HSBC Asset Management Equity Fund
Investment purpose of the fund is to obtain higher return than its benchmark in long term. While 80% of fund portfolio is invested in equities traded on BİST continuously, rest is invested in reverse repo, cash and/or money market. It is suitable for investors who want to invest in equities. It aims to offer its investors to benefit high return potential in return for high risk of equities. This fund is an equity intensive fund.
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HSBC Asset Management BIST 30 Index Equity Fund
Investment purpose of this mutual fund is to obtain the return of BİST-30 equity index by following it with a correlation of almost 100%. While 80% of fund portfolio is invested in equities traded on BİST continuously, rest is invested in reverse repo, cash and/or money market. Providing return of BIST-30 equity index as closely as possible to investors who want to obtain a return close to BIST-30 equity index but do not want to choose among equities and invest them separately is intended. By its nature, this mutual fund has high risk level. This fund is an equity intensive fund.
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HSBC Asset Management Sustainability Equity Fund*
At least 80% of the fund portfolio is continuously invested in the partnership shares in the BIST Sustainability index and the exchange-traded fund participation shares established to follow the BIST Sustainability Index. In addition to targeting high financial returns with the asset selections to be made with a sustainable investment approach; the fund includes exchange traded funds based on domestic and/or international sustainability and/or ESG (Environmental, Social, Governance) themed indices, which include companies that have integrated environmental, social and/or corporate governance criteria into their investment decisions; money and capital market instruments issued by companies included in BIST sustainability indices, issued in accordance with ESG criteria. By its nature, this mutual fund has high risk level. This fund is an equity intensive fund.
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*In broad terms “sustainable investing” products include investment approaches or instruments which consider sustainability factors to varying degrees. Certain instruments we classify as sustainable may be in the process of changing to deliver sustainability outcomes. There is no guarantee that Sustainable investing products will produce returns similar to those which don’t consider these factors. Sustainable investing products may diverge from traditional market benchmarks. In addition, there is no standard definition of, or measurement criteria for, Sustainable investing or the impact of Sustainable investing products. Sustainable investing and related impact measurement criteria are (a) highly subjective and (b) may vary significantly across and within sectors. HSBC Bank A.Ş. may rely on measurement criteria devised and reported by third party providers or issuers. HSBC Bank A.Ş. does not always conduct its own specific due diligence in relation to measurement criteria. There is no guarantee: (a) that the nature of the sustainability impact or measurement criteria of an investment will be aligned with any particular investor’s sustainability goals; or (b) that the stated level or target level of sustainability impact will be achieved. Sustainable investing is an evolving area and new regulations are being developed which will affect how investments can be categorised or labelled. An investment which is considered to fulfil sustainable criteria today may not meet those criteria at some point in the future.