Fact sheet: HSBC Pfl World Seltn 1

Fund information
Fund name
HSBC Portfolios World Selection 1 AC USD GBP
Fund manager company
HSBC Investment Funds (Lux) SA
Fund type
Offshore Fund
Fund managers
  • Caroline Margaret Hitchsince 01/06/2011
  • Jim Dunsfordsince 01/01/2016
Fund objective
Aims to provide long term total return by investing in a portfolio of fixed income and equity securities consistent with a low risk investment strategy.
Benchmark
  • No Specified Index
Investment style
Cautious
Investment method
None
Quick stats
1 Year return
25.3%
1 Year rank in sector
1/84
Sector
FO Mixed Asset - Cautious
Yield
-
Ongoing charge (OCF)
?A fund’s ongoing charges figure (OCF) is similar to the old-style total expense ratio. It reflects the annual charge to investors in the fund, in percentage terms, but does not include extra performance-related fees (where these are levied) or the fund’s trading expenses on its underlying investments.
1.28%
Fund size
£472m (£525m last year)
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
25
Top in this sector
Fund name1 Year
HSBC Pfl World Seltn 125.3%
SEI GblMtiAtInc23%
Towry A455017.1%
SEI Core16.3%
CG Capital Value15%
...more in FO Mixed Asset - Cautious

