Fact sheet: HSBC Common Fund for Growth

Fund information

Fund name
HSBC Common Fund for Growth
Fund company manager
HSBC Gbl Asset Mgt (HSBC Inv)
Fund type
UKA
Fund manager(s)
HSBC Investments(UK) Limited
since 08/03/1994
Fund objective
To provide long term capital growth by investing predominantly in a portfolio of UK equities.
Benchmark
FTSE All Share TR
Investment style
Active,Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

6.72 %

1 Year rank in sector

259/272

Sector

UT UK All Companies

Yield

3.16

Fund size

£ 15.2 m

FE Risk score

97

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    98.88%
  • Net Current Assets
    1.12%
  • UK Equities
    98.88%
  • Money Market
    1.12%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.16 %3.9 %6.72 %29.06 %54.82 %
Sector3.41 %7.65 %14.47 %38.16 %65.24 %
Rank within sector188 / 279259 / 277259 / 272227 / 256189 / 242
Quartile th3 rd4 th4 th4 th4 th

Calendar performance

YTD-20172016201520142013
Fund6.16 %9.18 %3.33 %0.82 %23.93 %
Sector11.83 %11.16 %3.66 %0.59 %25.66 %
Rank within sector253 / 275171 / 265139 / 258121 / 252150 / 245
Quartile th4 th3 rd3 rd2 nd3 rd

Risk statistics

Alpha-3.81
Beta1.16
Sharpe0.22
Volatility11.52
Tracking error5.24
Information ratio-0.51
R-Squared0.8

Price movement

52 week high178.4
52 week low162.1
Current bid price0
Current offer price0
Current mid price172.3

Holdings by region

  • 98.88% UK
  • 1.12% Net Current Assets

Holdings by sector

-

Holdings by asset type

  • 98.88% UK Equities
  • 1.12% Money Market

Individual holdings

-