HSBC Investor Growth A
C/O Citi 3435 Stelzer Road Columbus OH 43219-3035
Map
Phone: 800-782-8183
| Category: | Large Growth | | Fund Family: | HSBC Investments (UK) Ltd | | Net Assets: | 22.04M | | Year-to-Date Return: | -11.18% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-May-04 |
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Justin H. Kelly
Lead Manager since
12-May-08 | | | Kelly is a managing director and portfolio manager of Winslow Capital with responsibility for large cap growth stocks. Previously, he was a vice president and co-head of the Technology Team at Investment Advisers, Inc. in Minneapolis from 1997-1999. For the prior four years, he was an investment banker in New York City for Prudential Securities and then Salomon Brothers. Kelly holds the Chartered Financial Analyst designation. |
| 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. The fund seeks to invest all of assets in the HSBC Investor Growth Portfolio which normally invests in U.S. and foreign equity securities of high quality companies with market capitalizations generally in excess of $2 billion, which the sub-adviser believes have the potential to generate superior levels of long-term profitability and growth. |
| Last Dividend
(29-Jun-07):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 0.84 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 98.32% |
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| Expense | HOTAX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$904 | $622 | | 5 Yr Expense Projection*: |
$1,214 | $957 | | 10 Yr Expense Projection*: |
$2,089 | $1,889 |
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1.49% Nasdaq 
0.27%
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