HSBC Investor Growth Fund
The Growth Fund seeks to achieve its investment objective by investing all of its assets in the HSBC Investor Growth Portfolio, which has the same investment objective as the Growth Fund.
What the Fund invests In
- U.S. and foreign equity securities of high quality companies
- Market capitalizations generally in excess of $2 billion
- Potential to generate superior levels
Fund Management
The HSBC Investor Growth Fund is part of a "master/feeder" fund structure and invests all of its assets in the HSBC Investor Growth Portfolio, which acts as the master fund. Winslow Capital Management ("Winslow") is the sub-adviser to the Fund. Winslow invests in companies that it believes can deliver future annual earnings growth of 12% or more, with rising return on invested capital and positive cash flow. Winslow manages total assets of $4.5 billion.
*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 growth component to your investment portfolio
- Seeking potentially higher long-term returns and are willing to accept higher risks of investing in the stock market
The Fund will not be appropriate for anyone
- Seeking monthly income
- Pursuing a short-term goal or investing emergency reserves
- Seeking safety of principal