Prices and Performance

Prices and Performance
As of 12/31/2020

Equity

Fund YTD 3 MO 6 MO 1 YR 3 YR 5 YR 10 YR Since Inc. Inc. Date Gross Exp. Net Exp.
HSBC Opportunity Fund 33.37% 21.88% 33.27% 33.37% 17.93% 17.05% 13.83% 11.92% 9/3/1996 1.44% 1.10%
Russell 2500™ Growth Index 40.47% 25.89% 37.69% 40.47% 19.91% 18.68% 15.00% ––   –– ––

Money Market

Fund YTD 3 MO 6 MO 1 YR 3 YR 5 YR 10 YR Since Inc. Inc. Date
HSBC U.S. Government Money Market Fund 0.39% 0.01% 0.03% 0.39% 1.42% 1.07% 0.54% –– 12/24/2003
HSBC U.S. Treasury Money Market Fund 0.38% 0.00% 0.02% 0.38% 1.39% 1.02% 0.51% 1.07% 12/30/2003
*On April 1, 2019, the HSBC Global High Income Bond Fund became the HSBC Strategic Income Fund. Although the fund will no longer invest in a globally diversified portfolio of higher yielding securities, the fund will invest opportunistically in investments outside of the United States, including in global asset-backed securities. On April 1, 2019, the HSBC Global High Yield Bond Fund became the HSBC High Yield Fund. Although the fund will no longer invest in a globally diversified portfolio of high yield securities, the fund will invest opportunistically in investments outside of the United States.