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HSBC OPEN GLOBAL DISTRIBUTION A - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of HSBC OPEN GLOBAL DISTRIBUTION A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HSBC OPEN GLOBAL DISTRIBUTION A does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  November, 2006
Size  £393m
Yield 4.5%
Charging basis  Capital
Dividends paid  15/3, 15/6, 15/9, 15/12
Bid price(inc) 92.76p
Bid price(acc) 116.90p

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 2.04%
Reduction in yield (10yr) 2.14%

Bestinvest says


No information available.

Portfolio

hsbc open global distribution a asset allocation illustration
Allocation Proportion
Equity 30%
High yield bonds 3%
Quality bonds 51%
Property 6%
Commodities 5%
Hedge
Fund cash 5%
hsbc open global distribution a equity geographic illustration
Allocation Proportion
UK 11%
Europe 18%
Nth America 60%
Japan 8%
Pacific 3%
Other Equity
hsbc open global distribution a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund’s objective is to provide a high level of income by investing in a broad range of asset classes across global markets. The fund will invest primarily in collective investment schemes that in turn invest in fixed income securities, higher yielding equities, property, commodities and derivatives. The ACD may also invest at its discretion in other transferable securities, money market deposits, cash and near cash.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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