Investor Funds

Mutual Funds

Overview

HSBC Investor Growth Fund

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

Fund Facts

Class Cusip Ticker Sales Charges
A 40428X701 HOTAX 5%
B 40428X800 HOTBX 4%
C 40428X883 HOTCX 1%
I 40428X875 HOTYX 0%

Class I shares (Institutional class) require an initial $5 million dollar investment.

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.