HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ACHGBP/ LU2279764620 /
| NAV25/06/2024 | Diferencia-0.0870 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 8.5510GBP | -1.01% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | 3.07 | 4.34 | -6.55 | 4.53 | -1.46 | 1.80 | - |
| 2022 | -12.24 | -3.60 | 1.53 | -8.44 | -3.10 | -11.51 | 12.44 | -5.79 | -10.06 | 4.63 | 6.20 | -2.03 | -30.05% |
| 2023 | 5.53 | -1.57 | 3.24 | -1.88 | -1.98 | 5.15 | 0.54 | -3.52 | -6.69 | -6.32 | 11.10 | 8.11 | +10.44% |
| 2024 | -3.09 | 3.07 | 2.21 | -2.78 | 3.66 | 0.36 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 13.06% | 13.01% | 14.68% | 19.52% | -% |
| Índice de Sharpe | 0.25 | 0.27 | 0.28 | -0.48 | - |
| El mes mejor | +8.11% | +8.11% | +11.10% | +12.44% | - |
| El mes peor | -3.09% | -3.09% | -6.69% | -12.24% | - |
| Pérdida máxima | -5.72% | -5.94% | -17.94% | -40.62% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en GBP
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.1800 | +8.13% | -13.35% | |
| HSBC GIF Gl.Eq.Climate Change XC... | reinvestment | 9.2890 | +9.84% | -9.19% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.2430 | +6.24% | -19.21% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.5870 | +9.98% | -8.81% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.6560 | +9.89% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.6330 | +9.83% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.0660 | +10.78% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.5460 | +9.00% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.7810 | +7.77% | -13.95% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.3760 | +10.74% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.5510 | +7.74% | -16.19% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.5850 | +6.33% | -15.86% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.3540 | +6.33% | -18.12% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 15.6880 | +10.58% | -7.41% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 10.1410 | +9.60% | -9.76% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 12.7160 | +8.67% | -12.04% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 13.2250 | +8.67% | -12.04% |
Performance
| Año hasta la fecha | +3.26% | ||
|---|---|---|---|
| 6 Meses | +3.47% | ||
| Promedio móvil | +7.74% | ||
| 3 Años | -16.19% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -15.14% | ||
| Año | |||
| 2023 | +10.44% | ||
| 2022 | -30.05% | ||
