HSBC GLOBAL INVESTMENT FUNDS - GLOBAL SUSTAINABLE LONG TERM EQUITY IC/ LU2468860320 /
| NAV5/12/2025 | Chg.+0.1890 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.1180USD | +1.36% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 7.27 | 5.91 | -0.53 | - |
| 2023 | 6.48 | -2.53 | 6.34 | 1.83 | -2.71 | 5.76 | 3.81 | -1.19 | -5.94 | -2.76 | 11.13 | 6.37 | +28.23% |
| 2024 | 3.19 | 3.34 | 0.16 | -5.04 | 1.48 | 4.34 | 0.37 | 1.83 | 0.30 | -6.44 | 3.64 | -4.36 | +2.11% |
| 2025 | 4.36 | -3.13 | -4.08 | 2.76 | 4.80 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.82% | 19.21% | 16.37% | -% | -% |
| Sharpe ratio | 0.52 | -0.05 | -0.04 | - | - |
| Best month | +4.80% | +4.80% | +4.80% | +11.13% | - |
| Worst month | -4.36% | -4.36% | -6.44% | -6.44% | - |
| Maximum loss | -14.96% | -16.51% | -18.42% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +4.43% | ||
|---|---|---|---|
| 6 Months | +0.56% | ||
| 1 Year | +1.45% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +42.66% | ||
| Year | |||
| 2024 | +2.11% | ||
| 2023 | +28.23% | ||
