HSBC GIF GEM Debt Total Return

Overview

Fund Strategy Credit
Fund Geography Emerging Markets
Investment Advisor Halbis Capital Management
Portfolio Manager Guillermo Osses
Fund Currency USD
Fund AUM $1.7b
Fund AUM (GBP) £1.3b
Fund AUM as of 30 September 2018
Max Gearing / Exposure 200%
Fund Inception 18 June 2007
Fund Indices AH Credit UCITS Index

Fund Objective

The Fund seeks to generate a total return from both capital growth and income, by investing in a concentrated portfolio of Investment Grade/Non-Investment Grade fixed income instruments issued by Emerging Market governments, supranational bodies or corporates. The fund may invest in securities denominated in both local currency and the currencies of OECD countries. The fund may also invest up to 10% of net assets in equity/equity equivalent securities issued by Emerging Market companies. The portfolio will be actively managed, aiming to achieve total returns to investors without reference to any market index weightings. The fund may use derivative instruments for return enhancement or hedging purposes.

Reference Index

3M USD LIBOR

Teaser@2x

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