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HSBC GLOBAL INVESTMENT FUNDS - GLOBAL SUSTAINABLE LONG TERM EQUITY AC/  LU2468859660  /

Fonds
NAV2024-07-25 Chg.-0.1010 Type of yield Investment Focus Investment company
13.6860USD -0.73% 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 -2.26 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.52% 12.52% 12.69% -% -%
Sharpe ratio 0.36 0.20 0.65 - -
Best month +6.30% +4.28% +11.06% - -
Worst month -5.12% -5.12% -6.01% - -
Maximum loss -8.99% -8.99% -10.95% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
HSBC GLOBAL INVESTMENT FUNDS - G... paying dividend 13.8760 +12.72% -
HSBC GLOBAL INVESTMENT FUNDS - G... paying dividend 13.8930 +12.88% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 14.1060 +13.70% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 13.8810 +12.73% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 11.9800 +11.72% -
HSBC GLOBAL INVESTMENT FUNDS - G... paying dividend 13.6850 +11.90% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 13.9080 +12.86% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 13.6860 +11.90% -

Performance

YTD  
+4.53%
6 Months  
+3.06%
1 Year  
+11.90%
3 Years     -
5 Years     -
10 Years     -
Since start  
+38.31%
Year
2023  
+27.15%