HSBC American Growth Inc

IMA Sector:

North America

ISIN:

GB0000198134

Fund Type:

OEIC

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2024
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

The Fund invests the majority of its assets in equity securities issued by large companies with market capitalizations of at least $10 billion that we believe are of high quality and whose shares are selling at attractive prices.

View on Past Performance

The U.S. stock market as represented by the S&P500® Index decreased for the month of September. The consumer goods and financials sectors were the top performers for the month while basic materials and technology were the worst. Our largest overweight position was Costco Wholesale (- 3.18%), which had a negative net contribution. Our largest underweight position was Exxon Mobil (-2.94%), which had a positive net contribution.

Fund Details

Latest Price 0.00 IMA Sector North America
Currency Launch Date 31/10/1978
Fund Size n/a Fund Manager Christopher C. Davis / Kenneth Charles Feinberg
ISIN GB0000198134 Dividend 1.73

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 31/10/1978
Fund Manager Christopher C. Davis / Kenneth Charles Feinberg
TER 1.67 (02-Nov-2009)

Fund Reports

Minimum Investment
Initial 1000
Additional 500
Savings 50
Charges
Initial 4.00%
Annual Mang't 1.50%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio -0.04

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