Frankfurt - Delayed Quote EUR

HSBC Europe Equity Income IC (0P0000WG7A.F)

2,330.24 -11.37 (-0.49%)
As of April 24 at 10:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.11%
5y Average Return 8.25%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 24, 2024) 21.68%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 21.68%
Worst 3Y Total Return -0.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WG7A.F
Category
YTD
8.72%
0.00%
1-Month
4.85%
0.00%
3-Month
8.72%
0.00%
1-Year
18.51%
0.00%
3-Year
11.22%
0.00%
5-Year
8.71%
0.00%
10-Year
6.96%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WG7A.F
Category
2024
--
--
2023
18.85%
--
2022
-3.57%
--
2021
20.61%
--
2020
-7.72%
--
2019
21.68%
--
2018
-9.64%
--
2017
11.13%
--

2016
-2.46%
--
2015
11.40%
--
2014
7.16%
--
2013
17.61%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.72% -- -- --
2023 9.04% 2.67% 0.02% 6.15%
2022 -3.76% -5.73% -6.10% 13.20%
2021 9.25% 3.24% 1.24% 5.62%
2020 -21.59% 10.78% -2.46% 8.92%
2019 11.15% 1.74% 2.70% 4.78%
2018 -6.09% 3.51% 0.86% -7.84%
2017 5.44% 0.42% 2.99% 1.91%
2016 -7.23% -0.85% 1.63% 4.33%
2015 14.74% -2.58% -4.27% 4.11%

2014 0.67% 4.39% 1.73% 0.23%
2013 5.32% -0.63% 6.86% 5.16%

Rank in Category (By Total Return)

YTD 6
1-Month 11
3-Month 6
1-Year 5
3-Year 3
5-Year 9

Load Adjusted Returns

1-Year 14.96%
3-Year 10.09%
5-Year 8.05%
10-Year 6.64%

Performance & Risk

YTD Return 8.11%
5y Average Return 8.25%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HSBC Global Asset Management (France)
Net Assets 119.12M
YTD Return 8.72%
Yield 0.00%
Morningstar Rating
Inception Date Oct 27, 2005

Fund Summary

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