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HSBC GIF Euroland Equity Smaller Cos ZC EUR

Ranked 9 out of 18 in - EuroZone Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Objective

The sub-fund seeks long-term total return by investing (normally a minimum of 90% of its net assets) in a portfolio of equity and equity equivalent securities of smaller and mid-sized companies which are based in any Eurozone member country.Smaller and mid-sized companies are those companies whose market capitalisation generally comprises the lowest tier of the aggregate Eurozone market defined as companies whose market capitalisation is below EUR 10 billion as well as companies within the MSCI EMU SMID index.

Showing fund performance in Luxembourg View performance globally

Performance

EuroZone Small & Medium Companies over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 25.9% 10.9% 5.8% 7.1% 0.1%
2016 3.0% -3.7% -4.9% 8.6% 3.5%
2015 21.4% 21.8% -2.1% -6.2% 8.5%
2014 9.3% 9.1% 1.0% -3.8% 3.2%
2013 24.4% 2.4% 0.3% 12.3% 7.9%
2012 28.5% 18.2% -7.4% 9.5% 7.2%
2011 -21.3% 2.4% -2.9% -23.7% 3.7%
2010 29.8% 11.3% -11.3% 13.1% 16.3%
2009 53.5% -1.0% 26.6% 21.7% 0.6%
2008 -47.6% -9.5% -0.7% -22.7% -24.5%
2007 -0.9% 10.3% 7.1% -6.0% -10.7%
2006 35.9% 19.9% -4.1% 2.3% 15.5%
2005 6.8% 12.4% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Jersey
  4. Luxembourg
  5. Mauritius
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date07/04/2003
  • Share Class size131Mn
  • Base currencyUSD
  • ISIN LU0165100255

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).