HSBC Global Investment Funds - Multi-Asset Style Factors IC
Fund
ISIN LU1460782227 / Valor 34333730
NAV (2025-02-06)
EUR 11.64+0.09%
HSBC Global Investment Funds - Multi-Asset Style Factors IC
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General Objective
The fund aims to provide long-term capital growth and income by investing mostly in financial derivative instruments to gain exposure to a range of assets, including bonds, shares, and currencies globally, including emerging markets. The fund targets returns that are less sensitive to market fluctuations and a volatility of 7%.
Fund Exposure
The fund exposure includes a range of asset classes such as bonds, shares, and currencies globally, including emerging markets. The fund utilizes a carry strategy, value strategy, and momentum strategy to achieve its investment objectives. The styles are expected to have low correlation to each other. The fund may also invest in short-term bonds, money-market instruments, and cash.
Risks
The main risks associated with this fund include the potential for the unit value to go up as well as down, the risk associated with investing in bonds, especially when interest rates rise, and the risks involved in investing in Emerging Markets, which are less established and more volatile than developed markets. Additionally, the fund may use derivatives, which can behave unexpectedly, and may employ leverage, leading to greater gains and/or losses. Further information on potential risks can be found in the Key Investor Information Document and Prospectus.