HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ACHGBP/ LU2279764620 /
| NAV13/06/2024 | Diferencia-0.0990 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 8.6110GBP | -1.14% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | 3.07 | 4.34 | -6.55 | 4.53 | -1.46 | 1.80 | - |
| 2022 | -12.24 | -3.60 | 1.53 | -8.44 | -3.10 | -11.51 | 12.44 | -5.79 | -10.06 | 4.63 | 6.20 | -2.03 | -30.05% |
| 2023 | 5.53 | -1.57 | 3.24 | -1.88 | -1.98 | 5.15 | 0.54 | -3.52 | -6.69 | -6.32 | 11.10 | 8.11 | +10.44% |
| 2024 | -3.09 | 3.07 | 2.21 | -2.78 | 3.66 | 1.07 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 13.03% | 13.76% | 14.74% | -% | -% |
| Índice de Sharpe | 0.42 | 1.26 | 0.13 | - | - |
| El mes mejor | +8.11% | +8.11% | +11.10% | +12.44% | - |
| El mes peor | -3.09% | -3.09% | -6.69% | -12.24% | - |
| Pérdida máxima | -5.72% | -5.94% | -17.94% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en GBP
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.2630 | +6.07% | -12.54% | |
| HSBC GIF Gl.Eq.Climate Change XC... | reinvestment | 9.3480 | +7.77% | -8.34% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.3060 | +4.22% | -17.57% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.6480 | +7.91% | -7.96% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.6440 | +6.12% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.6210 | +6.09% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.0670 | +6.92% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.5390 | +5.26% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.8420 | +5.72% | -12.26% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.3770 | +6.87% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6110 | +5.66% | -14.54% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6500 | +4.30% | -14.16% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.4170 | +4.29% | -16.48% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 15.7840 | +8.46% | -6.52% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 10.2070 | +7.53% | -8.91% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 12.8010 | +6.61% | -11.22% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 13.3140 | +6.61% | -11.22% |
Performance
| Año hasta la fecha | +3.99% | ||
|---|---|---|---|
| 6 Meses | +9.99% | ||
| Promedio móvil | +5.66% | ||
| 3 Años | -14.54% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -14.54% | ||
| Año | |||
| 2023 | +10.44% | ||
| 2022 | -30.05% | ||
