HSBC GIF Global Equity Volatility Fcsd AC USD

Ranked 285 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Angus Parker

Objective

The sub-fund aims to provide long term total return by investing in a portfolio of equities worldwide. The sub-fund invests in normal market conditions a minimum of 90% of its net assets in equities and equity equivalent securities of companies domiciled or operating in both developed markets, such as OECD countries, and Emerging Markets. The sub-fund may also invest in eligible closed-ended Real Estate Investment Trusts (REITS). The sub-fund may invest the remaining assets in financial derivative instruments and/or temporarily in fixed income securities, money market instruments, cash instruments and cash.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.6%
2018 -4.0% -3.9% 6.1% 6.4% -11.5%
2017 6.5% 4.6% -1.8% -1.6% 5.3%
2016 23.9% 4.5% 6.2% 6.0% 5.4%
2015 -0.9% 4.8% -7.2% -6.3% 8.7%
2014 4.4% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Greece
  6. Hong Kong
  7. Italy
  8. Luxembourg
  9. Portugal
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. Taiwan
  15. United Arab Emirates
  16. United Kingdom

Fund Info

  • Launch date27/06/2014
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN LU1066051225

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).