HSBC GIF Emerging Wealth AD USD

Ranked 12 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Angus Parker

Objective

The Fund aims to provide long term total return by investing in a portfolio of equities of companies positioned to benefit from growth in the consumer economy in Emerging Markets. The Fund invests in normal market conditions a minimum of 90% of its net assets in equities and equity equivalent securities of companies which are domiciled in, based in, or carry out business activities in, any country including both developed markets, such as OECD countries, and Emerging Markets. The Fund normally invests across a range of market capitalisations without any capitalisation restriction.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.2%
2018 -9.2% -3.8% 6.4% 3.3% -14.1%
2017 18.0% 7.7% 2.9% 1.7% 4.7%
2016 23.7% 2.2% 6.2% 10.5% 3.1%
2015 1.1% 5.6% -4.7% -8.6% 10.0%
2014 3.8% -0.2% 1.8% 0.6% 1.6%
2013 14.5% 11.8% -3.6% 0.5% 5.6%
2012 5.4% 9.9% -7.6% 2.8% 1.0%
2011 -12.9% 1.5% -0.7% -20.4% 8.6%
2010 12.9% 6.4% -8.1% 9.1% 5.9%
2009 33.9% -5.6% 13.9% 19.7% 4.0%
2008 -27.5% -13.9% -1.6% -11.1% -3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Brunei Darussalam
  3. France
  4. Germany
  5. Hong Kong
  6. Ireland
  7. Japan
  8. Jersey
  9. Luxembourg
  10. Macau
  11. Singapore
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date07/12/2007
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN LU0309124039

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).