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Hsbc Us Multi-factor Equity Fund Institutional Income (0P0000K7W3)

London

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6.88 -0.02 -0.34%

05/06 - Delayed Data. Currency in GBP

Type: Fund

Market: United Kingdom

ISIN: GB00B2NRQ036

Asset Class: Equity

Morningstar Rating:
Total Assets: 347.37M

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0P0000K7W3 Holdings

Comprehensive information about top holdings and Key Holding Information for the HSBC MERIT US Equity Institutional Inc (0P0000K7W3) fund. Our HSBC MERIT US Equity Institutional Inc portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	100.01	100.01	0.00

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.00	20.32
Price to Book	3.55	3.91
Price to Sales	2.64	2.70
Price to Cash Flow	13.38	13.77
Dividend Yield	1.49	1.58
5 Years Earnings Growth	12.21	10.59

Sector Allocation

Name	Net %	Category Average
Technology	32.47	28.97
Financial Services	15.34	15.03
Consumer Cyclical	9.87	10.38
Communication Services	9.84	8.84
Healthcare	9.00	12.51
Industrials	8.96	8.93
Consumer Defensive	4.59	5.79
Energy	4.18	3.57
Real Estate	2.96	2.29
Utilities	2.43	2.68
Basic Materials	0.36	2.72

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 151

Number of short holdings: 25

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	7.18	200.63	-1.08%
NVIDIA	US67066G1040	5.90	139.99	-1.36%
Microsoft	US5949181045	5.86	467.68	+0.82%
Amazon.com	US0231351067	3.90	207.91	+0.33%
Meta Platforms	US30303M1027	3.34	684.62	-0.48%
Visa A	US92826C8394	2.04	366.77	-0.33%
Broadcom	US11135F1012	1.97	259.93	-0.44%
Alphabet A	US02079K3059	1.96	168.21	+0.10%
E-mini S&P 500 Future Mar 25	-	1.91	-	-
Alphabet C	US02079K1079	1.86	169.81	+0.25%

Top Equity Funds by HSBC Asset Management (Fund Services UK) Limited

Name	Total Assets	YTD%	3Y%	10Y%
HSBC American Index Fund Retail Acc	14.98B	-8.37	8.36	13.36
HSBC American Index Fund Retail Inc	14.98B	-8.38	8.82	13.49
HSFund Institutional Accumulation	14.98B	-8.34	8.48	13.52
HSBC American Index Fund Accumulati	14.42B	-6.56	11.34	13.78
HSBC American Index Fund Income C	14.42B	-6.56	11.34	13.77

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