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You are here: Manager factsheet

HSBC Index and Systematic Eq Portfolio Management

HSBC Investment Funds (Lux) SA, HSBC Asset Management (IRL), HSBC Gbl Asset Mgt (HSBC Inv)
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Manager profile
Manager biography not available
Total return for HSBC Index and Systematic Eq Portfolio Management
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : HSBC Index and Systematic Eq Portfolio Management

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
HSBC Index and Systematic Eq Portfolio Management 18.5 -0.6 12.1 32.3 -10.6 7.2 1.4 29.7 -2.5 16.6
Peer Group Composite 15.8 -2.5 6.1 39.1 -8.8 5.1 3.8 30.4 -2.1 12.8
Over / Under 2.7 1.9 6.0 -6.8 -1.8 2.1 -2.4 -0.7 -0.4 3.8
Performance vs peer group composite: HSBC Index and Systematic Eq Portfolio Management
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
HSBC GIF Economic Scale US Equity Lead manager FO Equity - USA since Jan 16 1987 to present
HSBC FTSE 100 UCITS ETF Lead manager IA UK All Companies since Aug 24 2009 to present
HSBC Euro Stoxx 50 Lead manager IA Europe Excluding UK since Oct 05 2009 to present
HSBC MSCI Japan Lead manager IA Japan since Mar 23 2010 to present
HSBC FTSE 250 UCITS ETF Lead manager IA UK All Companies since Apr 08 2010 to present
HSBC S&P 500 UCITS ETF Lead manager IA North America since May 14 2010 to present
HSBC MSCI Europe UCITS ETF Lead manager IA Europe Including UK since Jun 01 2010 to present
HSBC MSCI USA UCITS ETF Lead manager IA North America since Jun 01 2010 to present
HSBC MSCI Brazil UCITS ETF Lead manager IA Specialist since Jul 13 2010 to present
HSBC MSCI Pacific Ex Japan UCITS ETF Lead manager IA Asia Pacific Excluding Japan since Sep 03 2010 to present
HSBC MSCI Turkey Lead manager IA Specialist since Dec 07 2010 to present
HSBC MSCI World UCITS ETF Lead manager IA Global since Dec 08 2010 to present
HSBC MSCI China UCITS ETF Lead manager IA China/Greater China since Jan 26 2011 to present
HSBC MSCI Canada UCITS ETF Lead manager IA Specialist since Feb 23 2011 to present
HSBC MSCI Mexico Capped UCITS ETF Lead manager IA Specialist since Mar 04 2011 to present
HSBC MSCI EM Latin America UCITS ETF Lead manager IA Latin America since Mar 11 2011 to present
HSBC MSCI Taiwan Capped UCITS ETF Lead manager IA Specialist since Mar 28 2011 to present
HSBC MSCI Indonesia UCITS ETF Lead manager IA Specialist since Mar 30 2011 to present
HSBC MSCI Korea Capped UCITS ETF Lead manager IA Specialist since Apr 05 2011 to present
HSBC FTSE EPRA/NAREIT Developed UCITS ETF Lead manager IA Property Other since Jun 20 2011 to present
HSBC MSCI Emerging Markets UCITS ETF Lead manager IA Global Emerging Markets since Sep 05 2011 to present
HSBC MSCI AC Far East Exjapan UCITS ETF Lead manager IA Asia Pacific Excluding Japan since Sep 27 2013 to present
HSBC Multi Factor Worldwide Equity UCITS ETF Lead manager IA Global since Jul 08 2014 to present
HSBC Japan Index Lead manager IA Japan since Jul 10 2015 to present
HSBC Pacific Index Lead manager IA Asia Pacific Excluding Japan since Jul 10 2015 to present
HSBC US Multi-Factor Equity Lead manager IA North America since Jul 10 2015 to present
HSBC UK Multi-Factor Equity Lead manager IA UK All Companies since Oct 07 2015 to present
HSBC American Index Lead manager IA North America since Sep 30 2016 to present
HSBC FTSE 100 Index Lead manager IA UK All Companies since Sep 30 2016 to present
HSBC FTSE All Share Index Lead manager IA UK All Companies since Sep 30 2016 to present
HSBC UCITS Common Contractual Developed World Equity Income Factor Lead manager FO Equity - International since Mar 14 2017 to present
HSBC GIF Global Lower Carbon Equity Lead manager FO Equity - Ethical since Jan 01 2018 to present
HSBC MSCI CHINA A UCITS ETF Lead manager IA China/Greater China since Jul 27 2018 to present
HSBC US Equity Index Lead manager FO Equity - USA since Oct 15 2019 to present
Funds managed previously
Fund Periods
HSBC GIF Economic Scale Japan Equity since Jan 16 1987 to Dec 08 2021
HSBC GIF Economic Scale Global Equity since Dec 03 1990 to fund close
HSBC FTSE 250 Index since Oct 07 1997 to Jan 31 2018
HSBC MSCI EM Far East UCITS ETF since Sep 28 2010 to Jul 06 2022
HSBC MSCI Malaysia UCITS ETF since Mar 30 2011 to fund close
HSBC MSCI South Africa Capped UCITS ETF since Feb 16 2011 to fund close
HSBC MSCI Russia Capped UCITS ETF since Jul 05 2011 to fund close
HSBC GIF Economic Scale GEM Equity since Mar 20 2013 to fund close
HSBC Japan Multi-Factor Equity since Jul 10 2015 to fund close
HSBC World Selection Interest Income Portfolio since Jul 05 2010 to Feb 28 2015
HSBC UCITS Common Contractual Economic Scale Index Worldwide Equity since Mar 10 2015 to Nov 06 2018
HSBC UK Gilt Index since Jun 07 2010 to Jan 30 2014
HSBC FTSE All World Index since Jul 25 2014 to Jan 31 2018
HSBC Income Fund of Funds since Nov 30 2013 to fund close
HSBC Global Growth Fund of Funds since Nov 30 2013 to fund close
HSBC Growth Fund of Funds since Nov 30 2013 to fund close
HSBC Index Linked Gilt Index since Jul 15 2016 to Aug 31 2016
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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