HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ACEUR/ LU2279705458 /
| NAV28/02/2025 | Diferencia-0.1010 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 8.9660EUR | -1.11% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | -4.72 | 4.70 | 1.30 | 1.29 | - |
| 2022 | -11.22 | -3.70 | 2.67 | -3.32 | -4.50 | -9.14 | 15.59 | -4.25 | -6.43 | 3.09 | 2.43 | -5.09 | -23.57% |
| 2023 | 3.88 | 0.95 | 0.94 | -3.37 | 1.61 | 2.87 | -0.45 | -1.93 | -4.29 | -6.09 | 7.80 | 6.34 | +7.54% |
| 2024 | -0.89 | 3.52 | 2.46 | -1.74 | 2.14 | 0.75 | 0.81 | -0.21 | 2.65 | -3.01 | 4.01 | -3.32 | +7.05% |
| 2025 | 3.74 | -4.28 | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.39% | 11.46% | 12.35% | 15.54% | -% |
| Índice de Sharpe | -0.55 | -0.03 | 0.15 | -0.11 | - |
| El mes mejor | +3.74% | +4.01% | +4.01% | +15.59% | - |
| El mes peor | -4.28% | -4.28% | -4.28% | -9.14% | - |
| Pérdida máxima | -5.37% | -5.43% | -9.01% | -20.10% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| HSBC GIF Gl.Eq.Climate Change XC... | reinvestment | 8.9930 | +1.23% | -2.31% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.2910 | +1.37% | -1.91% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.3680 | +1.52% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.3450 | +1.51% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 15.1060 | +1.90% | -0.33% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 11.6680 | -0.33% | -6.79% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 7.8160 | -1.83% | -13.45% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.9660 | +4.34% | +2.19% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.3870 | -0.87% | -7.98% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.2620 | +4.35% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.1820 | -0.50% | -9.77% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.1370 | -1.89% | -10.49% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 7.9580 | -1.31% | -11.93% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 9.8050 | +1.02% | -2.93% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.7120 | +0.17% | -5.38% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 12.2230 | +0.16% | -5.38% |
Performance
| Año hasta la fecha | -0.70% | ||
|---|---|---|---|
| 6 Meses | +1.08% | ||
| Promedio móvil | +4.34% | ||
| 3 Años | +2.19% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -10.93% | ||
| Año | |||
| 2024 | +7.05% | ||
| 2023 | +7.54% | ||
| 2022 | -23.57% | ||
