HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ACHEUR/ LU2279764547 /
| NAV24/07/2024 | Diferencia-0.0300 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 8.3060EUR | -0.36% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | 3.05 | 4.29 | -6.56 | 4.46 | -1.55 | 1.78 | - |
| 2022 | -12.32 | -3.66 | 1.35 | -8.54 | -3.24 | -11.60 | 12.29 | -5.91 | -10.10 | 4.46 | 6.17 | -2.08 | -30.92% |
| 2023 | 5.39 | -1.70 | 3.05 | -1.98 | -2.08 | 5.04 | 0.39 | -3.68 | -6.81 | -6.39 | 10.98 | 8.01 | +8.82% |
| 2024 | -3.22 | 2.96 | 2.11 | -2.87 | 3.54 | -0.72 | 1.75 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.93% | 12.72% | 14.50% | 19.48% | -% |
| Índice de Sharpe | 0.19 | 0.85 | -0.06 | -0.55 | - |
| El mes mejor | +8.01% | +3.54% | +10.98% | +12.29% | - |
| El mes peor | -3.22% | -3.22% | -6.81% | -12.32% | - |
| Pérdida máxima | -5.82% | -5.82% | -17.80% | -41.37% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.2880 | +4.63% | -13.75% | |
| HSBC GIF Gl.Eq.Climate Change XC... | reinvestment | 9.3830 | +6.30% | -9.62% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.3060 | +2.85% | -19.66% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.6850 | +6.43% | -9.25% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.5560 | +5.19% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.5330 | +5.22% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.0210 | +7.35% | -10.38% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.3790 | +4.29% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.8540 | +4.25% | -14.42% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.3240 | +7.32% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6240 | +4.24% | -16.60% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6500 | +2.88% | -16.35% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.4220 | +2.93% | -18.55% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 15.7570 | +6.99% | -7.83% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 10.2420 | +6.06% | -10.19% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 13.3470 | +5.15% | -12.45% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 12.8340 | +5.15% | -12.45% |
Performance
| Año hasta la fecha | +3.36% | ||
|---|---|---|---|
| 6 Meses | +6.98% | ||
| Promedio móvil | +2.85% | ||
| 3 Años | -19.66% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -17.57% | ||
| Año | |||
| 2023 | +8.82% | ||
| 2022 | -30.92% | ||
