Investor Funds

Mutual Funds

Overview

HSBC Investor California Tax Free Money Market Fund

What the Fund invests In

The investment objective of The Fund is to provide shareholders of the Fund with liquidity and as high a level of current income that is exempt from federal and California personal income taxes as is consistent with the preservation of capital.

Investing in regional funds may involve additional risk since investments are concentrated in one geographcal area.

The fund's income may be subject to certain state and local taxes, and depending on your tax status, the federal alternative minimum tax.

Fund Management

HSBC Global Asset Management (USA) Inc. manages the Fund's investments. The adviser's investment philosophy is based on their tradition of identifying clients' investment objectives and performing extensive market research to identify the appropriate securities to meet those objectives. HSBC Global Asset Management (USA) Inc. has full-time professionals, who have access to in-depth research and the ability to follow market trends and identify attractive opportunities, advising the Fund according to the Fund's investment objectives and policies.

Consider Investing in the Fund if you are

  • Seeking tax-free income
  • Seeking preservation of capital
  • Have a low risk tolerance
  • Are willing to accept lower potential returns in exchange for a high degree of safety
  • Are investing for a short-term
  • Live in California

The Fund will not be appropriate for anyone

  • Not a California resident
  • Seeking high total returns
  • Pursuing a long-term goal or investing for retirement
  • Investing through a tax-advantaged retirement plan

Fund Facts

Class Cusip Ticker Sales Charges
A 404281271 HCAXX 0%
C 404281255 HCCXX 1%
D 404281248 HCDXX 0%
Y 404281230 HCYXX 0%

Class I shares (Institutional class) require an initial $25 million dollar investment.

Class Y shares require an initial $5 million dollar investment.

Class B shares are not offered for sale, but are offered as an exchange option.

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.