HSBC Balanced Inc C

FUNDEUFUNDGBPGB00BG0R4Z55
Yield:1.49%
Latest Price
£2.0430
+0.0165 (+0.81%)
as of 6 May 2026

Educational tool only — Fund data is shown for informational purposes. This is not financial advice or a recommendation to buy or sell any security.

Price History

Performance

Total Return
+13.30%
over 1y
Annualized Return
+20.28%
CAGR
Volatility
7.8%
annualized
Max Drawdown
-6.3%
trough 27 Mar 2026
Sharpe Ratio
2.59
risk-adjusted return
Best Day
+1.55%
1 Apr 2026
Worst Day
-1.60%
3 Mar 2026
Data Points
172
1 Sept 2025 – 6 May 2026