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HSBC Focused Equity Fund

(Focused Fund - An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi Cap))

NFO Period - 1 - 15 July 2020

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HSBC Focused Equity Fund aims to generate long term capital growth through investments in a “Concentrated portfolio” of equity & equity related instruments of up to 30 companies across market capitalization.


HSBC Focused Equity Fund. An open ended equity scheme investing in maximum 30 stocks across market caps i.e. Multi Cap.

Our philosophy

  • Focus on companies with an attractive combination of profitability and valuation
  • Active investment opportunity supported by proprietary fundamental research
  • Strict valuation discipline and long-term investment horizon approach

Our process

Proprietary fundamental research drives stock selection:

  • Evaluate investment case based on sustainable profitability
  • Analysis of drivers of profitability and what is discounted in the valuation
  • Benefits from global investment network and research sharing platform

Why HSBC Focused Equity Fund?

  • To seek growth and deliver above benchmark returns by providing long-term capital growth from an actively managed portfolio comprising of up to 30 companies across market capitalization (i.e. Multi Caps)
  • Top down and bottom up approach will be used to invest in equity and equity related instruments
  • Investments will be based on the Investment Team’s analysis of business cycles, regulatory reforms, competitive advantages and more
  • True to label fund – The fund will stay true to its objective in keeping with the mandate reposed by the investor whilst investing in the fund
  • To create a corpus through generating inflation-adjusted returns to cater to long-term goals
Risk Warning

HSBC Focused Equity Fund

(Focused Fund - An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi cap))

This product is suitable for investors who are seeking*:

  • Long term wealth creation
  • Investment in equity and equity related securities across market capitalization in maximum 30 stocks

Riskometer
Riskometer
Investors understand that their principal
will be at Moderately High risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.