HSBHHSBC Holdings PLC ADRhedged

Grow my moneyRanked #2,920 of 2,960 in this goal

Seeks to provide investment results that correspond generally to the total return of the ordinary shares of HSBC Holdings plc.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

+68.4%

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$16,951+69.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

What it actually holds

By weight

Concentration

Top 3 holdings = 100.0% of fundconcentrated

HSBC Holdings PLC

97.4%

Dreyfus Treasury Securities Cash Management

2.5%

CANADIAN IMPERIAL BANK OF COMMERCE

0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

23.7%High

Year-on-year price swings

Max drawdown

-14.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond generally to the total return of the ordinary shares of HSBC Holdings plc.
Strategy: Invests at least 95% of net assets in ADRs of HSBC Holdings plc. Maintains cash or cash equivalents for liquidity. Non-diversified, may invest heavily in a single issuer.