What the Fund invests In
The Fund seeks to provide long-term growth of capital and future income by investing primarily in the stocks of major companies in:
- Europe
- Australia and the Far East
- Canada
International investing involves increased risk and volatility.
Fund Management
The HSBC Investor Overseas Equity Fund is part of a master/feeder fund structure and invests all of its assets in the HSBC Investor International Equity Portfolio, which serves as the master fund. Alliance Capital Management L.P.,acting through its Bernstein Investment Research and Management (AllinaceBernstein) serves as the subadviser to the Portfolio and manages its investments. In total, AllianceBernstein has $716.6 billion in assets under management, with $255 billion in value assets and $34.2 billion of that being managed in the international value equity style. The subadviser uses a fundamental value-oriented approach in selecting investments for the Fund.
*Assets and accounts under management information is as of June 30, 2008.
Consider Investing in the Fund if you are
- Seeking a long-term goal such as retirement
- Looking to add a foreign component to your investment portfolio
- Seeking potentially higher long-term returns and are willing to accept higher risks of investing in international stocks
The Fund will not be appropriate for anyone
- Seeking monthly income
- Pursuing a short-term goal or investing emergency reserves
- Seeking safety of principal