HSBC RESPONSIBLE INVESTMENT FUNDS - SRI DYNAMIC AC
FR0013443165
HSBC RESPONSIBLE INVESTMENT FUNDS - SRI DYNAMIC AC/ FR0013443165 /
NAV30/10/2024 |
Chg.-1.2000 |
Type of yield |
Investment Focus |
Investment company |
123.0800EUR |
-0.97% |
reinvestment |
Mixed Fund
Worldwide
|
HSBC Global AM (FR) ▶ |
Investment strategy
The subfund’s investment objective is to maximise a performance corresponding to a diversified investment with a high exposure to equity risk over a recommended investment period of at least 5 years. This investment is made by selecting securities of companies or countries selected for their good environmental, social, governmental practices and financial quality. The long-term strategic allocation is composed of 80% equities and 20% international bonds with a euro bias.
HRIF - SRI Dynamic is actively managed without reference to a benchmark. HRIF - SRI Dynamic is a profiled subfund within a multi-asset SRI range composed of several profiles. With a strategic allocation consisting of 80% equities on average, it constitutes an investment with a high exposure to equity market risk: The subfund’s sources of performance are the tactical allocation of asset classes, the selection of securities meeting non-financial and financial criteria, the active management of interest rate risk and credit risk, the active management of currency risk, and the choice of investment vehicles.
Investment goal
The subfund’s investment objective is to maximise a performance corresponding to a diversified investment with a high exposure to equity risk over a recommended investment period of at least 5 years. This investment is made by selecting securities of companies or countries selected for their good environmental, social, governmental practices and financial quality. The long-term strategic allocation is composed of 80% equities and 20% international bonds with a euro bias.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Mixed Fund |
Region: |
Worldwide |
Branch: |
Mixed Fund/Focus Equity |
Benchmark: |
- |
Business year start: |
01/01 |
Last Distribution: |
- |
Depository bank: |
Caceis Bank |
Fund domicile: |
France |
Distribution permission: |
Germany, Switzerland, Czech Republic |
Fund manager: |
Boris Albert |
Fund volume: |
- |
Launch date: |
30/09/2019 |
Investment focus: |
- |
Conditions
Issue surcharge: |
2.00% |
Max. Administration Fee: |
1.35% |
Minimum investment: |
- EUR |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
HSBC Global AM (FR) |
Address: |
Im.Coeur Df.110,, 92400, Courbevoie - La D.4 |
Country: |
France |
Internet: |
www.assetmanagement.hsbc.fr
|
Assets
Stocks |
|
80.80% |
Bonds |
|
19.20% |
Countries
Europe |
|
75.41% |
Global |
|
3.91% |
North America |
|
1.48% |
Others |
|
19.20% |