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HSBC GIF Euroland Equity

Ranked 4 out of 8 in - EuroZone over 12 months
All calculations are in USD unless stated

Managed by

Frédéric Leguay

Frédéric Leguay was born in 1964 in Paris. He attended the Institut Supérieur du Commerce (ISC) in France where he gained a master's degree and attended the University of Georgia, USA where he gained an MBA. Frédéric started his career with Indosuez Carr Futures International where he worked in institutional sales. He later joined AXA Investment Managers where he was a senior portfolio manager overseeing equity investment in the Eurozone. In 2006, Frédéric joined Halbis Capital Management where he is currently the head of the equities team. He has over 20 years of experience as a fund manager.

Objective

The Sub-Fund seeks long-term capital growth by investing primarily in a well-diversified portfolio of investments in equity and equity equivalent securities of companies which have their registered office in, and with an official listing on a major stock exchange or other Regulated Market of any EMU member country. Initially this will be the 12 member countries but if others join the EMU in the future then investments in these countries may also be considered. Whilst there are no capitalisation restrictions, it is anticipated that the Sub-Fund will seek to invest primarily in larger, established companies.

Showing fund performance in Bahrain View performance globally

Performance

EuroZone over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.8% 10.3% 7.2%
2016 0.8% -3.2% -7.5% 8.5% 3.8%
2015 -0.5% 4.6% 1.4% -8.9% 3.0%
2014 -10.5% 3.2% 0.2% -8.2% -5.7%
2013 36.4% 1.1% 3.7% 18.7% 9.7%
2012 19.2% 10.9% -12.0% 11.5% 9.6%
2011 -21.1% 11.3% 1.0% -30.7% 1.3%
2010 -5.5% -4.8% -18.3% 20.9% 0.4%
2009 41.4% -17.3% 32.2% 29.6% -0.1%
2008 -47.4% -8.9% -5.7% -21.5% -21.9%
2007 6.0% 3.2% 2.0%
2006 33.8% 15.0% -2.3% 5.2% 13.1%
2005 10.6% 0.5% -2.2% 8.7% 3.5%
2004 18.1% -0.8% 1.8% -0.3% 17.4%
2003 1.5% 21.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Ireland
  12. Italy
  13. Jersey
  14. Lebanon
  15. Luxembourg
  16. Mauritius
  17. Netherlands
  18. Norway
  19. Oman
  20. Qatar
  21. Spain
  22. Sweden
  23. Switzerland
  24. United Arab Emirates
  25. United Kingdom

Fund Info

  • Launch date04/04/2003
  • Share Class size171Mn
  • Base currencyEUR
  • ISIN LU0165074666

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).