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HSBC GROWTH FUND OF FUNDS - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of HSBC GROWTH FUND OF FUNDS

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HSBC GROWTH FUND OF FUNDS does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  February, 2003
Size  £111m
Yield 1.1%
Charging basis  Income
Dividends paid  –
Bid price(inc) 177.40p
Bid price(acc) 189.40p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 2.09%
Reduction in yield (10yr) 2.19%

Bestinvest says


No information available.

Portfolio

hsbc growth fund of funds asset allocation illustration
Allocation Proportion
Equity 85%
High yield bonds 2%
Quality bonds 7%
Property
Commodities
Hedge
Fund cash 6%
hsbc growth fund of funds equity geographic illustration
Allocation Proportion
UK 56%
Europe 15%
Nth America 8%
Japan 7%
Pacific 8%
Other Equity 6%
hsbc growth fund of funds equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The objective of this fund is to provide medium to long-term capital growth by investing in funds that in turn invest in equities and bonds mainly from the UK, but with some overseas exposure.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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