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
   
-0.67%  
1 week   +1.36%
   
4 week
   
-0.60%  
3 month   +5.82%
   
YTD   +23.14%
   
1 year   +18.30%
   
3 years*   +1.88%
   
5 years*   +4.79%
   
*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 High
5 years Below Average High
10 years Low Above Average
Overall Below Average High

Key statistics

Total assets 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.75%  
Fund familyHSBC Life (International) Limited 
29.80-0.20(-0.67%)
Aug 18, 8:00AM 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.
Fund filings (PDF) »
Asset manager:
Not Disclosed (Started: Dec 1, 2000)
Advisor Company:
HSBC Life (International) Limited
Fund family reports on Morningstar »
18/F, Tower 1, HSBC Centre,1 Sham Mong Road, Kowloon, Hong Kong

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.12 -2.21 -2.28 -2.74
Beta* 0.99 1.04 1.02 0.92
Mean annual return 1.91 0.29 0.53 0.26
R-squared* 93.20 97.71 97.67 97.64
Standard deviation 8.99 15.86 13.88 20.89
Sharpe ratio 2.51 0.20 0.44 0.12
* Against standard index