Morningstar

HSBC Global Investment Funds - Economic Scale US Equity AC

Morningstar Medalist Rating
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Medalist Rating as of See HSBC Investment Hub
  • NAV / 1-Day Return PLN 409.74  /  +0.22 %
  • Fund Size $381.9M
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Below Average
  • Share Class Type —
  • Morningstar Category US Large-Cap Value Equity
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio 241%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will HSBC Global Investment Funds - Economic Scale US Equity AC outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSBC Global Investment Funds - Economic Scale US Equity AC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSBC Global Investment Funds - Economic Scale US Equity AC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSBC Global Investment Funds - Economic Scale US Equity AC’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

HSBC GIF Economic Scale US Equity AC holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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26.45 93M
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