HSBC GLOBAL INVESTMENT FUNDS - GLOBAL EQUITY CLIMATE CHANGE ADEUR/ LU2279705961 /
| NAV28/08/2024 | Diferencia+0.0140 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 10.1520EUR | +0.14% | paying dividend | Equity Worldwide | HSBC Inv. Funds (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | -4.51 | -9.14 | 15.61 | -4.30 | -7.63 | 4.41 | 2.49 | -5.07 | - |
| 2023 | 3.79 | 0.97 | 0.96 | -3.37 | 1.63 | 2.89 | -0.52 | -1.88 | -4.27 | -6.13 | 7.79 | 6.35 | +7.48% |
| 2024 | -0.88 | 3.52 | 2.45 | -1.74 | 2.14 | 0.77 | 0.81 | -1.86 | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.48% | 13.21% | 12.97% | -% | -% |
| Índice de Sharpe | 0.36 | 0.23 | 0.40 | - | - |
| El mes mejor | +6.35% | +3.52% | +7.79% | +15.61% | - |
| El mes peor | -1.86% | -1.86% | -6.13% | -9.14% | - |
| Pérdida máxima | -9.02% | -9.02% | -11.28% | - | - |
| 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 | 9.4700 | +12.87% | -13.89% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.7770 | +13.03% | -13.53% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 10.4140 | +7.27% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.3910 | +7.22% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 15.9140 | +13.62% | -12.17% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 12.3840 | +11.13% | -17.82% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.3630 | +9.33% | -23.49% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.8700 | +8.66% | -11.52% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 9.3790 | +4.29% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.9220 | +10.63% | -18.51% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 10.1520 | +8.69% | - | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.6880 | +10.68% | -20.58% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.7100 | +9.35% | -20.38% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 8.4750 | +9.38% | -22.48% | |
| HSBC GIF Gl.Eq.Climate Change IC... | reinvestment | 10.3360 | +12.64% | -14.43% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | reinvestment | 13.4580 | +11.68% | -16.59% | |
| HSBC GLOBAL INVESTMENT FUNDS - G... | paying dividend | 12.9400 | +11.68% | -16.59% |
Performance
| Año hasta la fecha | +5.18% | ||
|---|---|---|---|
| 6 Meses | +3.23% | ||
| Promedio móvil | +8.69% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +1.52% | ||
| Año | |||
| 2023 | +7.48% | ||
