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HSBC GIF Emerging Wealth AD USD

Ranked 27 out of 32 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Angus Parker

Objective

The sub-fund will seek to benefit from the growing consumer economy in Emerging Markets. The sub-fund will invest primarily in a well diversified portfolio of investments in equity and equity equivalent securities of companies which have their registered office in, and/or with an official listing on a major stock exchange or other Regulated Market of any country.

Showing fund performance in Jersey View performance globally

Performance

Global Emerging Markets over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.8%
2017 18.0% 7.7% 2.9% 1.7% 4.7%
2016 23.7% 2.2% 6.2% 10.5% 3.1%
2015 1.1% 5.6% -4.7% -8.6% 10.0%
2014 3.8% -0.2% 1.8% 0.6% 1.6%
2013 14.5% 11.8% -3.6% 0.5% 5.6%
2012 5.4% 9.9% -7.6% 2.8% 1.0%
2011 -12.9% 1.5% -0.7% -20.4% 8.6%
2010 12.9% 6.4% -8.1% 9.1% 5.9%
2009 33.9% -5.6% 13.9% 19.7% 4.0%
2008 -27.5% -13.9% -1.6% -11.1% -3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Brunei Darussalam
  3. France
  4. Germany
  5. Hong Kong
  6. Ireland
  7. Japan
  8. Jersey
  9. Luxembourg
  10. Macau
  11. Mauritius
  12. Singapore
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date07/12/2007
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN LU0309124039

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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