HSBC Investor Core Plus Fixed Income B
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: | 2.02M | | Year-to-Date Return: | -2.86% | | Yield: | 4.24% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jan-98 |
|
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 |
|
| |
| The investment seeks total return. The fund invests all of assets in the HSBC Investor Core Plus Fixed Income Portfolio which normally invests at least 80% of assets in investment-grade fixed-income securities. Investments may include U.S. government obligations, domestic and foreign corporate debt, corporate commercialized paper, mortgage- and asset-backed securities, variable and floating rate debt. The portfolio may invest up to 20% of assets in fixed-income securities rated below investment-grade. |
| Last Dividend
(29-Aug-08):
| 0.03 | | Last Cap Gain
(21-Dec-05):
| 0.05 | | Annual Holdings Turnover
| 252.00% | | Average for Category:
| 200.26% |
|
| Expense | HSBBX | Category
Avg | | Total Expense Ratio: | 1.42%
| 0.98% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 4.00%
| 2.69% | | 3 Yr Expense Projection*: |
$808 | $466 | | 5 Yr Expense Projection*: |
$1,094 | $718 | | 10 Yr Expense Projection*: |
$2,070 | $1,428 |
|
|
1.49% Nasdaq 
0.27%
Profile
