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You are here: Manager factsheet

HSBC Index and Systematic Eq Portfolio Management
HSBC Investment Funds (Lux) SA, HSBC Gbl Asset Mgt (HSBC Inv), HSBC Asset Management (IRL)
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Manager profile
Manager biography not available
Total return for HSBC Index and Systematic Eq Portfolio Management
Manager career performance
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 Japan Index Lead manager UT Japan since Jul 10 2015 to present
HSBC Pacific Index Lead manager UT Asia Pacific Excluding Japan since Jul 10 2015 to present
HSBC US Multi-Factor Equity Lead manager UT North America since Jul 10 2015 to present
HSBC UK Multi-Factor Equity Lead manager UT UK All Companies since Oct 07 2015 to present
HSBC American Index Lead manager UT North America since Sep 30 2016 to present
HSBC FTSE 100 Index Lead manager UT UK All Companies since Sep 30 2016 to present
HSBC FTSE All Share Index Lead manager UT 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 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 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
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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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