HSBC Global Sustainable Multi-Asset Adventurous Portfolio C Acc (0P0001JGDM.L)
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HSBC Global Sustainable Multi-Asset Adventurous Portfolio C Acc
8 Canada Square
HSBC Global Asset Management (UK) Ltd.
0800 181 890
Management information
,Lead manager since 20 April 2020
Justin is an Associate Director of Investment Funds with responsibility for the HSBC Bank's onshore and offshore range of investment vehicles. He joined HSBC Asset Management in 1994 and prior to this spent four years with the HSBC Bank in a variety of roles. Justin is a Bachelor graduate of Financial Services, a holder of the Investment Management Certificate and is a Chartered Financial Analyst (CFA) Candidate, Level II.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyHSBC Global Asset Management (UK) Ltd
Net assets31.42M
YTD return4.08%
Yield1.29%
Morningstar rating★★★
Inception date20 Apr 2020
Fund operations
Last dividend0.00
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001JGDM.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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