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HSBC Asia ex-Japan Smaller Companies Equity Fund;I

Ranked 10 out of 46 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Elina Fung

Elina Fung joined HSBC Global Asset Management in 2007 and has been a portfolio manager since 2012. Prior to HSBC, she was a financial controller at Norstar Founders Group. She holds a degree in business administration from the Chinese University of Hong Kong, is a member of the American Institute of Certified Public Accountants and a fellow member of the HK Institute of Certified Public Accountants.

Alex Kwan

Alex Kwan is a portfolio manager at HSBC Global Asset Management (Hong Kong). He joined the company in 2008 and now works within the Asia ex Japan equity team and is named on several strategies, including the HSBC GIF Asia ex Japan fund, which was hard-closed in April 2017. Previously, he served as senior vice president and risk management director at China Development Financial Holding and was also senior vice president at China Development Industrial Bank.

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 : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.3% 5.6% 7.3%
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 size14Mn
  • 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).