Fund Selection: Key Features

HSBC Investment Funds

"6 Bevis Marks, London, EC3A 7QP"

Select from the fund links below to view the key features.

Key Features Glossary

HSBC American Growth OEIC (Inc)

Investment Objective

Aims to provide long term capital growth by investing in North America.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
4.00% minus 2.25% equals 1.75% 1.5% Income From 6% to 3.92% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes HSBC Investment Funds (UK) Ltd State Street Bank and Trust Company

For performance and portfolio information on this fund Go to Fund Report

Source: HSBC Investment Funds (UK) Ltd

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HSBC Asian Growth OEIC (Inc)

Investment Objective

Aims to provide long term capital growth by investing in the Far East excluding Japan.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
4.00% minus 2.25% equals 1.75% 1.5% Income From 6% to 3.89% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes HSBC Investment Funds (UK) Ltd State Street Bank and Trust Company

For performance and portfolio information on this fund Go to Fund Report

Source: HSBC Investment Funds (UK) Ltd

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HSBC European Growth OEIC (Inc)

Investment Objective

Aims to provide long term capital growth by investing in Continental Europe.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
4.00% minus 2.25% equals 1.75% 1.5% Income From 6% to 3.99% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes HSBC Investment Funds (UK) Ltd State Street Bank and Trust Company

For performance and portfolio information on this fund Go to Fund Report

Source: HSBC Investment Funds (UK) Ltd

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HSBC Greater China OEIC (Inc)

Investment Objective

To provide long term capital growth an income by investing in a portfolio of equities and equity related securities with significant exposure to the Greater China region consisting of China, Hong Kong and Taiwan.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
4.00% minus 2.25% equals 1.75% 1.5% Income From 6% to 3.99% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes HSBC Investment Funds (UK) Ltd State Street Bank and Trust Company

For performance and portfolio information on this fund Go to Fund Report

Source: HSBC Investment Funds (UK) Ltd

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HSBC UK Smaller Companies Retail OEIC (Inc)

Investment Objective

Aims to provide long term capital growth by investing in UK smaller companies

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
4.00% minus 2.25% equals 1.75% 1.5% Income From 6% to 3.95% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes HSBC Investment Funds (UK) Ltd State Street Bank and Trust Company

For performance and portfolio information on this fund Go to Fund Report

Source: HSBC Investment Funds (UK) Ltd

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