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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

About
Team

Investment Team

Giuseppe Corona

Giuseppe Corona

Head of Listed Real Assets

Rory Muldowney

Rory Muldowney

Analyst

Joseph Titmus

Joseph Titmus

Managing Principal

Jessica Nguy

Jessica Nguy

Associate Principal

Antonio Barbera

Antonio Barbera

Managing Principal

Andy Jones

Andy Jones

Managing Principal

Andrew Steele

Andrew Steele

Principal

Claire Zhang

Claire Zhang

Principal

Funds

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

1 February 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)

P  +61 3 9602 3199

E  clientservices@copiapartners.com.au

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