HSBC Open Global Return Fund
Nicholas Pothier manages the Global Return fund by spreading capital across a variety of global assets. We carefully choose specialist managers from the local insights generated across our 12 multi-manager offices. Our experts seek to uncover exciting opportunities, while a scientific approach informs our portfolio mix.
Use common sense. Choose premium ingredients wisely. Combine them with skill. A traditional managed fund recipe now with more flavour.
HSBC Open Global Return Fund
| Since inception* | 2 years | 1 year | 6 months | |
|---|---|---|---|---|
| Fund return | -5.31% | -8.07% | -10.84% | -7.80% |
| IMA Cautious Managed Sector Average | -18.86% | -20.38% | -16.59% | -10.32% |
| Quartile rank | 1 | 1 | 1 | 2 |
Please note that the value of your investment and any income from it may fall as well as rise, and you may not get back the amount you invested originally. You should view this investment as medium to long term, and should plan to keep it for at least five years. Charges are taken from the income of the HSBC Open Global Return Fund. If there is insufficient income to meet such charges, any deficit will be taken from the capital. This could result in an erosion of the capital value of your investment. You should be aware of currency movements between sterling and the currencies of other countries. This could have an adverse impact on your investment return particularly from funds investing outside of the UK. Investments in emerging markets are by their nature higher risk and potentially more volatile than those inherent in established markets. There are additional risks associated with specific alternative investments within the portfolios; these investments may be less readily realisable than others and it may therefore be difficult to sell in a timely manner at a reasonable price or to obtain reliable information about their value; there may also be greater potential for significant price movements. Please refer to the Simplified Prospectus for detailed risk information. HSBC Global Asset Management (UK) Limited provides information to professional advisers and their clients on the investment products and services of members of the HSBC Group. The HSBC Open Global Return Fund is a sub-fund of HSBC OpenFunds of which HSBC Global Asset Management (UK) Limited is the Authorised Corporate Director and the Investment Manager. Please refer to the Simplified Prospectus and brochure for full details. Issued by HSBC Global Asset Management (UK) Limited. Authorised and regulated by the Financial Services Authority. © 2009 HSBC Global Asset Management (UK) Limited. All rights reserved.
