YHD - Delayed Quote • GBp
HSBC UK Freestyle Institutional A (GB00B0666K31.L)
At close: June 28 at 6:07 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 1,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Old Mutual Wealth
- Amber by Request
- Amber
- Sippcentre
Fund Summary
The fund seeks to provide long term capital growth and income by investing in a concentrated portfolio of predominantly UK equities. The fund seeks to invest in a concentrated portfolio of predominantly UK equities, with target delivery of absolute performance regardless of the prevailing market conditions. Stocks are selected regardless of their inclusion in market indices so there are no benchmark constraints.
Fund Overview
| Category | UK Large-Cap Blend Equity |
| Fund Family | HSBC Global Asset Management (UK) Ltd |
| Net Assets | 63.64M |
| YTD Return | -0.71% |
| Yield | 3.02% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2005 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
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