HSBC Consistently Under Performed

HSBC's Balanced Managed Fund under-performed on 61% of occasions, under performing the average by 0.91% p.a.     

HSBC's Balanced  Managed fund is within the Balanced Managed Sector, which invests across a broad range of asset types. Therefore, it can be used as a fair representation of HSBC's overall investment abilities.   

Figaro Fund Analysis then compares the performance of HSBC's Balanced Managed Fund, with the performance of the Balanced Managed Sector. It does this over 49 different investment periods and looks at the frequency and degree that the fund out, or under-performs the Sector Average. 

Over the 49 investment periods it under-performed the Sector Average on 61% of occasions, under-performing the average fund by 0.91% p.a. 

Figaro Analysis uses the same fund analysis techniques to identify the best fund managers - those performing most consistently, adding the greatest value for investors.  

Fraser Financial Services  offers a pension review service. If you have a pension with HSBC, with your permission we can obtain details of your pension from them and carry out a FREE, NO- OBLIGATION analysis to see whether it might be in your interest to: 

• Move your pension to another fund within HSBC's fund range.

• Transfer your pension fund to a low-cost provider with better fund performance.

• Transfer your pension fund to a Fraser Financial Services SIPP, where you have access to a carefully selected & monitored range of the best funds.

Fund Performance Analysis is performed by Figaro for 49 periods ending 31st January 2010, on data supplied by Morningstar. Whilst Figaro take great care in compiling the figures and information shown, no liability can be accepted for any error or omission.

Past performance is no guarantee of future performance.