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HSBC Open Global Property

Ranked 23 out of 27 in - Global Equity over 12 months
All calculations are in GBP

Managed by

Guy Morrell


To provide long term capital growth. The sub fund will predominantly invest in property securities and property related securities and collective investment schemes that, in turn, invest directly or indirectly in property, unlisted property and listed property securities. There are no geographical restrictions.


Global Equity over : 28/02/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 17.0% 4.6% 2.5% 1.9% 7.2%
2013 6.2% 7.1% 0.3% -2.0% 0.8%
2012 11.5% 4.6% 1.0% 1.7% 3.7%
2011 -5.4% -0.1% 2.4% -9.4% 2.1%
2010 15.9% 6.7% -1.3% 5.3% 4.5%
2009 21.0% -9.6% 11.5% 17.3% 2.3%
2008 -19.4% -0.9% -8.0% -2.2% -9.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
HSBC ISF MultiAlpha Global Real Estate Eq XD 12.74
Schroder Global Property Securities A Inc 12.24
Neuberger Berman US Real Estate Sec GBP I Dist 12.05
Schroder ISF Asia Pacific Property Sec A Acc 11.69
Henderson UK Property Inc 9.75
M&G Property Portfolio Sterling A Inc 8.73
Legal & General UK Property I Inc (PAIF) 8.62
Aberdeen Property Trust A Inc 6.67
iShares FTSE EPRA/NAREIT Asia Property Yield GBP 5.19
TR Property Investment Trust PLC 3.36

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/11/2007
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN GB00B28PP161

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50


  • Annual management1.3%
  • Initial investment4

Related News

HSBC’s Morrell sticks with Swip Property trust and ups European exposure

HSBC’s Guy Morrell is sticking with Swip Property trust’s Gerry Ferguson ahead of the fund’s integration into Aberdeen Asset Management, following its purchase of the parent company.

Investment Line: Will the commercial property revival prove a false dawn?

Climbing capital values and a decent income stream are attractive on the surface but is the recovery built on shaky foundations?

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