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HSBC Global Strategy Balanced Portfolio (F00000N78F.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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164.00-2.00 (-1.20%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up3
Number of years downN/A
Best 1-yr total return (Invalid Date)9.20%
Worst 1-yr total return (Invalid Date)1.29%
Best 3-yr total return9.20%
Worst 3-yr total return6.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF00000N78F.LCategory
YTD2.18%2.91%
1-month0.22%0.67%
3-month4.70%2.91%
1-year-0.59%12.90%
3-year4.18%6.44%
5-year0.00%6.97%
10-year0.00%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F00000N78F.LCategory
2018
N/AN/A
2017
9.50%N/A
2016
18.72%N/A
2015
1.44%1.35%
2014
8.60%5.51%
2013
9.34%9.90%
2012
N/A8.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-4.03%4.02%2.80%N/A
20173.48%0.80%0.91%4.03%
20161.95%4.94%7.80%2.93%
20155.48%-4.95%-4.26%5.67%
20140.33%2.76%1.44%3.84%
20137.21%-2.49%1.98%2.56%
2012-2.71%3.94%2.70%N/A

Rank in category (by total return)

YTD22
1-month69
3-month22
1-year26
3-year32
5-yearN/A

Load adjusted returns

1-year-4.56%
3-year2.77%
5-yearN/A
10-yearN/A