Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

HSBC GIF Euroland Equity Smaller Cos AC USD

Ranked 2 out of 2 in - Eurozone Small & Medium Companies over 12 months
All calculations are in USD unless stated

Objective

The sub-fund seeks long-term total return by investing (normally a minimum of 90% of its net assets) in a portfolio of equity and equity equivalent securities of smaller and mid-sized companies which are based in any Eurozone member country.Smaller and mid-sized companies are those companies whose market capitalisation generally comprises the lowest tier of the aggregate Eurozone market defined as companies whose market capitalisation is below EUR 10 billion as well as companies within the MSCI EMU SMID index.

Showing fund performance in Hong Kong View performance globally

Performance

Eurozone Small & Medium Companies over : 30/11/2017 - 30/11/2018
  • Rank 2/2 Total Return
  • Rank 1/2 Standard Deviation
  • Rank 2/2 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% -5.0% -2.8%
2017 41.0% 12.0% 12.4% 10.6% 1.3%
2016 -1.6% 0.7% -7.6% 9.4% -3.3%
2015 7.2% 7.7% 1.2% -6.4% 5.1%
2014 -5.5% 8.7% -0.1% -11.6% -1.6%
2013 28.0% -0.7% 1.1% 16.5% 9.4%
2012 28.9% 21.4% -13.0% 11.5% 9.4%
2011 -24.5% 9.4% -1.7% -29.1% -1.0%
2010 18.1% 4.1% -19.6% 25.1% 12.8%
2009 53.7% -7.5% 34.5% 25.5% -1.6%
2008 -50.1% -2.6% -0.9% -30.0% -26.2%
2007 8.0% 11.2% 7.5% -2.4% -7.4%
2006 48.5% 21.4% 0.6% 1.7% 19.5%
2005 15.7% 3.6% -0.3% 11.4% 0.5%
2004 30.6% 6.2% 2.9% 0.3% 19.2%
2003 12.5% 16.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Hong Kong
  3. Luxembourg
  4. Switzerland
  5. Taiwan

Fund Info

  • Launch date13/05/2003
  • Base currencyUSD

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.50%

Related News

Newcomers to Hong Kong ratings revealed

Citywire Global charts the fund managers posting ratings-worthy performances in the Hong Kong market this month.

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