HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ACHGBP/ LU2279764620 /
| NAV2024-05-23 | Chg.-0.0350 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 8.7170GBP | -0.40% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | 3.07 | 4.34 | -6.55 | 4.53 | -1.46 | 1.80 | - |
| 2022 | -12.24 | -3.60 | 1.53 | -8.44 | -3.10 | -11.51 | 12.44 | -5.79 | -10.06 | 4.63 | 6.20 | -2.03 | -30.05% |
| 2023 | 5.53 | -1.57 | 3.24 | -1.88 | -1.98 | 5.15 | 0.54 | -3.52 | -6.69 | -6.32 | 11.10 | 8.11 | +10.44% |
| 2024 | -3.09 | 3.07 | 2.21 | -2.78 | 6.06 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.89% | 13.13% | 14.78% | -% | -% |
| Sharpe ratio | 0.80 | 2.15 | 0.42 | - | - |
| Best month | +8.11% | +11.10% | +11.10% | +12.44% | - |
| Worst month | -3.09% | -3.09% | -6.69% | -12.24% | - |
| Maximum loss | -5.72% | -5.94% | -17.94% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.4120 | +10.49% | -11.11% | |
| HSBC GIF Gl.Eq.Climate Change XC... | reinvestment | 9.4530 | +12.24% | -6.87% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.4150 | +8.52% | -16.49% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.7550 | +12.38% | -6.47% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.8120 | +9.40% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.7890 | +9.43% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.1280 | +10.55% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.6930 | +8.51% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.9530 | +10.11% | -11.15% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.4470 | +10.55% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.7170 | +10.02% | -13.49% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.7640 | +8.68% | -13.03% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.5260 | +8.54% | -15.40% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 15.9560 | +12.94% | -5.01% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 10.3230 | +12.00% | -7.43% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 12.9530 | +11.04% | -9.77% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 13.4720 | +11.05% | -9.77% |
Performance
| YTD | +5.27% | ||
|---|---|---|---|
| 6 Months | +14.70% | ||
| 1 Year | +10.02% | ||
| 3 Years | -13.49% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -13.49% | ||
| Year | |||
| 2023 | +10.44% | ||
| 2022 | -30.05% | ||
