HSBC GLOBAL INVESTMENT FUNDS - GLOBAL SUSTAINABLE LONG TERM EQUITY AD/ LU2468863423 /
| NAV5/14/2025 | Chg.-0.0850 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 13.7960USD | -0.61% | paying dividend | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 6.88 | 5.82 | -0.58 | - |
| 2023 | 6.41 | -2.65 | 6.28 | 1.76 | -2.77 | 5.70 | 3.71 | -1.30 | -6.01 | -2.80 | 11.06 | 6.29 | +27.11% |
| 2024 | 3.12 | 3.26 | 0.09 | -5.11 | 1.40 | 4.28 | 0.30 | 1.75 | 0.23 | -6.51 | 3.58 | -4.43 | +1.23% |
| 2025 | 4.29 | -3.19 | -4.16 | 2.69 | 4.76 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.66% | 19.23% | 16.35% | -% | -% |
| Sharpe ratio | 0.46 | -0.13 | -0.10 | - | - |
| Best month | +4.76% | +4.76% | +4.76% | +11.06% | - |
| Worst month | -4.43% | -4.43% | -6.51% | -6.51% | - |
| Maximum loss | -15.08% | -16.75% | -18.80% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +4.10% | ||
|---|---|---|---|
| 6 Months | -0.18% | ||
| 1 Year | +0.55% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +37.96% | ||
| Year | |||
| 2024 | +1.23% | ||
| 2023 | +27.11% | ||
