The Equity Team is able to meet client’s alpha and risk requirements by offering a range of strategies including:
Index funds,
Enhanced Index funds,
Active Quant Strategies: country/sector funds, as well as global or regional equities funds.
All these types of funds, ranging from low to high active risk level, are offered on developed and emerging markets.
In addition, Sinopia also provides thematic products such as those based on earnings momentum, growth/value analysis...

Equity Team
The team is committed to responding to the sophisticated needs of clients around the world by tailoring individual solutions and has been successfully managing these types of solutions with a proven track record. The Equity team was established in 1989 at the same time as the creation of Sinopia. The team of 14 experienced investment professionals manages over USD 10.5 billion*.
* EUR/USD conversion rate of 1.40265 based on currency spot rate as of 06/30/09
Equity Strategies
Thematic approach
| |
Reference index |
Tracking
error* |
Zone |
Investment
period |
Currency |
Prédictime
by SINOPIA |
none |
none |
Euro Zone |
5 years |
EUR |
US Equity Momentum
by SINOPIA |
none |
none |
US |
5 years |
USD |
EMIF Europe Growth
by SINOPIA |
MSCI Europe Growth |
4-6% |
Europe |
5 years |
EUR |
EMIF Europe Value
by SINOPIA |
MSCI Europe Value |
4-6% |
Europe |
5 years |
EUR |
| HSBC GIF Climate Change |
HSBC Global Climate Change Benchmark |
none |
World |
5 years |
USD, GBP, EUR |
| BRIC Markets Equity |
MSCI BRIC |
not applicable |
Brazil
Russia
India
China |
> 5 years |
USD, GBP, EUR |

*this range should not be seen as a limit but as a guideline which could be surpassed
Products distributed by HSBC Global Asset Management - client.services-am@hsbc.fr
Allocation approach
| |
Reference index |
Tracking
error* |
Zone |
Investment
period |
Currency |
| HSBC GIF Global Equity |
MSCI World |
4%-6% |
World |
5 years |
EUR |
| HSBC GIF Eurozone Equity |
MSCI EMU |
4%-6% |
Euro Zone |
5 years |
EUR |
| HSBC GIF US Equity |
S&P 500 |
3%-4% |
US |
5 years |
USD, EUR,
EUR hedged |
| HSBC GIF Japan Equity |
Nikkei 300 |
3%-4% |
Japan |
5 years |
YEN, EUR, USD,
EUR hedged,
USD hedged, |

*this range should not be seen as a limit but as a guideline which could be surpassed
Products distributed by HSBC Global Asset Management - client.services-am@hsbc.fr
This information is not an offering memorandum and in no way constitutes advice on investments, financial or legal matters, or any other matter. Reproduction prohibited.