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HSBC INCOME FUND OF FUNDS - Fund overview

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Find rated mixed investment 20-60% shares funds

Overview of HSBC INCOME FUND OF FUNDS

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HSBC INCOME 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 20-60% Shares
Product type	OEIC
Launched	February, 2003
Size	£200m
Yield	4.3%
Charging basis	Capital
Dividends paid	15/6, 15/9, 15/12, 15/3.
Bid price(inc)	108.40p
Bid price(acc)	160.90p

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	2.02%
Reduction in yield (10yr)	2.12%

Bestinvest says

No information available.

Portfolio

hsbc income fund of funds asset allocation illustration

Allocation		Proportion

	Equity	47%
	High yield bonds	12%
	Quality bonds	39%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	2%

hsbc income fund of funds equity geographic illustration

Allocation		Proportion

	UK	95%
	Europe	3%
	Nth America	1%
	Japan	1%
	Pacific	–
	Other Equity	–

hsbc income fund of funds equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for HSBC INCOME FUND OF FUNDS

Investment process

The objective of this fund is to provide above average income with some capital growth.

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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