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HSBC Asia ex-Japan Smaller Companies Equity Fund;I

Ranked 3 out of 44 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Sanjiv Duggal

Sanjiv Duggal is a qualified Chartered Accountant. He started his career in the financial industry at the Hill Samuel Group where he worked initially in auditing before switching to emerging markets fund management. He joined HSBC in April 1996 and is responsible for the management of Indian equities, working as lead manager of their HSBC GIF Indian Equity fund.

Elina Fung

Alex Kwan

Objective

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity of, and equity-related to, smaller companies that are economically tied to Asia (excluding Japan), defined with a maximum market capitalization of $3 billion.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Small & Medium Companies over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 13.3%
2016 10.2% 1.5% 3.2% 13.1% -7.0%
2015 3.0% 8.8% 6.0% -17.1% 7.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date11/11/2014
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN US44330V7120

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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