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

Fonds
NAV2024-07-25 Chg.-0.1040 Type of yield Investment Focus Investment company
14.1060USD -0.73% 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 -2.14 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.51% 12.51% 12.68% -% -%
Sharpe ratio 0.50 0.34 0.79 - -
Best month +6.43% +4.41% +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 13.8760 +12.72% -
HSBC GLOBAL INVESTMENT FUNDS - G... paying dividend 13.8930 +12.88% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 14.1060 +13.70% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 13.8810 +12.73% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 11.9800 +11.72% -
HSBC GLOBAL INVESTMENT FUNDS - G... paying dividend 13.6850 +11.90% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 13.9080 +12.86% -
HSBC GLOBAL INVESTMENT FUNDS - G... reinvestment 13.6860 +11.90% -

Performance

YTD  
+5.49%
6 Months  
+3.88%
1 Year  
+13.70%
3 Years     -
5 Years     -
10 Years     -
Since start  
+42.53%
Year
2023  
+29.20%