Lifestrategy or.....

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  • chockydavid1983
    chockydavid1983 Posts: 713 Forumite
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    TheShape wrote: »
    I hadn't noticed there was a HSBC Global Strategy Adventurous Portfolio. I know why, it's because it's new and not listed widely.

    Looks like the adventurous one is very new. I can't find a break down of what it includes so will be interesting to find that out...
  • TheShape
    TheShape Posts: 1,780 Forumite
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    chockydavid1983 wrote: »
    Looks like the adventurous one is very new. I can't find a break down of what it includes so will be interesting to find that out...

    http://www.assetmanagement.hsbc.com/uk/advisers/gfc?fundid=HOPF013&SH=Acc%20C

    (fund factsheet is under the fund literature tab)

    I'm going to re-arrange my holdings next year when I open a LISA and transfer my S&S ISA to Vanguard. Might be looking at the Adventurous Fund rather than the Dynamic I currently hold.
  • k6chris
    k6chris Posts: 738 Forumite
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    chockydavid1983 wrote: »
    Looks like the adventurous one is very new. I can't find a break down of what it includes so will be interesting to find that out...

    US Equity (48.6%)
    Europe Equity (14.2%)
    Emerging Markets Equity (11.5%)
    Japan Equity (9.4%)
    UK Equity (5.3%)
    Property (4.7%)
    Pacific ex Japan Equity (4.0%)
    Corporate Bond (1.0%)
    Cash (1.3%)
    "For every complicated problem, there is always a simple, wrong answer"
  • chockydavid1983
    chockydavid1983 Posts: 713 Forumite
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    Thanks guys, looks like I'll be getting some of that at some point...
  • Eco_Miser
    Eco_Miser Posts: 4,708 Forumite
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    JustAnotherSaver wrote: »
    Why would they leave out about 50% off the geographical map?
    From the detail tab there's about 5% each cash and property, and 40% 'unknown'. Perhaps the HSBC site will give more detail on that, but HL haven't (or can't) dig deeper.
    Eco Miser
    Saving money for well over half a century
  • DropD
    DropD Posts: 10 Forumite
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    Thanks to everyone for the info on this thread. Just to say that I went with L & G Multi-Index 6. Based this on the aim of the fund and the time I'm expecting to invest.


    The forum in general has really made me take more interest in pensions and savings which can only be a good thing!


    Thanks


    D
  • AlanP_2
    AlanP_2 Posts: 3,256 Forumite
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    Eco_Miser wrote: »
    From the detail tab there's about 5% each cash and property, and 40% 'unknown'. Perhaps the HSBC site will give more detail on that, but HL haven't (or can't) dig deeper.

    31 July 2017 holdings were:

    US Equity (29.2%)
    Corporate Bond (28.1%)
    Europe Equity (9.7%)
    Emerging Markets Equity (6.9%)
    Global Government Bond (4.8%)
    Japan Equity (6.0%)
    Property (5.1%)
    UK Equity (3.3%)
    Pacific ex Japan Equity (2.3%)
    Cash (4.7%)
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