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HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies (0P00000ERT)

Toronto - Toronto Delayed Price. Currency in USD
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80.05-0.41 (-0.51%)
At close: 04:00PM EDT

HSBC Global Investment Funds - Asia ex Japan Equity Smaller Companies

Taiwan (R.O.C.)

Taipei City 106,

24F., No.99, Sec. 2, Dunhua S. Rd., Da-an Dist.,

(02)2325-7888
Management Information
Man Chung Alex Kwan,Lead Manager since June 30, 2012
Alex Kwan, Co-Portfolio Manager, joined HSBC in 2008. Prior to joining HSBC, he worked as an engineer at EMC Corp. He holds a Bachelor of Science in Computer Science and a Master’s Degree in Computer Science and Engineering, both from the University of Michigan, in Ann Arbor, Michigan. He also holds an MBA from the Hong Kong University of Science & Technology.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyHSBC Investment Funds (Luxembourg) S.A.
Net AssetsN/A
YTD Return8.61%
Yield1.09%
Morningstar Rating★★★
Inception DateDec 13, 2016

Fund Operations

Last Dividend0.84
Last Cap GainN/A
Holdings Turnover56.81%
Average for CategoryN/A

Fees & Expenses

Expense0P00000ERTCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A