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HSBC Global Strategy Adventurous IC (0P0001BGJC.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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164.40-0.28 (-0.17%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.41%
5-year average return8.83%
Number of years up4
Number of years down2
Best 1-yr total return (5 Jul 2024)21.14%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return21.14%
Worst 3-yr total return6.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001BGJC.LCategory
YTD6.48%0.00%
1-month0.78%0.00%
3-month2.66%0.00%
1-year16.03%0.00%
3-year7.48%0.00%
5-year9.57%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001BGJC.LCategory
2024
N/AN/A
2023
13.12%N/A
2022
-8.50%N/A
2021
20.73%N/A
2020
7.96%N/A
2019
21.14%N/A
2018
-5.59%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.39%N/AN/AN/A
20232.41%3.25%0.43%6.52%
2022-1.79%-8.49%1.30%0.51%
20214.01%6.63%3.09%5.60%
2020-15.47%15.65%2.73%7.51%
20199.87%4.82%1.90%3.22%
2018-4.53%5.76%4.88%-10.85%
20175.22%N/AN/AN/A

Rank in category (by total return)

YTD36
1-month61
3-month72
1-year14
3-year8
5-year6

Load adjusted returns

1-year16.03%
3-year7.48%
5-year9.57%
10-yearN/A