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HSBC World Equity C

Ranked 2812 out of 3206 in - Global over 12 months
All calculations are in EUR unless stated

Objective

The investment objective of the fund HSBC World Equity is identical to the one of its master fund, HSBC Global Equity C, that is to participate in French and international rising equity markets as referenced in the index Morgan Stanley Capital International World (MSCI World) with exchange risk covered. The fund’s assets are entirely invested in its master fund and in an ancillary manner in liquid assets.

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

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 2812/3206 Total Return
  • Rank 552/3206 Standard Deviation
  • Rank 1200/3206 Max Drawdown
Fund Name Currency Return
2810 Margin Of Safety Fund P USD

15.7%

2811 Manulife Global Fd-Global Equity A USD

15.7%

2812 Sanlam Namibia Global USD

15.7%

2812 White Fleet OLZ Efficient World®Equity B CHF USD

15.7%

2812 HSBC World Equity C

Currency exposure is hedged

Currency exposure is hedged

EUR

15.7%

Fund Name Currency Risk
552 Hartford Global Equity Income Fund;A USD

3.4

552 CFS FirstChoice Multi-Index High Growth A

Currency exposure is hedged

Currency exposure is hedged

AUD

3.4

552 Santander Acciones Global Desarrollado Ejecutiva USD

3.4

552 ICBC Global Emerging Enterprises Fund USD

3.4

552 BLK Global Equity Select D Acc USD

3.4

552 HSBC World Equity C

Currency exposure is hedged

Currency exposure is hedged

EUR

3.4

552 Legg Mason QS Global Equity Cl A USD

3.4

552 BT Wholesale Partner International Shares Core 1 USD

3.4

552 CIBC Global Equity Fd Class Class A USD

3.4

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 15.7% 4.6% 2.1% 3.1% 5.1%
2016 6.1% -3.7% 1.4% 4.6% 3.9%
2015 1.3% 3.0% -0.9% -7.5% 7.2%
2014 9.7% 0.9% 4.2% 0.3% 4.1%
2013 27.9% 10.3% 1.7% 5.3% 8.4%
2012 12.5% 11.1% -4.7% 5.1% 1.1%
2011 -6.1% 2.9% -0.8% -15.2% 8.5%
2010 7.3% 4.2% -12.3% 8.8% 7.9%
2009 23.1% -9.6% 14.6% 13.5% 4.7%
2008 -40.1% -13.4% -1.4% -10.6% -21.6%
2007 1.7% 0.7% 6.3% -1.6% -3.6%
2006 12.1% 5.5% -4.0% 4.7% 5.8%
2005 13.8% 0.0% 1.9% 7.2% 4.2%
2004 8.0% 1.0% 2.0% -2.5% 7.5%
2003 14.3% -9.1% 13.7% 0.1% 10.5%
2002 -29.6% -0.2% -14.4% -21.5% 5.1%
2001 -17.0% 10.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date18/05/2001
  • Share Class size17Mn
  • Base currency
  • ISIN FR0000974297
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

  • Annual management0.00%

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