Funds Centre

Performances as at: 15/08/2008

HSBC Ethical Charity R Inc

Fund overview

Key Features
NameHSBC Ethical Charity R Inc
GIF Sector Sector - Ethical/SRI Europe
Morningstar Rating Not rated
Fund Rating Not rated
ISIN gb00b1r4hg63
Launch Date 30/03/2007
ISA Plan No
Savings Plan No
Fund Manager
NameHSBC Global Asset Management (UK) Ltd
AddressSilver Street Head 1st Floor, Courtwood House
CitySheffield
CountryUnited Kingdom
Web Addresswww.hsbcinvestments.co.uk
Key Figures
CurrencyUK Sterling (GBP)
Annual Management Charge0.5%
Minimum Initial Investment (GBP) 1000
Minimum Sub. Investment (GBP)500
1 Week Performance -0.91%
3 Year Total Return  
3 Year Volatility  

All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.

Fund Classification
SectorSector - Ethical/SRI Europe
Asset SectorEquity
Specialist Sector Ethical
Geographical FocusUnited Kingdom
Fund Size Data
Fund Size (Last Updated :30/06/2008)61.49
Average in Sector (Sector - Ethical/SRI Europe)82.33
Largest in Sector625.24
Smallest in Sector2.90
Total Sector Size2305.28
Number of Funds in Sector28

Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.