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HSBC Global Investment Funds - Global Equity Climate Change Class AC

Performance History31/05/2017
Growth of 1,000 (GBP) Advanced Graph
HSBC Global Investment Funds - Global Equity Climate Change Class AC
Fund21.05.32.422.87.4
+/-Cat0.4-2.1-0.9-0.70.4
+/-B’mrk-3.3-6.1-2.5-5.51.9
 
Key Stats
NAV
28/06/2017
 USD 8.59
Day Change -1.03%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN LU0323239441
Fund Size (Mil)
28/06/2017
 USD 16.72
Share Class Size (Mil)
28/06/2017
 USD 7.75
Max Initial Charge 5.25%
Ongoing Charge
17/02/2017
  1.85%
Investment Objective: HSBC Global Investment Funds - Global Equity Climate Change Class AC
The fund seeks long term capital growth by investing primarily in a well diversified portfolio of investments in equity and equity equivalent securities of companies developing activities related to climate change such as alternative energies, water, waste and pollution, energy efficiency, low carbon players, industry transformers and which have their registered office in, and/or with an official listing on a major stock exchange or other regulated market of any country. The fund will seek to invest in companies with registered office in, and/or with an official listing in, developed markets such as OECD countries, and also those in Emerging Markets. There are no capitalisation restrictions, and it is anticipated that the fund will seek to invest across a range of market capitalisations.
Returns
Trailing Returns28/06/2017
YTD8.02
3 Years Annualised12.20
5 Years Annualised13.56
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Angus Parker
09/11/2007
Inception Date
09/11/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMSCI World NR USD
Portfolio Profile for  HSBC Global Investment Funds - Global Equity Climate Change Class AC28/02/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.480.0098.48
Bond0.000.000.00
Property0.000.000.00
Cash11.299.781.52
Other0.000.000.00
Top 5 Regions%
United States48.57
Eurozone14.73
United Kingdom13.05
Japan8.30
Asia - Developed4.66
Top 5 Sectors%
Technology24.87
Financial Services17.81
Healthcare14.79
Industrials10.95
Consumer Cyclical10.62
Top 5 HoldingsSector%
Unilever NV DRConsumer DefensiveConsumer Defensive2.50
Apple IncTechnologyTechnology2.48
Broadcom LtdTechnologyTechnology2.42
Avery Dennison CorpIndustrialsIndustrials2.34
Delphi Automotive PLCConsumer CyclicalConsumer Cyclical2.25
HSBC Global Investment Funds - Global Equity Climate Change Class AC