YHD - Delayed Quote • GBp
HSBC UK Freestyle Institutional A (GB00B0666K31.L)
At close: June 28 at 6:07 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.24% |
| Worst 1Y Total Return | -33.85% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GB00B0666K31.L | Category Average | GB00B0666K31.L | Category Average | GB00B0666K31.L | Category Average | |
| Alpha | 0.92 | -0 | 0.35 | 0.01 | -0.01 | -0 |
| BETA | 0.94 | 0.01 | 1.02 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.42 | 0.01 | 0.52 | 0.01 | 0.46 | 0.01 |
| R-squared | 87.02 | 0.77 | 85.31 | 0.85 | 88.86 | 0.9 |
| Standard Deviation | 10.65 | 0.1 | 12.42 | 0.1 | 14.47 | 0.15 |
| Sharpe Ratio | 0.42 | 0.01 | 0.46 | 0.01 | 0.24 | 0 |
| Treynor Ratio | 4.32 | 0.07 | 4.96 | 0.1 | 2.69 | 0.04 |
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