Investor Funds

Mutual Funds

Overview

HSBC Investor Opportunity Fund

What the Fund invests In

The Fund seeks long-term capital growth by investing in the stocks of companies with:

  • Superior company management
  • Significant Insider ownership
  • Solid financial controls
  • Cash flow sufficient to Fund growth
  • Unit volume growth
  • Unique market position/pricing power
  • Low financial leverage

Fund Management

The HSBC Investor Opportunity Fund is part of a master/feeder fund structure and invests all of its assets in the HSBC Investor Opportunity Portfolio, which serves as the master fund. Westfield Capital Management, LLC serves as the sub-adviser to the Portfolio and manages its investments.

Consider Investing in the Fund if you are

  • Seeking a long-term investment
  • Looking to add a growth component to your portfolio
  • Seeking potentially higher long-term returns and are willing to accept the higher risks of investing in emerging companies

The Fund will not be appropriate for anyone

  • Seeking monthly income
  • Pursuing a short-term goal
  • Investing emergency reserves
  • Seeking safety of principal

Fund Facts

Class Cusip Ticker Sales Charges
A 404281586 HSOAX 5%
B 404281669 HOPBX 4%
C 404281768 HOPCX 1%

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.