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HSBC Global Investment Funds - Global Equity Climate Change AC

Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
HSBC Global Investment Funds - Global Equity Climate Change AC
Fund2.422.812.1-7.922.7
+/-Cat-0.9-0.7-0.5-1.14.9
+/-B’mrk-0.9-5.9-1.2-4.12.6
 
Key Stats
NAV
17/10/2019
 USD 9.74
Day Change 0.16%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN LU0323239441
Fund Size (Mil)
17/10/2019
 USD 21.55
Share Class Size (Mil)
17/10/2019
 USD 6.35
Max Initial Charge 5.00%
Ongoing Charge
21/06/2019
  1.85%
Investment Objective: HSBC Global Investment Funds - Global Equity Climate Change AC
The sub-fund aims to provide long term total return by investing in companies that may benefit from the transition to a low carbon economy and which are considering climate change in their business strategy. The sub-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 the larger part of their business activities in, any country including both developed markets and Emerging Markets. The sub-fund may also invest in eligible closed-ended Real Estate Investment Trusts (“REITs”). Investments in Chinese equities include, but are not limited to, China A-shares and China B-shares (and such other securities as may be available) listed on stock exchanges in the People's Republic of China (“PRC”).
Returns
Trailing Returns (GBP)17/10/2019
YTD19.49
3 Years Annualised7.94
5 Years Annualised10.73
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 ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  HSBC Global Investment Funds - Global Equity Climate Change AC30/06/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.560.0097.56
Bond0.000.000.00
Property0.000.000.00
Cash15.6014.041.56
Other1.690.810.88
Top 5 Regions%
United States45.18
Eurozone19.78
United Kingdom13.69
Japan7.75
Europe - ex Euro4.79
Top 5 Sectors%
Technology29.85
Consumer Cyclical14.00
Industrials12.81
Financial Services9.17
Energy7.19
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology4.20
Ball CorpConsumer CyclicalConsumer Cyclical2.63
Iberdrola SAUtilitiesUtilities2.60
Orsted A/SUtilitiesUtilities2.56
IQVIA Holdings IncHealthcareHealthcare2.46
HSBC Global Investment Funds - Global Equity Climate Change AC
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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