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HSBC GIF BRIC Markets Equity

Ranked 10 out of 19 in - Global Emerging Markets over 3 months
All calculations are in EUR unless stated

Managed by

Nick Timberlake

Objective

The sub-fund aims to provide long term total return by investing in a portfolio of equities from Brazil Russia India and China (including Hong Kong SAR) ("BRIC").The sub-fund invests in normal market conditions a minimum of 90% of its net assets in equities and equity equivalent securities of companies which are domiciled in based in or carry out the larger part of their business activities in Brazil Russia India and/or China (including Hong Kong SAR) (BRIC).

Showing fund performance in Estonia View performance globally

Performance

Global Emerging Markets over : 31/05/2018 - 31/08/2018

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 4.4% 9.3% 10.3%
2015 -9.7% 14.8% -1.9% -22.4% 3.3%
2014 6.7% -4.5% 8.4% 3.4% -0.3%
2013 -10.4% -0.4% -12.0% 4.0% -1.8%
2012 9.5% 9.2% -7.4% 3.3% 4.9%
2011 -21.1% -2.9% -5.4% -20.7% 8.4%
2010 16.0% 6.5% -0.3% 2.3% 6.8%
2009 81.1% 10.8% 32.3% 11.2% 11.2%
2008 -57.7% -23.6% 2.8% -27.9% -25.3%
2007 42.1% -1.9% 14.6% 13.9% 11.0%
2006 3.2% 17.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Estonia
  2. Finland
  3. France
  4. Germany
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date27/06/2006
  • Share Class size21Mn
  • Base currencyEUR

Purchase Info

  • Min. initial investment3,750
  • Min. regular additional investment0

Charges

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

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