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HCM Income Plus Fund;A

Ranked 20 out of 401 in - US Dollar over 3 months
All calculations are in USD unless stated

Managed by

R.Vance Howard

Objective

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.

Performance

US Dollar over : 31/07/2017 - 31/10/2017
  • Rank 20/401 Total Return
  • Rank 218/401 Standard Deviation
  • Rank 1/401 Max Drawdown
Fund Name Currency Return
18 Lord Abbett Bond-Debenture Fund;A USD

2.1%

19 AB (HK) American Income Portfolio A2 RMB H

Currency exposure is hedged

Currency exposure is hedged

USD

2.1%

20 HCM Income Plus Fund;A USD

2.1%

21 PIMCO Income Fund;Institutional USD

2.0%

22 EIS Penghua Absolute Bond I2 USD Cap USD

2.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 1.4% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date09/11/2016
  • Share Class size86Mn
  • Base currencyUSD
  • ISIN US66538G1554

Purchase Info

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

Charges

  • 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).