HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ACHSGD/ LU2343852328 /
| NAV24/07/2024 | Diferencia-0.0320 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 8.6500SGD | -0.37% | 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 | 4.36 | -6.49 | 4.52 | -1.48 | 1.93 | - |
| 2022 | -12.18 | -3.58 | 1.63 | -8.41 | -3.07 | -11.38 | 12.63 | -5.69 | -9.83 | 4.78 | 6.50 | -1.78 | -28.93% |
| 2023 | 5.61 | -1.56 | 3.25 | -1.94 | -2.02 | 5.11 | 0.45 | -3.67 | -6.80 | -6.41 | 11.03 | 8.04 | +9.75% |
| 2024 | -3.25 | 2.95 | 2.10 | -2.89 | 3.53 | -0.71 | 1.74 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.95% | 12.74% | 14.53% | 19.50% | -% |
| Índice de Sharpe | 0.18 | 0.84 | -0.06 | -0.49 | - |
| El mes mejor | +8.04% | +3.53% | +11.03% | +12.63% | - |
| El mes peor | -3.25% | -3.25% | -6.80% | -12.18% | - |
| Pérdida máxima | -5.83% | -5.83% | -17.78% | -39.96% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en SGD
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 | +3.28% | ||
|---|---|---|---|
| 6 Meses | +6.94% | ||
| Promedio móvil | +2.88% | ||
| 3 Años | -16.35% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -14.16% | ||
| Año | |||
| 2023 | +9.75% | ||
| 2022 | -28.93% | ||
