HSBC GLOBAL INVESTMENT FUNDS - GLOBAL SUSTAINABLE LONG TERM EQUITY AC/ LU2468859660 /
| NAV5/12/2025 | Chg.+0.1830 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 13.7980USD | +1.34% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 7.18 | 5.82 | -0.59 | - |
| 2023 | 6.40 | -2.59 | 6.26 | 1.76 | -2.80 | 5.69 | 3.74 | -1.25 | -6.01 | -2.84 | 11.06 | 6.30 | +27.15% |
| 2024 | 3.12 | 3.27 | 0.09 | -5.12 | 1.40 | 4.28 | 0.29 | 1.76 | 0.23 | -6.51 | 3.58 | -4.43 | +1.23% |
| 2025 | 4.29 | -3.19 | -4.16 | 2.69 | 4.77 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.83% | 19.21% | 16.37% | -% | -% |
| Sharpe ratio | 0.47 | -0.10 | -0.09 | - | - |
| Best month | +4.77% | +4.77% | +4.77% | +11.06% | - |
| Worst month | -4.43% | -4.43% | -6.51% | -6.51% | - |
| Maximum loss | -15.08% | -16.75% | -18.79% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +4.10% | ||
|---|---|---|---|
| 6 Months | +0.13% | ||
| 1 Year | +0.59% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +39.44% | ||
| Year | |||
| 2024 | +1.23% | ||
| 2023 | +27.15% | ||
