HSBC Investor Growth & Income B
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: | 3.20M | | Year-to-Date Return: | -13.95% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Apr-01 |
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Geoffrey I Edelstein
Lead Manager since
28-Feb-06 | | | Edelstein is a managing director and principal of TIM, and he has been with the firm since 2005. Prior to Transamerica, Edelstein was co-founder and managing director of Westcap from 1992 to 2005. Edelstein 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 and current income. The fund primarily invests at least 65% of assets in common stocks, preferred stocks, and convertible securities. It may also invest in various types of fixed income securities and money market instruments. The fixed income portion of the investment may include U.S. government securities, asset-backed equities, and corporate bonds. |
| Last Dividend
(9-Jun-05):
| 0.00 | | Last Cap Gain
(17-Sep-08):
| 0.19 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 98.32% |
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| Expense | HSGBX | Category
Avg | | Total Expense Ratio: | 1.83%
| 1.35% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 4.00%
| 2.68% | | 3 Yr Expense Projection*: |
$837 | $622 | | 5 Yr Expense Projection*: |
$1,103 | $957 | | 10 Yr Expense Projection*: |
$2,022 | $1,889 |
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1.49% Nasdaq 
0.27%
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