Investor Funds

Mutual Funds

Overview

HSBC Investor New York Tax Free Money Market Fund

What the Fund invests In

The Fund seeks to provide income free from federal, New York State and New York City personal income taxes with full liquidity. It invests in a portfolio of money market instruments issued by New York State and municipal government and public authorities which are:

  • Short term
  • High quality
  • Tax exempt

Fund Management

HSBC Global Asset Management (USA) Inc. manages the Fund's investments. The adviser's investment philosophy is based on their tradition of identifying clients' investment objectives and performing extensive market research to identify the appropriate securities to meet those objectives. HSBC Global Asset Management (USA) Inc. has full-time professionals, who have access to in-depth research and the ability to follow market trends and identify attractive opportunities, advising the Fund according to the Fund's investment objectives and policies.

Fund Facts

Class Cusip Ticker Sales Charges
A 404281495 RNTXX 0%
B 404281719 HNBXX 4%
C 404281792 HNCXX 1%
D 404281859 HNYXX 0%
Y 404281628 RYYXX 0%

Class I shares (Institutional class) require an initial $25 million dollar investment.

Class Y shares require an initial $5 million dollar investment.

Class B shares are not offered for sale, but are offered as an exchange option.

Distributor: Foreside Distribution Services, LP

HSBC Global Asset Management (USA) Inc. is the investment advisor to the HSBC Investor Funds and receives a fee for its services.

Securities Products are:

  • Not a bank deposit or obligation of the bank or any of its affiliates
  • Not FDIC insured
  • Not insured by any federal government agency
  • Not guaranteed by the bank of any of its affiliates
  • May lose value

These Funds may not be available for sale in all states. Contact your investment advisor concerning if/how you can purchase these Funds.

There is no guarantee that the Fund will continue to hold any one particular security or stay invested in any one particular company. The composition of the Fund's top holdings is subject to change. Performance figures are historical and reflect the change in share price, reinvested distributions, changes in net asset value, sales charges and capital gains distributions, if any.

During the period shown, portions of the investment advisory and shareholder servicing fees were waived. Had these waivers not been in effect, the performance quoted would have been lower.

An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-782-8183. Please read the prospectus carefully before investing or sending money.