HSBC Investor International Equity
C/O Citi 3435 Stelzer Rd Columbus OH 43219-3035
Phone: 800-782-8183
| Category: |
Foreign Large Value |
| Fund Family: |
HSBC |
| Net Assets: |
337.15M |
| Year-to-Date Return: |
7.33% |
| Yield: |
1.75% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
09-Jan-95 |
|
Kevin F. Simms
Lead Manager since
02-Mar-04 |
|
| Simms is a senior vice president and co-chief investment officer of international equities, and director of research of global and international value equities at AllianceBernstein, his employer since 1992. From 1992 to 1998, he was a research analyst and director at Sanford C. Bernstein, Bernsteins predecessor firm. Simms holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$5,000,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$250 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term growth of capital and future income. The fund invests all of assets in the HSBC Investor International Equity portfolio which normally invests at least 80% of assets in foreign equity securities, including common stocks, preferred stocks, warrants, and convertible securities. The portfolio invests primarily in developed markets, but may invest up to 20% of assets in emerging markets. It ordinarily maintains investments in at least three foreign countries. |
| Last Dividend
(20-Dec-07):
|
0.39 |
| Last Cap Gain
(20-Dec-07):
|
1.90 |
| Annual Holdings Turnover
|
33.00% |
| Average for Category:
|
49.03% |
|
| Expense |
RINEX |
Category
Avg |
| Total Expense Ratio: |
0.97%
|
1.42% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.40% |
| Max Deferred Sales Load: |
0.00%
|
2.67% |
| 3 Yr Expense Projection*: |
$309 |
$655 |
| 5 Yr Expense Projection*: |
$536 |
$1,013 |
| 10 Yr Expense Projection*: |
$1,190 |
$2,008 |
|
|
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