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Growth of $10,000
Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
The fundamental investment objective of this Fund is to provide a reasonably consistent level of monthly income while aiming to preserve capital over the medium to long term. The fund will invest primarily in a diversified portfolio of debt and equity instruments. The fund may invest up to 30% of its assets in foreign securities.
Morningstar’s Take
Contact Information
| Address |
11th Floor, 885 West Georgia Street Vancouver, BC V6C 3E8 Canada |
| Telephone |
800-830-8888 604-257-1000 |
| Website | www.hsbc.ca/funds |
Minimum Investments
| CAD | |
| Initial | 500 |
| Additional | 50 |
| Closed to All Investors | No |
| Closed to New Investors | No |
Sale
| Country Registered For Sale |
|---|
| Canada |
| Country Available For Sale |
| Canada |
Advisor Information
| Fund Inception | 29/12/2004 |
|---|---|
| Name of Issuer | HSBC Global Asset Mgmt (Canada) Ltd. |
| Fund Advisor(s) | HSBC Global Asset Mgmt (Canada) Ltd. |
| Subadvisor(s) |
HSBC Global Asset Management (USA) Inc.
|
Management
| Start Date | |
|---|---|
| Management Team | 29/12/2004 |