HSBC Global Investment Funds - Brazil Equity AC (2JE0)

Overview

HSBC Global Investment Funds - Brazil Equity AC is an actively managed equity fund that focuses on investing primarily in shares of companies tied to the Brazilian economy. The fund aims to achieve long-term capital growth and income through a concentrated portfolio of Brazilian businesses while covering a range of market capitalizations.

With a commitment of at least 90% of its assets allocated to equities or equity-like securities of firms either based in Brazil or those deriving a majority of their business from the country, it offers investors targeted exposure to this dynamic emerging market. The portfolio construction encompasses critical sectors integral to Brazil’s economic framework, including financials, materials, energy, utilities, and industrials, which reflect the various drivers of domestic and export-oriented growth.

Domiciled in Luxembourg and compliant with UCITS regulations, the fund operates under stringent European fund regulatory standards. Following HSBC Asset Management's responsible investment policies, the fund incorporates ESG considerations and imposes exclusions on certain activities. Additionally, it benchmarks its performance against a Brazilian equity index, making it an ideal choice for investors looking for a dedicated allocation to Brazilian equities within a broader diversified global portfolio.

Products and Services

• Actively Managed Equity Fund: The fund is actively managed to seek long-term capital appreciation by investing primarily in Brazilian companies across various sectors, ensuring a well-diversified portfolio. This active management style allows the fund managers to adjust holdings based on market conditions and opportunities in the Brazilian market.
• Targeted Exposure to Emerging Markets: Investors gain focused exposure to the Brazilian equity market through a dedicated allocation, catering specifically to those who want to capitalize on Brazil’s growth potential, especially in key sectors such as finance, energy, and industrials.
• Compliance with UCITS Regulations: As a UCITS-compliant vehicle, the fund adheres to European standards of investor protection and transparency, providing additional reassurance to investors regarding fund management practices.
• Responsible Investment Policies: The fund integrates responsible investment principles, implementing exclusions on certain high-impact activities to align with ESG criteria, reflecting a commitment to sustainable investing.
• Benchmarking Against Brazilian Equity Index: The performance of the fund is compared to a relevant Brazilian equity index, ensuring clarity of performance metrics and providing a reliable gauge for investors assessing the fund's success in capitalizing on Brazilian market trends.