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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1081 | 1153 | 1075 | 1548 | 1826 |
Fund Return | 8.06% | 8.06% | 15.26% | 2.43% | 9.13% | 6.2% |
Place in category | 59 | 59 | 24 | 117 | 66 | 38 |
% in Category | 32 | 32 | 18 | 70 | 47 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC Dividend Fund Investor Series | 462.6M | 3.85 | 9.80 | 6.95 | ||
HSBC US Equity Fund Investor Sr | 654.51M | 16.92 | 11.83 | 12.78 | ||
HSBC US Equity Fund Premium Serie | 654.51M | 17.08 | 12.46 | 13.42 | ||
HSBC Global Equity Fund Investor Sr | 243.54M | 10.95 | 9.76 | 8.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trisura | CA89679A2092 | 5.17 | 44.92 | -0.99% | |
Element Fleet | CA2861812014 | 4.04 | 22.84 | -1.76% | |
Mainstreet Equity | CA5609151009 | 3.93 | 172.00 | -2.03% | |
Terravest | CA88105G1037 | 3.75 | 80.12 | +0.14% | |
Converge Tech | CA21250C1068 | 3.67 | 5.070 | -11.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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