HSBC GIF Chinese Equity (X0Q0)

Overview

HSBC GIF Chinese Equity is an actively managed equity fund that is part of the HSBC Global Investment Funds range. The fund is specifically focused on investments in companies that are connected to the Chinese economy. Its main goal is to achieve long-term capital growth by allocating at least 90% of its assets into shares and share-like securities of firms that are either rooted in China or derive a significant portion of their business from the region, which includes Hong Kong. This fund maintains a diversified portfolio that encompasses various sectors, including consumer discretionary, communication services, financials, information technology, and industrials, thereby providing comprehensive exposure to the structural trends present in the Chinese market. It is categorized under the China/Greater China sector and structured as a UCITS-compliant SICAV, offering features like daily dealing and an accumulating share class option. Furthermore, the investment strategy integrates environmental, social, and governance (ESG) considerations in its stock selection process, aligning with Article 8 of the EU Sustainable Finance Disclosure Regulation and mirroring HSBC Asset Management’s commitment to responsible investment practices.

Products and Services

• Equity Fund Management: HSBC GIF Chinese Equity is an actively managed fund that focuses on investment in shares and share-like securities, aiming to capitalize on the growth potential of Chinese businesses.
• Diversified Portfolio: The fund holds a diversified array of investments across multiple sectors, including consumer discretionary, financials, and technology, thereby minimizing risk while capturing various opportunities within the Chinese market.
• UCITS Compliance: The fund is structured as a UCITS-compliant SICAV, ensuring adherence to the rigorous regulatory framework governing mutual funds within Europe, which provides additional security for investors.
• Daily Dealing Options: Investors can take advantage of daily dealing options, enhancing liquidity and providing flexibility for entry and exit from the investment.
• Accumulating Share Classes: The fund offers accumulating share class options, enabling investors to reinvest dividends rather than taking them as cash, which can enhance long-term capital growth.
• ESG Analysis: The investment strategy incorporates comprehensive environmental, social, and governance analysis into the stock selection process, reflecting a commitment to sustainable and responsible investing.