HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ACHGBP/ LU2279764620 /
| NAV03/10/2024 | Chg.-0.0590 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 8.9130GBP | -0.66% | reinvestment | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | -0.61 | 1.72 | 1.99 | 3.43 | -1.90 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 13.44% | 14.07% | 14.45% | 19.62% | -% |
| Ratio de Sharpe | 0.52 | 0.76 | 1.52 | -0.36 | - |
| Le meilleur mois | +8.11% | +3.66% | +11.10% | +12.44% | - |
| Le plus défavorable mois | -3.09% | -2.78% | -6.32% | -12.24% | - |
| Perte maximale | -8.14% | -8.14% | -8.14% | -39.76% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans GBP
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| HSBC GIF Gl.Eq.Climate Change XC... | reinvestment | 9.7340 | +27.76% | -3.60% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.0510 | +27.92% | -3.20% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.7890 | +17.44% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.7660 | +17.38% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 16.3330 | +28.36% | -1.85% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.7100 | +25.78% | -8.01% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.5690 | +23.78% | -14.43% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.2010 | +20.18% | -1.48% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.1410 | +25.13% | -8.97% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.5300 | +20.21% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.9130 | +25.27% | -11.10% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.9200 | +23.68% | -11.08% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6870 | +23.89% | -13.32% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 10.6220 | +27.48% | -4.20% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 13.8190 | +26.40% | -6.62% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 13.2880 | +26.41% | -6.61% |
Performance
| CAD | +7.63% | ||
|---|---|---|---|
| 6 Mois | +6.77% | ||
| 1 An | +25.27% | ||
| 3 Ans | -11.10% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | -11.54% | ||
| Année | |||
| 2023 | +10.44% | ||
| 2022 | -30.05% | ||
