HSBC World Selection Adventurous Po

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 119.60 Day Change GBX -0.50 (-0.42%)
Price Date 2 Dec 2016 Crown Rating
Shares Class Inc. Yield 1.46 %
Total Expense Ratio 0.00 Fund Size 47,836,700.00
Launch Date 03/12/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.55 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BQ15ZR72 Min TopUp (£) 1,000.00

Fund Objective

The fund aims to provide capital growth through investment in a range of asset classes across global markets with a bias towards asset classes that focus on equity investment strategies. The fund will invest primarily in collective investment schemes that in turn invest in equities, fixed income securities, property and derivatives. Typically the Fund will have a bias towards asset classes that focus on equity investment strategies.

Fund Managers

Beverley Jane Davies
Jane is a Senior Portfolio Manager and has been managing the World Selection Portfolios and World Index Portfolio ranges since launch. She has been extensively involved in the development of the investment approach used to manage HSBC’s Multi-Asset and Wealth products. Jane has 17 years portfolio management experience with HSBC Group focusing on multi-asset portfolio management and asset allocation. Her previous roles include Head of Global Investment Solutions with responsibility for developing and structuring investment solutions for clients globally including strategic asset allocation modelling and portfolio construction. Prior to that Jane was Head of Multimanager for the UK and Middle East. She joined the Multimanager team at its inception and played a key role in developing both the manager selection process and the portfolio construction process. Prior to that Jane worked within the Tactical Investment Unit of HSBC Global Asset Management focusing on tactical asset allocation and derivatives after being a tutor in Statistical Research Methods with the Institute of Public Administration and Management MBA programme. She joined the asset management industry in 1998.Jane is a qualified Chartered Financial Analyst (CFA) holds the Investment Management Certificate (FSA UK) is a Member of the Society of Technical Analysts (MSTA) and holds a First Class BSc (Hons.) degree in Psychology and Philosophy (University of Leeds).