Investor Funds

Quarterly Fund Updates

Quarterly Fund Update Reports
(Fact Sheets)

Equity

HSBC Investor Mid Cap Fund - Class I* (PDF: 175 kb)  DOWNLOAD
*These shares are available for investors with $1 million or more
HSBC Investor Mid Cap Fund - Class A (PDF: 180 kb)  DOWNLOAD
HSBC Investor Opportunity Fund - Class A (PDF: 180 kb)  DOWNLOAD
HSBC Investor Opportunity Fund Advisor Shares - Advisor Class * (PDF: 178 kb)  DOWNLOAD
*These shares are available for investors with $5 million or more
HSBC Investor Overseas Equity Fund - Class A (PDF: 202 kb)  DOWNLOAD
HSBC Investor International Equity Fund - Advisor Class * (PDF: 199 kb)  DOWNLOAD
*These shares are available for investors with $5 million or more
HSBC Investor Value Fund - Class I* (PDF: 162 kb)  DOWNLOAD
*These shares are available for investors with $5 million or more
HSBC Investor Value Fund - Class A (PDF: 165 kb)  DOWNLOAD
HSBC Investor Growth Fund - Class I* (PDF: 153 kb)  DOWNLOAD
*These shares are available for investors with $5 million or more
HSBC Investor Growth Fund - Class A (PDF: 155 kb)  DOWNLOAD
HSBC Investor LifeLine Conservative Growth Strategy Fund (PDF: 95 kb)  DOWNLOAD
HSBC Investor LifeLine Moderate Growth Strategy Fund (PDF: 97 kb)  DOWNLOAD
HSBC Investor LifeLine Growth Strategy Fund (PDF: 95 kb)  DOWNLOAD
HSBC Investor LifeLine Aggressive Growth Strategy Fund (PDF: 89 kb)  DOWNLOAD
 

Fixed Income

HSBC Investor Core Plus Fixed Income Fund - Class A (PDF: 221 kb)  DOWNLOAD
HSBC Investor Core Plus Fixed Income Fund Advisor Share - Class I* (PDF: 218 kb)  DOWNLOAD
*These shares are available for investors with $5 million or more
HSBC Investor Intermediate Duration Fixed Income Fund - Class I* (PDF: 220 kb)  DOWNLOAD
*These shares are available for investors with $5 million or more
HSBC Investor Intermediate Duration Fixed Income Fund - Class A (PDF: 225 kb)  DOWNLOAD
HSBC Investor New York Tax Free Bond Fund - Class A (PDF: 234 kb)  DOWNLOAD
HSBC Investor New York Tax Free Bond Fund - Class I* (PDF: 236 kb)  DOWNLOAD
*These shares are available for investors with $5 million or more
HSBC Investor High Yield Fixed Income Fund - Class I* (PDF: 212 kb)  DOWNLOAD
*These shares are available for investors with $5 million or more
HSBC Investor High Yield Fixed Income Fund - Class A (PDF: 216 kb)  DOWNLOAD
 

Money Market

HSBC Investor Prime Money Market Fund - All Classes (PDF: 230 kb)  DOWNLOAD
HSBC Investor US Treasury Money Market Fund - All Classes (PDF: 223 kb)  DOWNLOAD
HSBC Investor US Government Money Market Fund - All Classes (PDF: 224 kb)  DOWNLOAD
HSBC Investor New York Tax Free Money Market Fund - All Classes (PDF: 228 kb)  DOWNLOAD
HSBC Investor California Tax Free Money Market Fund - All Classes (PDF: 252 kb)  DOWNLOAD
HSBC Investor Tax-Free Money Market Fund - All Classes (PDF: 228 kb)  DOWNLOAD

To view the PDF files you will need Adobe Acrobat Reader.
To download a free copy click here:
Download Adobe PDF Reader

Distributor: Foreside Distribution Services, LP

HSBC Global Asset Management (USA) Inc. is the investment advisor to the HSBC Investor Funds and receives a fee for its services.

Security Products are:

  • Not a bank deposit or obligation of the bank or any of its affiliates
  • Not FDIC insured
  • Not insured by any federal government agency
  • Not guaranteed by the bank of any of its affiliates
  • May lose value

These Funds may not be available for sale in all states. Contact your investment advisor concerning if/how you can purchase these Funds.

There is no guarantee that the Fund will continue to hold any one particular security or stay invested in any one particular company. The composition of the Fund's top holdings is subject to change. Performance figures are historical and reflect the change in share price, reinvested distributions, changes in net asset value, sales charges and capital gains distributions, if any.

During the period shown, portions of the investment advisory and shareholder servicing fees were waived. Had these waivers not been in effect, the performance quoted would have been lower.

An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-782-8183. Please read the prospectus carefully before investing or sending money.