Performance snapshot

Holdings snapshot

  • International77%
    Global Emerging Markets9%
    Not Specified8%
    Money Market6%
  • No data available.
  • Global Government Fixed Interest36.5%
    Global Corporate Fixed Interest20%
    International Equities13%
    Global High Yield Fixed Interest10.5%
    Global Emerging Market Fixed Interest9%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund1.6%5.6%14.4%25.3%39.1%49.7%
Sector0%3.1%3.7%4.7%9.1%20.1%
Rank within sector2 / 8810 / 871 / 861 / 841 / 644 / 56
Quartile1st1st1st1st1st1st
Calendar performance
 YTD - 20162015201420132012
Fund20.8%4.3%12.2%-0.1%3.7%
Sector3.8%-0.7%4.3%4.2%6.1%
Rank within sector1 / 866 / 802 / 6656 / 6149 / 56
Quartile1st1st1st4th4th
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
9.3
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
0.42
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
0.76
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
9.17
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
9.27
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
0.73
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.03
Price movement
52 week high10.21
52 week low8.08
Current bid price-
Current offer price-
Current mid price10.15
Region
1International77%
2Global Emerging Markets9%
3Not Specified8%
4Money Market6%
Industry sector
No data available.
Asset type
1Global Government Fixed Interest36.5%
2Global Corporate Fixed Interest20%
3International Equities13%
4Global High Yield Fixed Interest10.5%
5Global Emerging Market Fixed Interest9%
6Money Market6%
7Property5%
Individual holdings
1HSBC GLOBAL GOVERNMENT BOND STRATEGY25.8%
2HSBC GLOBAL CORPORATE BOND STRATEGY11.5%
3HSBC GIF GLOBAL GOVERNMENT BOND8.8%
4HSBC GIF GLOBAL HIGH YIELD BOND8%
5HSBC GIF GLOBAL EMERGING MARKETS LOCAL DEBT AD USD6%
6HSBC FTSE ALL-WORLD INDEX5.9%
7HSBC GIF GLOBAL CORPORATE BOND5.5%
8HSBC GIF GLOBAL REAL ESTATE EQUITY5%
9HSBC GIF GLOBAL EMERGING MARKETS BOND3%
Management
Fund manager group
HSBC
Fund manager company
HSBC Investment Funds (Lux) SA
Fund type
Offshore Fund
Fund objective
Aims to provide long term total return by investing in a portfolio of fixed income and equity securities consistent with a low risk investment strategy.
Benchmark
  • No Specified Index
Investment style
Cautious
Investment method
None
Fund managers
NameSinceBiography
Caroline Margaret Hitch01/06/2011Caroline is Head of Wealth Portfolio Management - Retail for the London based UK Wealth team. She is responsible for a wide range of investment activities focussed on developing managing and reporting on the department's retail multi asset products including the flagship World Selection portfolios. Caroline re-joined HSBC in 2005 and has many years of investment experience gained through portfolio management for both institutional and retail clients and has also run a number of change management projects related to optimising investment processes. After graduating from Cambridge University with a degree in Economics Caroline joined James Capel & Co in London. Subsequently she has lived and worked in a number of other locations including the Channel Islands and Hong Kong and has been extensively involved with the activities of the investment teams in Europe and North America. Her career includes 10 years managing specialist fixed interest portfolios for central banks and other institutional clients.
Jim Dunsford01/01/2016
Compliance
UCITS V Compliant, MAS Unrestricted Scheme
Domicile
No data available.
Fund for sale in
Bahrain, Brunei Darussalam, Germany, France, United Kingdom, Greece, Guernsey, Hong Kong, Isle of Man, Jersey, Lebanon, Luxembourg, Macau, Malta, Offshore, Oman, Poland, Qatar, Singapore, United Arab Emirates, Viet Nam
HSBC Portfolios World Selection 1 AC USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.28%
Total expense ratio (TER)1.29%
Bid price-
Offer price-
Mid price13.1863
CurrencyUSD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeHSZ2
HSBC Portfolios World Selection 1 AC USD CZK
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.28%
Total expense ratio (TER)1.29%
Bid price-
Offer price-
Mid price318.402
CurrencyCZK
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFMAJ
HSBC Portfolios World Selection 1 AC USD EUR
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.28%
Total expense ratio (TER)1.29%
Bid price-
Offer price-
Mid price11.783
CurrencyEUR
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFMAK
HSBC Portfolios World Selection 1 AC USD GBP
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.28%
Total expense ratio (TER)1.29%
Bid price-
Offer price-
Mid price10.1527
CurrencyGBP
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFMAL
HSBC Portfolios World Selection 1 AC USD HKD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.28%
Total expense ratio (TER)1.29%
Bid price-
Offer price-
Mid price102.2527
CurrencyHKD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeBMCN
HSBC Portfolios World Selection 1 AC USD PLN
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.28%
Total expense ratio (TER)1.29%
Bid price-
Offer price-
Mid price50.5951
CurrencyPLN
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFMAM
HSBC Portfolios World Selection 1 AC USD SGD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.28%
Total expense ratio (TER)1.29%
Bid price-
Offer price-
Mid price17.9604
CurrencySGD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeBMBQ
HSBC Portfolios World Selection 1 ACHEUR
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.27%
Total expense ratio (TER)1.28%
Bid price-
Offer price-
Mid price12.8031
CurrencyEUR
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeHSZ3
HSBC Portfolios World Selection 1 ACHEUR USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.27%
Total expense ratio (TER)1.28%
Bid price-
Offer price-
Mid price14.3279
CurrencyUSD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFKQB
HSBC Portfolios World Selection 1 ACHGBP
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.32%
Total expense ratio (TER)1.33%
Bid price-
Offer price-
Mid price13.1533
CurrencyGBP
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeHSZ4
HSBC Portfolios World Selection 1 ACHGBP USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.32%
Total expense ratio (TER)1.33%
Bid price-
Offer price-
Mid price17.0835
CurrencyUSD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFKQC
HSBC Portfolios World Selection 1 ACHSGD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.36%
Total expense ratio (TER)1.48%
Bid price-
Offer price-
Mid price10.6115
CurrencySGD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFMNW
HSBC Portfolios World Selection 1 ACHSGD USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.36%
Total expense ratio (TER)1.48%
Bid price-
Offer price-
Mid price7.7908
CurrencyUSD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFMCP
HSBC Portfolios World Selection 1 AM USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.35%
