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HSBC Monthly Income

Ranked 237 out of 254 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Mohamed Siddeeq

Objective

The fund seeks to provide a monthly income rising over time together with capital growth. The fund will invest predominantly in a combination of UK equities and fixed income securities. The ACD may also invest at its discretion in other transferable securities money market instruments deposits cash and near cash and collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6%
2017 7.4% 3.4% 1.6% 0.0% 2.2%
2016 9.2% -0.4% 2.2% 6.6% 0.6%
2015 1.0% 4.9% -3.3% -3.8% 3.4%
2014 3.3% 0.9% 0.6% 0.3% 1.5%
2013 14.7% 8.1% -2.2% 4.4% 3.9%
2012 11.0% 3.9% -1.5% 4.9% 3.5%
2011 -0.6% 0.6% 1.5% -9.4% 7.5%
2010 13.2% 5.4% -7.9% 11.1% 5.0%
2009 18.8% -9.9% 9.8% 16.7% 2.8%
2008 -23.0% -7.9% -2.2% -9.5% -5.6%
2007 1.9% 1.9% 1.5% -1.2% -0.4%
2006 9.1% 5.1% -2.8% 3.8% 2.9%
2005 15.2% 2.0% 4.5% 4.4% 3.5%
2004 13.0% 0.3% 2.4% 3.7% 6.1%
2003 18.3% -5.2% 13.7% 3.4% 6.1%
2002 -10.0% 5.8% -4.7% -12.8% 2.4%
2001 -1.3% -1.2% 4.3% -10.0% 6.4%
2000 7.0% -4.9% 5.1% 1.2% 5.7%
1999 7.4% 5.2% 2.9% -4.4% 3.9%
1998 9.5% 12.7% 0.0% -10.0% 8.0%
1997 27.5% 4.5% 5.7% 14.0% 1.2%
1996 12.9% 0.8% 1.2% 5.5% 5.0%
1995 19.0% 3.2% 3.5% 6.4% 4.7%
1994 -5.6% 1.1% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/01/1994
  • Share Class size21Mn
  • Base currencyGBP
  • ISIN GB0000160308

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment0

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