HSBC GLOBAL INVESTMENT FUNDS - GLOBAL SUSTAINABLE LONG TERM EQUITY ZC/  LU2468861484  /

Fonds
NAV6/24/2024 Chg.+0.0660 Type of yield Investment Focus Investment company
14.4750USD +0.46% 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 4.85 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.69% 12.46% 12.69% -% -%
Sharpe ratio 1.14 1.17 1.50 - -
Best month +6.43% +6.43% +11.21% - -
Worst month -4.97% -4.97% -5.89% - -
Maximum loss -8.82% -8.82% -10.59% - -
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  
+8.25%
6 Months  
+8.56%
1 Year  
+22.65%
3 Years     -
5 Years     -
10 Years     -
Since start  
+46.26%
Year
2023  
+29.20%