HSBC Investor Int Duration Fixed Inc A
C/O Citi 3435 Stelzer Road Columbus OH 43219-3035
Map
Phone: 800-782-8183
| Category: | Intermediate-Term Bond | | Fund Family: | HSBC Investments (UK) Ltd | | Net Assets: | 1.63M | | Year-to-Date Return: | -1.81% | | Yield: | 4.79% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Feb-01 |
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Suzanne E. Moran
Lead Manager since
28-Feb-06 | | | Moran is a managing director with HSBC Halbis Partners. She joined the firm in July 2005 to co-lead the firms US fixed income team. Prior to joining HSBC, Moran spent 10 years at Credit Suisse Asset Management (CSAM). Prior to CSAM, she was a fixed income analyst at Credit Suisse First Boston. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks to maximize total return. The fund invests all of assets in HSBC Investor Intermediate Duration Fixed Income portfolio, which consists of fixed income securities such as corporate bonds, U.S. government securities, commercial paper, mortgage-backed securities, and asset backed securities. The portfolio invests in fixed income securities with a stated maturity of less than ten years, but expects to maintain an average duration of three to six years. |
| Last Dividend
(29-Aug-08):
| 0.03 | | Last Cap Gain
(20-Dec-07):
| 0.04 | | Annual Holdings Turnover
| 220.00% | | Average for Category:
| 200.26% |
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| Expense | HLMAX | Category
Avg | | Total Expense Ratio: | 0.53%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$881 | $466 | | 5 Yr Expense Projection*: |
$1,248 | $718 | | 10 Yr Expense Projection*: |
$2,276 | $1,428 |
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