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HSBC GIF Latin American Equity

Ranked 34 out of 41 in - Latin America over 12 months
All calculations are in GBP unless stated

Objective

The sub-fund seeks long-term returns from capital growth and income by investing at least two thirds of its non-cash assets in a concentrated portfolio of investments in equity and equity equivalent securities of companies which have their registered office in, and with an official listing on a major stock exchange or other Regulated Market of any Latin American country, as well as companies which carry out a preponderant part of their economic activities in Latin America.

Showing fund performance in United Kingdom View performance globally

Performance

Latin America over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 9.3% -6.5% 10.7% -3.3%
2016 50.8% 20.7% 12.5% 7.0% 3.8%
2015 -29.9% -5.5% -5.1% -22.2% 0.5%
2014 -9.6% -1.3% 4.4% -1.4% -11.1%
2013 -10.2% 9.1% -14.0% -0.9% -3.4%
2012 7.9% 11.4% -12.3% 5.4% 4.8%
2011 -25.0% -3.8% -3.2% -22.4% 3.8%
2010 23.0% 7.7% -6.9% 11.4% 10.1%
2009 102.9% 2.3% 30.3% 34.0% 13.6%
2008 -43.9% -6.8% 9.7% -35.4% -15.1%
2007 56.0% 13.2% 16.0% 11.3% 6.8%
2006 17.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Ireland
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date07/07/2006
  • Share Class size04Mn
  • Base currencyUSD
  • ISIN LU0254986077

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).