HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY SUSTAINABLE HEALTHCARE BCOGBP/ LU2339907102 /
| NAV2024-05-10 | Chg.+0.0410 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 11.3210GBP | +0.36% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -14.88 | 0.61 | 6.31 | -10.33 | -2.71 | -1.48 | 4.66 | -3.34 | -6.21 | 8.83 | 1.68 | -0.69 | -18.42% |
| 2023 | 1.48 | -3.27 | 0.85 | 4.03 | -4.17 | 4.82 | 0.78 | -1.36 | -4.28 | -8.56 | 11.02 | 5.56 | +5.49% |
| 2024 | 4.89 | 4.11 | 3.99 | -3.28 | 2.80 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.74% | 14.07% | 14.03% | -% | -% |
| Sharpe ratio | 2.70 | 4.41 | 0.78 | - | - |
| Best month | +5.56% | +11.02% | +11.02% | +11.02% | - |
| Worst month | -3.28% | -3.28% | -8.56% | -14.88% | - |
| Maximum loss | -6.12% | -6.12% | -15.11% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Tranches
Performance
| YTD | +12.91% | ||
|---|---|---|---|
| 6 Months | +28.52% | ||
| 1 Year | +14.75% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +3.24% | ||
| Year | |||
| 2023 | +5.49% | ||
| 2022 | -18.42% | ||
