This HSBC Fund Has Beaten Its Peers. Can It Keep Delivering?
HSBC Global Strategy Adventurous Portfolio earns a Morningstar Gold rating thanks to its low costs, global exposure, and disciplined investment approach.
Tom Mills
Tom Mills is a principal, multi-asset strategies, for Morningstar UK Ltd (“Morningstar”), a wholly owned subsidiary of Morningstar, Inc.
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Why HSBC Global Strategy Conservative Earns a Gold Rating
We commence analyst coverage of the HSBC Global Strategy range, with the Conservative Portfolio sitting at the second-lowest of its five risk levels.
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We have confidence in the BNY Mellon Multi-Asset Income and team.
This Top-Rated Absolute Return Fund Has a Strong Focus on Capital Preservation
CG Absolute Return Fund provides a open-end version of Capital Gearing Trust.
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UK investors have become some of the most price‑sensitive in the world.
Vanguard LifeStrategy Lowers UK Stock and Bond Exposure in Rebalance
Weighting toward UK stocks will drop from 25% to 20% of total equity from March 2026 onward.
How Multi-Asset Funds Performed in 2025
Funds with higher equity risk exposure reaped the rewards in a strong year for global stock markets and gold prices.
UK Managed Portfolios Shift Toward ETFs as Costs Continue to Fall
Competition, regulation, and passive choices have put downward pressure on costs.
What’s Next for UK Multi-Asset Funds?
After a torrid time, strong equity returns have come to the rescue of multi-asset funds. Managers now want stability.
Managed Portfolios: Passive Fund Use is Still Growing, and it's Cheaper
We see a continuing downward trend in the total costs of these offerings, which providers are achieving chiefly through greater use of passive funds in portfolios
