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

London

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7.34 +0.03 +0.35%

17/07 - Closed. Currency in GBP

Type: Fund

Market: United Kingdom

ISIN: GB00B2NRQ036

Asset Class: Equity

Morningstar Rating:
Total Assets: 340.61M

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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 %
Cash	0.19	7.19	7.00
Shares	99.81	99.81	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.90	21.14
Price to Book	3.28	4.03
Price to Sales	2.56	2.81
Price to Cash Flow	12.35	13.99
Dividend Yield	1.55	1.56
5 Years Earnings Growth	11.56	10.07

Sector Allocation

Name	Net %	Category Average
Technology	31.03	29.81
Financial Services	16.66	14.91
Consumer Cyclical	10.01	10.54
Industrials	9.68	9.12
Communication Services	9.50	9.11
Healthcare	9.06	11.66
Energy	4.33	3.37
Consumer Defensive	4.31	5.62
Utilities	3.21	2.65
Real Estate	1.87	2.24
Basic Materials	0.34	2.67

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 152

Number of short holdings: 24

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	6.93	210.02	-0.07%
Microsoft	US5949181045	5.98	511.70	+1.20%
NVIDIA	US67066G1040	5.69	173.00	+0.95%
Amazon.com	US0231351067	3.80	223.88	+0.31%
Meta Platforms	US30303M1027	3.09	701.41	-0.21%
Visa A	US92826C8394	2.07	349.81	-0.03%
Alphabet A	US02079K3059	1.90	183.58	+0.33%
Alphabet C	US02079K1079	1.80	184.70	+0.51%
Broadcom	US11135F1012	1.78	286.45	+2.01%
JPMorgan	US46625H1005	1.63	289.90	+1.43%

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

Name	Total Assets	YTD%	3Y%	10Y%
HSBC American Index Fund Retail Acc	16.55B	-3.92	14.50	14.68
HSBC American Index Fund Retail Inc	16.55B	-3.93	14.99	14.80
HSFund Institutional Accumulation	16.55B	-3.86	14.63	14.83
HSBC American Index Fund Accumulati	16.55B	-6.56	11.34	13.78
HSBC American Index Fund Income C	16.55B	-6.56	11.34	13.77

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