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HSBC China Momentum Fund AC USD

Ranked 34 out of 75 in - China over 12 months
All calculations are in USD unless stated

Managed by

Mandy Chan

Objective

The fund seeks long-term capital growth through a portfolio of investments in equity and equity related securities of Chinese companies or companies deriving a significant proportion of their revenue from operations in China. The fund may invest in shares and securities linked to the shares of China related companies listed or quoted in China, Hong Kong and other jurisdictions, including, A- and B-shares listed on stock exchanges in China, and H-shares and shares of red-chip companies listed on the Hong Kong Stock Exchange.

Showing fund performance in Hong Kong View performance globally

Performance

China over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -21.0% -0.8% -2.6% -7.9% -11.2%
2017 52.6% 11.9% 7.7% 18.5% 6.9%
2016 9.3% -7.2% 0.5% 16.1% 1.0%
2015 -4.9% 7.8% 10.8% -24.6% 5.6%
2014 19.4% -9.6% 9.4% 4.6% 15.5%
2013 6.5% -1.9% -7.1% 14.5% 2.1%
2012 21.1% 13.7% -8.5% 1.8% 14.3%
2011 -23.3% -3.7% 1.6% -14.0% -8.8%
2010 8.3% -2.6% -5.2% 10.1% 6.6%
2009 48.7% -5.3% 27.4% 18.4% 4.2%
2008 -53.7% -32.5% -2.8% -31.5% 3.0%
2007 88.0% 4.9% 36.9% 39.2% -5.9%
2006 103.1% 27.2% 2.9% 14.6% 35.5%
2005 17.2% 14.4% -4.6% 10.4% -2.7%
2004 14.4% 16.8% -19.8% 10.4% 10.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. Macau

Fund Info

  • Launch date28/10/2003
  • Share Class size53Mn
  • Base currencyUSD
  • ISIN HK0000349719

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75%

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