HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY SUSTAINABLE HEALTHCARE ADOGBP/ LU2324358527 /
| NAV2024-05-23 | Chg.-0.0770 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.0760GBP | -0.54% | paying dividend | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | 3.97 | -4.23 | 4.76 | 0.71 | -1.42 | -4.33 | -8.62 | 10.96 | 5.50 | - |
| 2024 | 4.82 | 4.05 | 3.94 | -3.35 | 4.17 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.57% | 13.46% | 14.14% | -% | -% |
| Sharpe ratio | 2.70 | 3.19 | 0.89 | - | - |
| Best month | +5.50% | +10.96% | +10.96% | - | - |
| Worst month | -3.35% | -3.35% | -8.62% | - | - |
| Maximum loss | -6.17% | -6.17% | -15.27% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Tranches
Performance
| YTD | +14.12% | ||
|---|---|---|---|
| 6 Months | +20.83% | ||
| 1 Year | +16.40% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +21.10% | ||
| Year | |||
