HSBC Portfolios - World Selection 4 Class BCH - Accumulation (GBP)
0.70p
(0.03%)
0.70p
(0.03%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
0.70p
(0.03%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Charges and Savings
| Initial charges | |
|---|---|
| Initial charge: | 0.00% |
| Initial saving from HL: | 0.00% |
| Net initial charge: | 0.00% |
| HL dealing charge: | £1.95 |
| Annual charges | |
|---|---|
| Performance fee: | No |
| Ongoing charge (OCF/TER): | 0.92% |
| Ongoing saving from HL: | 0.00% |
| Net ongoing charge: | 0.92% |
In some cases the ongoing savings are provided by our loyalty bonus. Loyalty bonuses are tax-free in an ISA or SIPP. However, they may be subject to tax in a Fund & Share Account which would, in effect, reduce their value and increase the net ongoing charge.
Other Information
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Performance
| 13/10/21 to 13/10/22 | 13/10/22 to 13/10/23 | 13/10/23 to 13/10/24 | 13/10/24 to 13/10/25 | 13/10/25 to 13/10/26 | |
|---|---|---|---|---|---|
| Annual return | -21.10% | 13.26% | 24.25% | 12.26% | 15.11% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
View fund chartOur view on this fund
The Wealth Shortlist features funds our analysts believe have the potential to outperform their peers over the long term. If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
Fund Objective
Aims to provide long term total return by investing in a portfolio of equity and fixed income securities consistent with a medium to high risk investment strategy. Investment policy: The Portfolio invests (normally a minimum of 90% of its net assets) in or gains exposure to: fixed income and equity securities directly into markets and/or through investments in UCITS and/or other Eligible UCIs. other asset classes including, but not limited to, real estate, private equity, hedge fund strategies and commodities through investments in equities securities issued by companies based or operating in developed or Emerging Markets, UCITS and/or other Eligible UCIs. The Portfolio invests in Investment Grade and Non-Investment Grade rated fixed income and other similar securities issued or guaranteed by governments, government agencies or supranational bodies of developed markets, such as OECD countries, and/or Emerging Markets or by companies which are based in or carry out the larger part of their business activities in a developed or Emerging Market. These securities are denominated either in US dollar, in other developed markets currencies hedged into US dollar, or in local Emerging Markets currencies. The Portfolio may also invest in unrated fixed income securities. The aggregate investment in securities that are (i) unrated; or (ii) Non-Investment Grade will not exceed 20% of the Portfolio’s net assets. The Portfolio invests in equities and equity equivalent securities issued by companies which are based or operating in developed and Emerging Markets. The Portfolio normally invests across a range of market capitalisations. The Portfolio may invest up to 100% of its assets in units or shares of UCITS and/or other Eligible UCIs. The Portfolios' exposure to such holdings will normally be between 50% and 100%. The Portfolio will not invest more than 10% of its net assets in securities issued by or guaranteed by any single sovereign issuer with a credit rating below Investment Grade. The Portfolio's primary currency exposure is to the US dollar.
Income Details
Top 10 holdings currently unavailable.
Top 10 sectors currently unavailable.
Top 10 countries currently unavailable.
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Prices provided by Morningstar, correct as at 13 October 2026. Data provided by Broadridge, correct as at 13 October 2026.

You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
4 If you elect to receive the income from an ISA or a Fund & Share Account, we will collect any dividends for you and then pay them directly into your bank account within the first 10 working days of the following month.