HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ACHGBP/ LU2279764620 /
| NAV20/09/2024 | Chg.-0.0510 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 8.8710GBP | -0.57% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | -0.61 | 1.72 | 1.99 | 0.98 | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 13.54% | 14.04% | 14.81% | 19.70% | -% |
| Ratio de Sharpe | 0.49 | 0.49 | 0.90 | -0.46 | - |
| Le meilleur mois | +8.11% | +3.66% | +11.10% | +12.44% | - |
| Le plus défavorable mois | -3.09% | -2.78% | -6.69% | -12.24% | - |
| Perte maximale | -8.14% | -8.14% | -9.81% | -39.76% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans GBP
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| HSBC GIF Gl.Eq.Climate Change XC... | reinvestment | 9.6830 | +19.23% | -9.00% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.9970 | +19.38% | -8.63% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.5930 | +11.04% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.5700 | +11.01% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 16.2780 | +20.03% | -7.20% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.6490 | +17.37% | -13.17% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.5330 | +15.45% | -19.22% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.0530 | +13.47% | -7.24% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.3790 | +4.29% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.1050 | +16.88% | -14.00% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.3610 | +13.48% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.8710 | +16.85% | -16.10% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.8850 | +15.43% | -16.00% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6480 | +15.49% | -18.17% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 10.5660 | +18.97% | -9.58% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 13.7510 | +17.95% | -11.86% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 13.2220 | +17.96% | -11.86% |
Performance
| CAD | +7.12% | ||
|---|---|---|---|
| 6 Mois | +5.11% | ||
| 1 An | +16.85% | ||
| 3 Ans | -16.10% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | -11.96% | ||
| Année | |||
| 2023 | +10.44% | ||
| 2022 | -30.05% | ||
