LSE - Delayed Quote GBp

HSBC Global Property Fund Retail Income (0P0000A0D6.L)

169.00 +1.00 (+0.60%)
At close: February 7 at 8:00 PM GMT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return 20.70%
Worst 1Y Total Return -19.39%
Best 3Y Total Return 20.70%
Worst 3Y Total Return 3.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000A0D6.L
Category
YTD
1.35%
2.02%
1-Month
1.35%
-1.50%
3-Month
0.39%
2.02%
1-Year
8.69%
-1.27%
3-Year
5.95%
2.69%
5-Year
5.71%
5.29%
10-Year
7.77%
-0.83%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000A0D6.L
Category
2019
13.75%
--
2018
-0.76%
--
2017
2.99%
--
2016
9.51%
--
2015
6.15%
-1.46%
2014
16.89%
11.79%
2013
6.28%
3.71%
2012
11.41%
24.53%

2011
-5.39%
-7.80%
2010
15.87%
16.15%
2009
20.70%
35.56%
2008
-19.39%
-47.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 8.77% -0.46% 5.16% -0.09%
2018 -4.23% 6.82% -0.25% -2.75%
2017 1.13% -0.57% -0.33% 2.76%
2016 3.10% 5.52% 2.92% -2.20%
2015 6.70% -6.65% 1.29% 5.21%
2014 4.50% 2.49% 1.79% 7.22%
2013 7.24% 0.25% -1.96% 0.83%
2012 4.68% 1.01% 1.70% 3.61%
2011 -0.09% 2.45% -9.47% 2.10%
2010 6.72% -1.31% 5.24% 4.55%

2009 -9.63% 11.47% 17.33% 2.13%
2008 -0.89% -7.94% -2.18% -9.68%

Rank in Category (By Total Return)

YTD 64
1-Month 64
3-Month 22
1-Year 79
3-Year 60
5-Year 74

Load Adjusted Returns

1-Year 8.69%
3-Year 5.95%
5-Year 5.71%
10-Year 7.77%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category Property - Indirect Global
Fund Family HSBC Global Asset Management (UK) Ltd
Net Assets 404.85M
YTD Return 1.35%
Yield 1.78%
Morningstar Rating
Inception Date Dec 04, 2007

Fund Summary

The Fund aims to provide growth in the long term, which is a period of five years or more. To achieve its objective, the Fund will invest at least 80% of its value in property-related securities and collective investment schemes that, in turn, invest in direct property (physical buildings) and property-related securities. There will be no geographical restrictions. The Fund may also invest up to 20% of its value in money market instruments, deposits, cash and collective investment schemes that invest in such assets to manage day-to-day cash flow requirements. The collective investment schemes in which the Fund may invest will, where possible, be those managed or operated by the HSBC Group. The Fund may invest in derivatives for efficient portfolio management purposes, including hedging. This means investment techniques that aim to reduce risks, reduce costs or generate growth and income.

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