HSBC Asset Management
Global Infrastructure
About HSBC Asset Management
An actively managed portfolio of 30-45 global infrastructure stocks
Aims to provide long-term total returns while maintaining a focus on sustainability, environmental, social and governance factors.
Managed by a London and Sydney-based investment team that is part of the worldwide HSBC network
Investment Team
Giuseppe Corona
Head of Listed Real Assets
Rory Muldowney
Analyst
Joseph Titmus
Managing Principal
Jessica Nguy
Associate Principal
Antonio Barbera
Managing Principal
Andy Jones
Managing Principal
Andrew Steele
Principal
Claire Zhang
Principal
Fund Summary
Fund Facts
HSBC Global Infrastructure Equity Fund
The HSBC Global Infrastructure Equity Fund is an actively managed portfolio of 30-45 global infrastructure stocks that aims to provide long term total return while maintaining a focus on sustainability and ESG factors. Infrastructure assets include public and private physical structures and facilities which are necessary for the core stability and growth of any economy, developed or developing, by providing essential services to society.
Responsible Entity
Fund Manager
APIR
Inception Date (Strategy)
Benchmark
Objective
Investment Time Frame
Number of Stocks
Distributions
Investment Amounts
Management Fee
Performance Fee
Copia Investment Partners
HSBC Global Asset Management (UK) Limited
OPS8578AU
31 January 2024 (31 July 2010)
Dow Jones Brookfield Global Infrastructure Index (Hedged to AUD)
To provide long-term capital growth and income, and outperform its benchmark by 2% p.a. (after fees) over 5 years.
At least 5 years
30-45
Quarterly
Minimum initial investment: $20,000. Minimum additional investment: $5,000
0.90%p.a. of the NAV of the Fund
Nil
If you have any questions, please contact a member of our friendly Client Services Team:
P 1800 442 129 (free call within Australia)
E clientservices@copiapartners.com.au