HSBC Focused Equity Fund
(Focused Fund - An open ended equity scheme investing in maximum 30 stocks across market caps (i.e. Multi Cap))
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.
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
Investors understand that their principal
will be at Very High Risk
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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