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Hsbc Global Strategy Dynamic Portfolio Retail X Accumulation (0P0000UDOD)

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3.34 +0.04    +1.17%
22/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  HSBC Global Asset Management (UK) Ltd
ISIN:  GB00B3SSR724 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 2.86B
HSBC Global Strategy Dynamic Portfolio Retail X Ac 3.34 +0.04 +1.17%

0P0000UDOD Overview

 
Find basic information about the Hsbc Global Strategy Dynamic Portfolio Retail X Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000UDOD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.93%
Prev. Close3.3
Risk Rating
TTM Yield1.54%
ROE25.01%
IssuerHSBC Global Asset Management (UK) Ltd
TurnoverN/A
ROA10.88%
Inception DateOct 17, 2011
Total Assets2.86B
ExpensesN/A
Min. Investment1,000
Market Cap95.46B
CategoryGBP Moderately Adventurous Allocation
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Hsbc Global Strategy Dynamic Portfolio Retail X Accumulation Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1114 1027 1216 1167 1474 2387
Fund Return 11.36% 2.73% 21.63% 5.28% 8.07% 9.09%
Place in category 69 68 82 53 19 8
% in Category 6 7 8 5 4 2

Top Other Funds by HSBC Asset Management (Fund Services UK) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dynamic Portfolio Accumulation C 2.86B 10.35 5.60 9.47
  Dynamic Portfolio Income C 2.86B 10.38 5.61 9.48
  - Dynamic Portfolio C Accumulation 2.22B 10.10 5.36 8.41
  - Dynamic Portfolio C Income 2.22B 10.10 5.36 8.40
  Institutional Accumulation 2.22B 10.46 5.82 8.94

Top Funds for GBP Moderately Adventurous Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 80 Equity Fund A Acc 12.92B 2.96 6.53 8.34
  LifeStrategy 80 Equity Fund A Inc 12.92B 2.96 6.53 8.34
  Baillie Gifford Managed A Acc 4.99B 0.81 -4.98 6.40
  Baillie Gifford Managed A Inc 4.99B 0.82 -4.98 6.40
  Baillie Gifford Managed B Acc 4.99B 1.01 -3.98 7.58

Top Holdings

Name ISIN Weight % Last Change %
  HSBC American Index Fund Institutional Accumulatio GB0000473313 32.44 14.77 +1.55%
  HSBC S&P 500 UCITS IE00B5KQNG97 13.71 4,814.5 +1.02%
HSBC Global Government Bond ETF ZQHUSD IE00BFYDNQ69 10.62 - -
  HSBC FTSE EPRA/NAREIT Developed UCITS IE00B5L01S80 8.42 1,774.3 +1.28%
  HSBC MSCI Emerging Markets UCITS IE00B5SSQT16 8.39 864.75 +0.68%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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