HSBC Balanced Inst Acc
Shares Class | Inc. |
---|---|
Yield | 2.32 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 2.32 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 342,069,300.00 | Launch Date | 14/09/1992 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BYRKGL32 | Min Topup (£) | 1,000,000.00 | Ongoing Charge (%) | 0.1100 (on 15/07/2020) |
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 types such as shares of companies (equities), bonds, property, hedge funds and cash. The portfolio will be invested across global markets. The Fund will invest at least 70% and up to 100% of its value in other funds that in turn invest in a range of asset types, including funds which aim to track an index.
Justin Mark Turner
Justin has over 22 years of experience in the financial services industry and joined HSBC Global Asset Management in 1994 having worked previously in the commercial banking arm of the HSBC Group. During this time Justin has worked across our institutional, wholesale and wealth businesses, heading our institutional client management team and maintaining responsibility for key institutional clients, including insurers, banks, trusts and pension schemes. He is a Board Director of Mark & Spencer Unit Trust Management Ltd and Marks & Spencer Savings and Investment Ltd as well as member of the HSBC Global Asset Management UK Investment Committee and Asset Allocation Committee.Justin currently manages multi-asset class portfolios for institutional clients as well as working across the broader investment business to ensure effective communication of our investment processes and views. Justin is a graduate of Financial Services, a holder of the Investment Management Certificate, passed the Chartered Financial Analyst (CFA), level I in 2000 and Authorised by the FSA in the UK.
Tobyn Dickinson
Tobyn Dickinson is a fund manager in the Developed equity team and has been working in the industry since 2005. Prior to joining HSBC in 2006 Tobyn worked for a private client investment manager. Tobyn has a BA in Combined Studies (French Spanish and Law) from Newcastle University and is a CFA charterholder.
Guy Froud
Name | Weight |
---|---|
International Equities | 17.00% |
Money Market | 1.00% |
Others | 81.00% |
Name | Weight |
---|---|
Communications | 0.00% |
Consumer Discretionary | 2.00% |
Consumer Staples | 2.00% |
Energy | 1.00% |
Financials | 3.00% |
Health Care | 1.00% |
Industrials | 2.00% |
Information Technology | 0.00% |
Materials | 1.00% |
Money Market | 1.00% |
Mutual Funds | 81.00% |
Real Estate | 0.00% |
Utilities | 0.00% |
Name | Weight |
---|---|
HSBC AMERICAN INDEX INSTITUTIO | 11.00% |
HSBC FTSE ALL-WORLD INDEX INST | 10.00% |
HSBC GIF GLOBAL EM LOCAL DBT Z | 7.00% |
HSBC MULTI-FACTOR WORLDWIDE EQ | 7.00% |
HSBC FTSE ALL SHARE INDEX INST | 6.00% |
HSBC US MULTI-FACTOR EQ INSTL | 4.00% |
HSBC EUROPEAN INDEX INST INC | 3.00% |
HSBC GIF GLOBAL RE EQ ZD | 3.00% |
HSBC MSCI EMERG MKTS ETF | 3.00% |
HSBC GIF GLOBAL EM BD ZQ1 | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.