HSBC Investor Overseas Equity C
C/O Citi 3435 Stelzer Road Columbus OH 43219-3035
Map
Phone: 800-782-8183
| Category: | Foreign Large Value | | Fund Family: | HSBC Investments (UK) Ltd | | Net Assets: | 90.00K | | Year-to-Date Return: | -19.97% | | Yield: | 0.11% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Nov-98 |
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Kevin F. Simms
Lead Manager since
01-Mar-04 | | | Simms is a senior vice president and co-chief investment officer of international equities, and director of research of global and international value equities at AllianceBernstein. He has worked in investment management since he joined AllianceBernstein in 1992. From 1992 to 1998, he was a research analyst and director at Sanford C. Bernstein, Bernsteins predecessor firm. |
| 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 long-term growth of capital and future income. The fund investing all of assets in the HSBC Investor International Equity portfolio which normally invests at least 80% of assets in equity securities of companies organized and domiciled in developed nations outside the United States or for which the principal trading market is outside the United States, including Europe, Canada, Australia and the Far East. The Portfolio may invest up to 20% of assets in equity securities of companies in emerging markets. |
| Last Dividend
(20-Dec-07):
| 0.02 | | Last Cap Gain
(20-Dec-07):
| 3.31 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 44.39% |
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| Expense | HOECX | Category
Avg | | Total Expense Ratio: | 2.30%
| 1.38% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.56% | | 3 Yr Expense Projection*: |
$745 | $603 | | 5 Yr Expense Projection*: |
$1,275 | $960 | | 10 Yr Expense Projection*: |
$2,726 | $1,919 |
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1.49% Nasdaq 
0.27%
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