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HSBC Open Global Property

Ranked 47 out of 51 in - Global Equity over 12 months
All calculations are in GBP unless stated

Managed by

Guy Morrell

Objective

To provide long term capital growth. The sub fund will predominantly invest in property securities and property related securities and collective investment schemes that, in turn, invest directly or indirectly in property, unlisted property and listed property securities. There are no geographical restrictions.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity over : 31/03/2016 - 31/03/2017
  • Rank 47/51 Total Return
  • Rank 1/51 Standard Deviation
  • Rank 14/51 Max Drawdown
Fund Name Currency Return
45 NN (L) Global Real Estate P Cap EUR GBP

10.1%

46 Catalyst Global Real Estate UCITS A USD Acc GBP

10.0%

47 HSBC Open Global Property Acc GBP

7.4%

48 SLI Glo SICAV Global REIT Focus A EUR GBP

6.0%

49 Deutsche Invest I Gl Real Estate Sec GBPDH(P)RD

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.1%
2016 9.5% 3.1% 5.5% 2.9% -2.2%
2015 5.5% 6.7% -6.7% 0.6% 5.3%
2014 17.0% 4.6% 2.5% 1.9% 7.2%
2013 6.2% 7.1% 0.3% -2.0% 0.8%
2012 11.5% 4.6% 1.0% 1.7% 3.7%
2011 -5.4% -0.1% 2.4% -9.4% 2.1%
2010 15.9% 6.7% -1.3% 5.3% 4.5%
2009 21.0% -9.6% 11.5% 17.3% 2.3%
2008 -19.4% -0.9% -8.0% -2.2% -9.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/11/2007
  • Share Class size18Mn
  • Base currencyGBP
  • ISIN GB00B28PP161

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment4

Related News

HSBC GAM: The problem’s not property funds, it’s investors' expectations

HSBC property manager Guy Morrell says the problem with open-ended fund liquidity is not the asset class, but one of investors’ expectations.

Open-ended argument: The problems with property Oeics

Around £18 bn of assets is now trapped in suspended funds with a further £5.7 bn subject to double-digit exit discounts.

HSBC’s Morrell sticks with Swip Property trust and ups European exposure

HSBC’s Guy Morrell is sticking with Swip Property trust’s Gerry Ferguson ahead of the fund’s integration into Aberdeen Asset Management, following its purchase of the parent company.

Investment Line: Will the commercial property revival prove a false dawn?

Climbing capital values and a decent income stream are attractive on the surface but is the recovery built on shaky foundations?

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