HSBC UK Multi-Factor Equity Fund Institutional A Income

The HSBC UK Multi-Factor Equity Fund aims for long-term growth by investing at least 80% of its assets in shares of UK-based companies or those generating most of their revenue in the UK. The fund selects and ranks stocks from the FTSE 350 ex Investment Trust Index and other UK companies based on factors like value, quality, and size, focusing on the most promising opportunities. To ensure diversification, up to 20% of the portfolio may include non-UK equities, similar asset classes, and cash, while up to 10% can be allocated to other funds managed by HSBC. This strategic approach creates a balanced and growth-oriented investment portfolio.