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HSBC Gilt & Fixed Interest

Ranked 18 out of 32 in - UK Gilt over 12 months
All calculations are in GBP unless stated

Managed by

Amrita Sanyal

Objective

The fund seeks to provide a regular and competitive level of income from an underlying portfolio of gilts and other highly rated fixed interest securities. The fund will invest predominantly in British Government stocks and other fixed interest stock whether issued in Great Britain or any other country in the world. The ACD may also invest at its discretion in other transferable securities money market instruments deposits cash and near cash and collective investment schemes. The Fund may in addition to its other investment powers use exchange traded and over the counter derivatives and forward currency contracts for investment purposes. Using these investment powers for investment purposes means in particular maintaining positions in these investments for the long term rather than just for tactical short-term purposes. However where derivatives are used for the purposes of meeting the investment objective of the fund it is not intended that the use of derivatives would raise the overall risk profile of the fund.

Showing fund performance in United Kingdom View performance globally

Performance

UK Gilt over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 1.2% 1.4% -1.5% -0.5% 1.8%
2016 8.9% 4.4% 5.3% 3.9% -4.6%
2015 -0.5% 1.8% -3.7% 2.7% -1.2%
2014 12.3% 1.7% 1.2% 3.0% 5.9%
2013 -4.6% 0.4% -3.5% 0.0% -1.6%
2012 1.7% -2.0% 3.3% 1.2% -0.6%
2011 14.3% -0.7% 2.3% 6.8% 5.3%
2010 5.3% 0.9% 3.7% 3.1% -2.3%
2009 -2.5% -1.3% -1.3% 2.2% -2.2%
2008 13.1% 1.4% -3.8% 5.7% 9.8%
2007 4.2% -1.0% -3.3% 4.3% 4.4%
2006 0.3% -0.6% -1.4% 3.3% -0.9%
2005 7.4% -0.1% 4.9% 0.4% 2.1%
2004 5.4% 0.9% -1.0% 2.9% 2.6%
2003 1.6% 1.0% 1.3% -1.3% 0.7%
2002 7.4% -0.3% 2.7% 3.9% 1.0%
2001 3.2% 0.7% -1.9% 3.9% 0.6%
2000 9.0% 1.9% 2.0% 1.0% 3.9%
1999 -1.5% 0.1% -1.9% -2.5% 2.9%
1998 17.8% 3.5% 1.8% 7.1% 4.4%
1997 13.0% 1.3% 4.3% 4.4% 2.5%
1996 6.3% -2.5% 3.3% 3.2% 2.2%
1995 16.7% 3.2% 2.3% 4.4% 5.9%
1994 -6.7% -8.0% -3.7% 2.6% 2.7%
1993 20.0% 3.8% 1.5% 6.3% 7.1%
1992 18.1% 0.6% 6.4% 3.7% 6.5%
1991 15.0% 7.0% -0.1% 6.2% 1.3%
1990 5.3% -8.9% 6.6% 2.6% 5.8%
1989 8.6% 3.1% 0.0% -1.3% 6.7%
1988 5.9% 5.5% -1.0% 0.7% 0.8%
1987 13.7% 9.7% 1.9% -2.8% 4.6%
1986 11.7% 12.0% 2.1% -5.6% 3.5%
1985 6.1% -2.4% 2.2% 5.7% 0.7%
1984 13.9% 2.7% -3.5% 5.5% 9.0%
1983 15.2% 3.2% 3.9% 2.8% 4.5%
1982 43.1% 14.4% 2.1% 19.6% 2.5%
1981 1.3% 4.8% -3.2% -5.4% 5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/1980
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN GB0000154467

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.75%
  • Initial investment0.75

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).