Fact sheet: HSBC UCITS AdvantEdge

Fund information

Fund name
HSBC UCITS AdvantEdge R GBP
Fund company manager
HSBC Alternative
Fund type
SIB
Fund objective
The investment objective of the Fund is to generate long term capital growth by investing in an internationally diversified portfolio of shares and units in collective investment schemes and other permitted investments.
Benchmark
HFRX Global Hedge Fund GBP Index
Investment style
Multi Strategy
Investment method
Mixed

Quick stats

1 Year return

1.01 %

1 Year rank in sector

94/152

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 107.9 m

FE Risk score

25

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.11 %0.26 %1.01 %-6.16 %0 %
Sector0.72 %1.5 %2.54 %2.51 %7.96 %
Rank within sector133 / 154114 / 16894 / 15290 / 102 /
Quartile th4 th3 rd3 rd4 th th

Calendar performance

YTD-20172016201520142013
Fund1.49 %-6.98 %-0.9 %-0.5 %0 %
Sector2.55 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector104 / 162116 / 12964 / 10676 / 91 /
Quartile th3 rd4 th3 rd4 th th

Risk statistics

Alpha-2.57
Beta1.19
Sharpe-0
Volatility3.5
Tracking error2.64
Information ratio-0.94
R-Squared0.44

Price movement

52 week high99.86
52 week low96.71
Current bid price0
Current offer price0
Current mid price99.73

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-