LSE - Delayed Quote GBP

HSBC FTSE All-World Index Instl Acc (0P00013P6H.L)

3.1443
-0.0189
(-0.60%)
At close: May 27 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -1.83%
5y Average Return 11.76%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 30, 2025) 29.30%
Worst 1Y Total Return (May 30, 2025) --
Best 3Y Total Return 29.30%
Worst 3Y Total Return 7.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00013P6H.L
Category
YTD
-6.68%
0.00%
1-Month
-1.86%
0.00%
3-Month
-10.51%
0.00%
1-Year
3.82%
0.00%
3-Year
7.40%
0.00%
5-Year
11.63%
0.00%
10-Year
10.32%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00013P6H.L
Category
2025
--
--
2024
19.50%
--
2023
15.49%
--
2022
-7.73%
--
2021
20.24%
--
2020
12.76%
--
2019
22.90%
--
2018
-4.65%
--

2017
13.23%
--
2016
29.30%
--
2015
3.18%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.92% -- -- --
2024 8.81% 2.98% 0.53% 6.08%
2023 3.22% 3.80% 1.06% 6.66%
2022 -1.74% -9.58% 3.17% 0.67%
2021 3.82% 6.72% 2.71% 5.65%
2020 -15.26% 18.43% 3.78% 8.27%
2019 9.18% 7.07% 3.08% 1.99%
2018 -5.84% 8.28% 5.28% -11.17%
2017 5.49% 0.20% 1.60% 5.44%
2016 2.64% 6.83% 9.54% 7.65%

2015 7.69% -5.66% -7.30% 9.57%
2014 4.61% -- -- --

Rank in Category (By Total Return)

YTD 49
1-Month 35
3-Month 47
1-Year 34
3-Year 31
5-Year 25

Load Adjusted Returns

1-Year 3.82%
3-Year 7.40%
5-Year 11.63%
10-Year 10.32%

Performance & Risk

YTD Return -1.83%
5y Average Return 11.76%
Rank in Category (ytd) 49
% 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 4.38B
YTD Return -6.68%
Yield 1.74%
Morningstar Rating
Inception Date Oct 10, 2017

Fund Summary

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