HSBC GLOBAL INVESTMENT FUNDS - GLOBAL SUSTAINABLE LONG TERM EQUITY BC/ LU2468861567 /
| NAV6/18/2025 | Chg.-0.0420 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.0350USD | -0.30% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 7.27 | 5.89 | -0.53 | - |
| 2023 | 6.47 | -2.54 | 6.33 | 1.82 | -2.73 | 5.75 | 3.80 | -1.20 | -5.95 | -2.77 | 11.13 | 6.36 | +28.11% |
| 2024 | 3.19 | 3.32 | 0.15 | -5.05 | 1.47 | 4.34 | 0.37 | 1.82 | 0.30 | -6.45 | 3.64 | -4.38 | +1.99% |
| 2025 | 4.35 | -3.13 | -4.09 | 2.75 | 4.89 | -0.40 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 19.19% | 19.14% | 16.40% | -% | -% |
| Sharpe ratio | 0.37 | -0.13 | -0.17 | - | - |
| Best month | +4.89% | +4.89% | +4.89% | +11.13% | - |
| Worst month | -4.38% | -4.38% | -6.45% | -6.45% | - |
| Maximum loss | -14.97% | -14.97% | -18.46% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +4.07% | ||
|---|---|---|---|
| 6 Months | -0.28% | ||
| 1 Year | -0.79% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +41.83% | ||
| Year | |||
| 2024 | +1.99% | ||
| 2023 | +28.11% | ||
