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HSBC Chinese Equity Fund Investor Series

Ranked 93 out of 144 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Mandy Chan

Objective

The fundamental investment objective of this Fund is to achieve long-term capital growth by investing primarily in a broad range of companies based outside of North America. We may only change the Funds fundamental investment objective with the approval of a majority of the votes cast at a meeting of the unitholders of the Fund held to consider the change.

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

Performance

Greater China over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -21.6% -0.9% -4.0% -7.4% -11.0%
2017 50.2% 11.7% 8.5% 15.7% 7.1%
2016 -2.7% -6.0% -0.5% 13.3% -8.1%
2015 -8.9% 5.3% 7.9% -23.1% 4.2%
2014 8.5% -7.2% 4.2% 1.0% 11.1%
2013 4.7% -4.1% -5.8% 11.6% 3.9%
2012 19.1% 7.4% -5.0% 5.2% 11.0%
2011 -21.3% 2.3% -2.4% -25.1% 5.2%
2010 -1.0% -3.7% -7.6% 9.5% 1.6%
2009 61.2% 1.7% 34.1% 6.8% 10.6%
2008 -54.8% -27.2% -4.9% -25.6% -12.2%
2007 59.2% -2.6% 24.3% 38.3% -4.9%
2006 81.0% 23.7% 3.2% 6.8% 32.6%
2005 10.0% -3.1% 2.6% 14.0% -2.9%
2004 7.3% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/05/2004
  • Share Class size161Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management2.25%
  • Initial investment0.00%

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