HSBC Investor Value Fund
The investment objective of the HBSC Investor Value Fund is long-term growth of capital and income. The Value Fund seeks to achieve its investment objective by investing all of its assets in the HSBC Investor Value Portfolio, which has the same investment objective as the Value Fund.
What the Fund invests In
- Large and medium U.S. and foreign equity securities of companies selected on an opportunistic basis
- Undervalued companies where a catalyst exists such as new management, industry consolidation, company restructuring or a change in the company's fundamentals to recognize value or improve a company's profitability
Fund Management
The HSBC Investor Value Fund is part of a "master/feeder" fund structure and invests all of its assets in the HSBC Investor Value Portfolio, which acts as the master fund. NWQ Investment Management Company, LLC (NWQ) is the subadviser to the Fund. NWQ seeks undervalued large and mid capitalization companies with identifiable catalysts expected to improve profitability and/or unlock value. NWQ manages over $28.3 billion in total assets in a broad array of portfolio strategies, using a value-oriented investment approach.
*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