HSBC Investor Wld Sel Mod Strategy A
Columbus, Ohio 43218-2845.
Map
Phone: 800-782-8183
| Category: | Moderate Allocation | | Fund Family: | HSBC | | Net Assets: | 16.64M | | Year-to-Date Return: | -1.51% | | Yield: | 1.28% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Feb-05 |
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Randeep Brar
Lead Manager since
27-Feb-09 | | | Brar is the vice president and head of Multimanager New York and joined HSBC Global Asset Management (USA) Inc. in 2007. Prior to joining the HSBC, he led small cap portfolio management and research within SEI Investments' manager of managers program, where he worked since 2001. Prior thereto, he was associate director of research at Barra Rogers Casey, which he joined in 1994. Brar holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital and current income. The fund invests primarily in Underlying Funds. It may also purchase or hold individual securities. The Adviser anticipates maintaining each element of the Fund?s target allocation within a target investment range, and has determined a ?neutral? target allocation for the Fund. It invests about 20-70% of assets in Underlying Equity Funds, 30-80% of assets in Underlying Fixed Income Funds, 0-20% of assets in Money Market Fund and Other Underlying Funds and Investments. It is expected that the Neutral Target Allocation is: 39% of asset in equity funds and 47% of asset in fixed income funds. |
| Last Dividend
(21-Dec-09):
| 0.04 | | Last Cap Gain
(20-Dec-07):
| 0.50 | | Annual Holdings Turnover
| 41.29% | | Average for Category:
| 87.10% |
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| Expense | HSAMX | Category
Avg | | Total Expense Ratio: | 1.57%
| 1.02% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ 971 | $643 | | 5 Yr Expense Projection*: |
$ 1,312 | $981 | | 10 Yr Expense Projection*: |
$ 2,274 | $1,907 |
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1.52% Nasdaq 0.00%
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