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

Fonds
NAV6/24/2024 Chg.+0.0630 Type of yield Investment Focus Investment company
14.0630USD +0.45% 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 4.74 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.70% 12.48% 12.70% -% -%
Sharpe ratio 0.98 1.01 1.35 - -
Best month +6.30% +6.30% +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 14.2490 +21.58% -
HSBC GLOBAL INVESTMENT FUNDS - G... paying dividend 14.2660 +21.74% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 14.4750 +22.65% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 14.2540 +21.61% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 12.4940 +20.94% -
HSBC GLOBAL INVESTMENT FUNDS - G... paying dividend 14.0620 +20.70% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 14.2810 +21.75% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 14.0630 +20.71% -

Performance

YTD  
+7.41%
6 Months  
+7.70%
1 Year  
+20.71%
3 Years     -
5 Years     -
10 Years     -
Since start  
+42.12%
Year
2023  
+27.15%