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HCM Income Plus Fund;A

Ranked 40 out of 360 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

R.Vance Howard


The Fund seeks to achieve its investment objective through investments in exchange traded funds that invest in foreign (including emerging markets) and domestic equity securities of any market capitalization and fixed income securities of any maturity, duration, and credit quality (including junk bonds).

Showing fund performance globally. You can view performance in individual jurisdictions.


US Dollar over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 8.6% 2.5% 1.4% 2.4% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date09/11/2016
  • Share Class size102Mn
  • Base currencyUSD
  • ISIN US66538G1554

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment500


  • Annual management0.95%
  • Initial investment1

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).