HSBHHSBC Holdings PLC ADRhedged
Seeks investment results that correspond generally to the total return of the ordinary shares of HSBC Holdings plc in its local market.
Launched 2024
Annual Cost
—
Fund Size
—
Return (1Y)
+56.3%
Track Record
1 year
#3,794 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$15,473+54.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityStrategy
Single stock
Holdings
By weightConcentration
single-stock exposure — holdings shown are derivatives collateral, not the fund's position
HSBC Holdings PLC
93.5%
Dreyfus Treasury Securities Cash Management
3.9%
CANADIAN IMPERIAL BANK OF COMMERCE
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
24.1%High
Year-on-year price swings
Max drawdown
-20.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the total return of the ordinary shares of HSBC Holdings plc in its local market.
- Strategy
- Invests at least 95% of net assets in ADRs of HSBC Holdings plc, using a Currency Hedge Contract to mitigate exchange rate fluctuations between the U.S. dollar and the Local Currency. The Series is non-diversified and does not seek to replicate a specified index.
- Inception date
- October 7, 2024
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Data updated on 2026-09-18