HSBC American Index Fund Accumulation C

Seeking long-term capital growth, it matches the return of the S&P 500 Index of 500 large companies listed on the New York Stock Exchange or NASDAQ (another American stock exchange).

HSBC American Index Fund Accumulation C
HSBC Global Asset Management (UK) Ltd
Open Ended Investment Company
North America
0.06 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.4 %
S&P 500 TR GBP
To provide long term capital growth by matching the return of the S&P’s 500 index.To invest in companies that make up the S&P’s 500 index. The fund may invest in financial derivative instruments for efficient portfolio management with a level of risk that is consistent with the overall risk profile of the fund. The fund does not intend to use financial derivative instruments extensively. The fund may hold cash and collective investment schemes, including collective investment schemes managed or operated by the ACD or an associate of the ACD, to manage day-to-day cash flow requirements. The scheme property may also not consist of the exact composition and weighting of the underlying in the index in circumstances where the ACD determines that this is appropriate for reasons of poor liquidity, excessive cost to the fund or where there are investment restrictions due to regulations or the ACD’s cluster munitions and controversial weapons policy.
Holding %
Microsoft Corp 4.24 %
Apple Inc 3.66 % Inc 2.95 %
E-mini S&P 500 Sept19 2.89 %
Facebook Inc A 1.78 %
Berkshire Hathaway Inc B 1.59 %
Alphabet Inc Class C 1.46 %
Alphabet Inc A 1.43 %
JPMorgan Chase & Co 1.42 %
Johnson & Johnson 1.36 %
Region %
United States 99.02 %
Sector %
Technology 23.58 %
Financial Services 15.73 %
Healthcare 13.82 %
Consumer Cyclical 11.94 %
Industrials 9.93 %
Consumer Defensive 8.12 %
HSBC Global Asset Management (UK) Ltd
SW1A 1EJ, London, United Kingdom
Legal Structure
Open Ended Investment Company


Not Disclosed
Joined 09/30/2016

Data provided by Morningstar.

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