HSBC Mandatory Provident Fund - SuperTrust Plus-Asia Pacific Equity Fund

 (MUTF_HK:HSBC_MPFS_PLUS_14LTHQR)   Watch this mutual fund  

Performance

Trailing returns

1 day
   
-1.11%  
1 week
   
-0.52%  
4 week
   
-1.81%  
3 month   +4.18%
   
YTD   +3.33%
   
1 year   +2.62%
   
3 years*   +3.30%
   
5 years*   +3.10%
   
*annualized
Best 3 month return+42.65%  
Worst 3 month return-37.51%  

Morningstar statistics

Morningstar category: Asia-Pacific ex-Japan Equity
  Return Risk Rating
3 years Below Average Average
5 years Average Average
10 years Average Average
Overall Average Average

Key statistics

Total assets 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.75%  
Fund familyHSBC Life (International) Limited 
26.65-0.30(-1.11%)
Mar 26, 4:00PM GMT+8 Overall Morningstar RatingTM

Description

The investment objective of the Asian Equity Fund is to achieve long-term capital growth through a pooled investment fund that indirectly invests in portfolios of carefully selected quoted securities on the regulated stock exchanges in Asia-Pacific, excluding Japan.
Asset manager:
Management Team (Started: Dec 1, 2000)
Advisor Company:
HSBC Life (International) Limited
18/F, Tower 1, HSBC Centre,1 Sham Mong Road, Kowloon, Hong Kong

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.98 -2.74 -2.85 -2.28
Beta* 0.97 0.97 0.98 0.92
Mean annual return -0.13 0.56 0.32 0.67
R-squared* 99.10 98.97 99.23 95.24
Standard deviation 11.87 13.67 17.65 20.96
Sharpe ratio -0.15 0.47 0.20 0.31
* Against standard index