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
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

Quick stats

1 Year return

17.3 %

1 Year rank in sector

218/273

Sector

UT UK All Companies

Yield

3.62

Fund size

£ 15.4 m

FE Risk score

99

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

Cumulative performance

1m6m1y3y5y
Fund1.42 %8.44 %17.3 %22.99 %74.35 %
Sector-0.61 %9.29 %21.33 %24.63 %74.67 %
Rank within sector12 / 280163 / 278218 / 273160 / 259134 / 243
Quartile th1 st3 rd4 th3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund7.42 %9.18 %3.33 %0.82 %23.93 %
Sector8.23 %11.16 %3.66 %0.59 %25.66 %
Rank within sector159 / 278175 / 270138 / 262122 / 257153 / 250
Quartile th3 rd3 rd3 rd2 nd3 rd

Risk statistics

Alpha-2.69
Beta1.16
Sharpe0.25
Volatility11.54
Tracking error4.89
Information ratio-0.34
R-Squared0.83

Price movement

52 week high178.4
52 week low151.9
Current bid price0
Current offer price0
Current mid price178.3

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

-