HSBC Monthly Income C Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.17%
  • 3 Year sharpe0.24
  • 3 Year alpha-8.12
  • Distribution Typeaccumulation
  • BenchmarkMarkit iBoxx GBP Corp TR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.64%
  • IA SectorUnclassified Sector
  • Manager GroupHSBC
  • DomicileUnited Kingdom
  • ISINGB00B80H8680

Investment Strategy

The Fund aims to provide a monthly income together with growth in the long term, which is a period of five years or more. To achieve its objective the Fund will invest at least 80% of its value in a combination of shares (equities) of UK companies and bonds issued by UK companies. UK companies are deemed to be those that are domiciled or incorporated in the UK or earn at least 80% of their revenue from the UK. The Fund may invest up to 20% of its value in other assets, including shares and bonds of non-UK companies. The Fund may invest up to 10% of its value in collective investment schemes, which in turn invest in the shares of companies, bonds and other assets. The collective investment schemes may be managed by the HSBC Group. The Fund may invest in money market instruments, deposits and cash to manage day-to-day cash flow requirements. The Fund may invest in derivatives for efficient portfolio management purposes, including hedging.

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