Bid price-
Offer price-
Mid price10.1775
CurrencyUSD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMCQ
HSBC Portfolios World Selection 1 AM USD CZK
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.35%
Bid price-
Offer price-
Mid price245.7502
CurrencyCZK
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMNQ
HSBC Portfolios World Selection 1 AM USD EUR
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.35%
Bid price-
Offer price-
Mid price9.0944
CurrencyEUR
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMNR
HSBC Portfolios World Selection 1 AM USD GBP
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.35%
Bid price-
Offer price-
Mid price7.8361
CurrencyGBP
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMNS
HSBC Portfolios World Selection 1 AM USD HKD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.35%
Bid price-
Offer price-
Mid price78.921
CurrencyHKD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMNT
HSBC Portfolios World Selection 1 AM USD PLN
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.35%
Bid price-
Offer price-
Mid price39.0505
CurrencyPLN
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMNU
HSBC Portfolios World Selection 1 AM USD SGD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.35%
Bid price-
Offer price-
Mid price13.8623
CurrencySGD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMNV
HSBC Portfolios World Selection 1 AMHAUD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.38%
Total expense ratio (TER)1.39%
Bid price-
Offer price-
Mid price10.1259
CurrencyAUD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMOB
HSBC Portfolios World Selection 1 AMHAUD USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.38%
Total expense ratio (TER)1.39%
Bid price-
Offer price-
Mid price7.7468
CurrencyUSD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMCS
HSBC Portfolios World Selection 1 AMHEUR
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.39%
Total expense ratio (TER)1.4%
Bid price-
Offer price-
Mid price10.0553
CurrencyEUR
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMOC
HSBC Portfolios World Selection 1 AMHEUR USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.39%
Total expense ratio (TER)1.4%
Bid price-
Offer price-
Mid price11.2528
CurrencyUSD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMCT
HSBC Portfolios World Selection 1 AMHGBP
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.39%
Total expense ratio (TER)1.4%
Bid price-
Offer price-
Mid price10.0705
CurrencyGBP
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMOD
HSBC Portfolios World Selection 1 AMHGBP USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.39%
Total expense ratio (TER)1.4%
Bid price-
Offer price-
Mid price13.0795
CurrencyUSD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMCU
HSBC Portfolios World Selection 1 AMHKD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.34%
Bid price-
Offer price-
Mid price10.1839
CurrencyHKD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMNZ
HSBC Portfolios World Selection 1 AMHKD USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.33%
Total expense ratio (TER)1.34%
Bid price-
Offer price-
Mid price1.3132
CurrencyUSD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMCR
HSBC Portfolios World Selection 1 AMHSGD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.39%
Total expense ratio (TER)1.44%
Bid price-
Offer price-
Mid price10.0097
CurrencySGD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMOE
HSBC Portfolios World Selection 1 AMHSGD USD
Initial charge4.17%
Annual charge1%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1.39%
Total expense ratio (TER)1.44%
Bid price-
Offer price-
Mid price7.3489
CurrencyUSD
Price updated28/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFMCV
HSBC Portfolios World Selection 1 BC USD
Initial charge4.17%
Annual charge0.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.82%
Total expense ratio (TER)0.82%
Bid price-
Offer price-
Mid price10.7865
CurrencyUSD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFMCK
HSBC Portfolios World Selection 1 BCHEUR
Initial charge4.17%
Annual charge0.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.92%
Total expense ratio (TER)-
Bid price10.733
Offer price10.733
Mid price-
CurrencyEUR
Price updated27/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeE62E
HSBC Portfolios World Selection 1 BCHEUR USD
Initial charge4.17%
Annual charge0.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.92%
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.0168
CurrencyUSD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeE63I
HSBC Portfolios World Selection 1 BCHGBP
Initial charge4.17%
Annual charge0.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.88%
Total expense ratio (TER)0.89%
Bid price-
Offer price-
Mid price11.4739
CurrencyGBP
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeF45B
HSBC Portfolios World Selection 1 BCHGBP USD
Initial charge4.17%
Annual charge0.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.88%
Total expense ratio (TER)0.89%
Bid price-
Offer price-
Mid price14.9023
CurrencyUSD
Price updated28/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeFKQI
HSBC Portfolios World Selection 1 S1C USD
Initial charge4.17%
Annual charge0.25%
Min single investment£10,000,000
Min regular saving£1,000,000
Available in ISANo
Ongoing charge (OCF)0.58%
Total expense ratio (TER)1.34%
Bid price-
Offer price-
Mid price12.6047
CurrencyUSD
Price updated06/10/2014
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeF1LD
HSBC Portfolios World Selection 1 ZC USD
Initial charge4.17%
Annual charge-
Min single investment£1,000,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.33%
Total expense ratio (TER)0.77%
Bid price-
Offer price-
Mid price11.1719
CurrencyUSD
Price updated25/01/2013
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeHSZ5
HSBC Portfolios World Selection 1 ZCHEUR
Initial charge4.17%
Annual charge-
Min single investment£1,000,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.38%
Total expense ratio (TER)0.39%
Bid price-
Offer price-
Mid price12.3366
CurrencyEUR
Price updated11/04/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeHSZ6
HSBC Portfolios World Selection 1 ZCHEUR USD
Initial charge4.17%
Annual charge-
Min single investment£1,000,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.38%
Total expense ratio (TER)0.39%
Bid price-
Offer price-
Mid price14.1167
CurrencyUSD
Price updated11/04/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFKPZ
HSBC Portfolios World Selection 1 ZCHGBP
Initial charge4.17%
Annual charge-
Min single investment£1,000,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.42%
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.4193
CurrencyGBP
Price updated15/05/2012
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeHSZ7
Data provided by

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