HSBC GLOBAL INVESTMENT FUNDS - GLOBAL SUSTAINABLE LONG TERM EQUITY ZC/ LU2468861484 /
| NAV6/12/2025 | Chg.-0.0450 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.7450USD | -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 | - | - | - | - | - | - | - | - | - | 7.35 | 5.97 | -0.47 | - |
| 2023 | 6.55 | -2.47 | 6.41 | 1.88 | -2.65 | 5.83 | 3.87 | -1.12 | -5.89 | -2.70 | 11.21 | 6.43 | +29.20% |
| 2024 | 3.27 | 3.40 | 0.21 | -4.97 | 1.54 | 4.41 | 0.44 | 1.89 | 0.37 | -6.39 | 3.72 | -4.30 | +2.89% |
| 2025 | 4.44 | -3.06 | -4.01 | 2.83 | 4.97 | 2.16 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 19.28% | 19.05% | 16.40% | -% | -% |
| Sharpe ratio | 0.78 | 0.09 | 0.04 | - | - |
| Best month | +4.97% | +4.97% | +4.97% | +11.21% | - |
| Worst month | -4.30% | -4.30% | -6.39% | -6.39% | - |
| Maximum loss | -14.83% | -15.46% | -18.06% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +7.17% | ||
|---|---|---|---|
| 6 Months | +1.80% | ||
| 1 Year | +2.61% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +48.98% | ||
| Year | |||
| 2024 | +2.89% | ||
| 2023 | +29.20% | ||
