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HSBC Balanced Acc C

Mixed Investment 40-85% Shares
Price: £2.91|Change: 0.00 (-0.12%)

Pricing frequency 

Daily


Dealing cut off time 

11:00


Type 

OEIC


Yield 

2.30%


NAV 

£2.91


Ongoing charge 

0.68%


Latest actual NAV date 

18-03-2024


ISIN 

GB00BG0R5293


UCITS 

Yes


This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Performance 29/02/2024

1D | 1M | 3M | 1Y | 3Y ann | 5Y ann | 10Y ann


Total return (%)
Fund- 0.12
Category-
More...

Investment objective

The Fund aims to provide growth in the long term, which is a period of five years or more, together with income. To achieve its objective the Fund will invest in a range of asset classes including shares (equities) of companies, bonds and (through indirect investment) alternative asset classes such as property and hedge funds. The portfolio will be invested across global markets. The Fund will invest a minimum of 70% of its value in collective investment schemes that in turn invest in a range of asset classes, including schemes which aim to track an index. The Fund can invest up to 100% in collective investment schemes. The collective investment schemes in which the Fund may invest will, where possible, be those managed or operated by the HSBC Group.

Morningstar ratingTM


Morningstar sustainability ratingTM


AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.

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