HSBC Global Sustainable Multi-Asset Balanced Portf Class C - Accumulation (GBP)

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To provide capital growth through investment in assets that meet sustainable investment principles. The fund invests in a range of sustainable investment strategies which aim to consider financial returns alongside environmental, social and governance factors. [Note: see Sustainable Investment Strategies section below for a summary of the strategies or contact the ACD for further information]This is one of a range of actively managed Global Sustainable Multi-Asset Portfolios offered at different risk levels. The asset allocation of each fund in the range reflects the risk level. The Fund is rated as 3 where 1 is a lower level of risk and 5 is a higher level of risk. The Fund is managed with the aim of maximising returns in line with its agreed long term risk profile therefore any potential returns are likely to be limited by the risk profile of the Fund.To achieve its objective the Fund invests primarily in collective investment schemes, which in turn invest in fixed interest securities, equities and property securities that meet one or more sustainable investment strategies. The Fund may also invest directly in fixed interest securities and equities where the investment objective can be more efficiently achieved.The collective investment schemes that the Fund invests in will, where appropriate, be those managed or operated by the ACD or an associate of the ACD. Where this is not appropriate the Fund may invest in collective investment schemes operated by third party fund providers.The Fund may also invest in money market instruments, deposits and cash to manage dayto- day cash flow requirements.

Historic yield :	1.52%
Income paid:	n/a
Type of payment:	Dividend
Ex-dividend date:
Payment date:

This data is provided by Broadridge. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision. All yields are variable and not guaranteed. Information correct as at 30 April 2024.