Quote GBP

HSBC Global Strategy Balanced C Acc (0P0000WN82.L)

2.5982
-0.0017
(-0.07%)
As of May 6 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.11%
5y Average Return 6.64%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 6, 2025) 19.53%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 19.53%
Worst 3Y Total Return 2.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WN82.L
Category
YTD
-1.98%
0.00%
1-Month
-3.65%
0.00%
3-Month
-1.98%
0.00%
1-Year
3.99%
0.00%
3-Year
3.50%
0.00%
5-Year
7.75%
0.00%
10-Year
6.37%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WN82.L
Category
2025
--
--
2024
10.82%
--
2023
10.43%
--
2022
-10.52%
--
2021
12.68%
--
2020
7.73%
--
2019
16.96%
--
2018
-4.20%
--

2017
9.86%
--
2016
19.53%
--
2015
2.17%
--
2014
9.34%
--
2013
10.01%
--
2012
9.95%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.98% -- -- --
2024 4.46% 1.71% 2.20% 2.06%
2023 2.34% 1.68% -0.38% 6.52%
2022 -3.17% -7.58% -0.54% 0.54%
2021 1.64% 4.79% 1.96% 3.76%
2020 -10.28% 11.57% 2.12% 5.39%
2019 7.76% 4.07% 2.32% 1.92%
2018 -3.90% 4.19% 2.97% -7.08%
2017 3.64% 0.89% 1.12% 3.91%
2016 2.14% 5.12% 7.96% 3.12%

2015 5.63% -4.84% -3.96% 5.83%
2014 0.49% 2.93% 1.59% 4.06%
2013 7.29% -2.30% 2.15% 2.74%
2012 5.73% -2.59% 4.03% 2.62%

Rank in Category (By Total Return)

YTD 92
1-Month 93
3-Month 92
1-Year 41
3-Year 13
5-Year 9

Load Adjusted Returns

1-Year 3.99%
3-Year 3.50%
5-Year 7.75%
10-Year 6.37%

Performance & Risk

YTD Return -2.11%
5y Average Return 6.64%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HSBC Asset Management (Fund Services UK) Limited
Net Assets 5.39B
YTD Return -1.98%
Yield 0.71%
Morningstar Rating
Inception Date Dec 02, 2019

Fund Summary

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