Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
HSBC GIF Global Short Dur Bd AC
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2026.02.28
[{"name":"2 Year Treasury Note Future June 26","y":20.66},{"name":"5 Year Treasury Note Future June 26","y":9.72},{"name":"Euro Bobl Future Mar 26","y":7.37},{"name":"Euro Schatz Future Mar 26","y":5.05},{"name":"HSBC GIF GEM Debt Total Return ZC","y":4.07},{"name":"Short-Term Euro BTP Future Mar 26","y":3.32},{"name":"The Export-Import Bank of China 3.23%","y":2.19},{"name":"United States Treasury Notes 3.5%","y":1.77},{"name":"Secretaria Do Tesouro Nacional 10%","y":1.41},{"name":"Germany (Federal Republic Of) 0.25%","y":1.24}]
Item
Percentages
1. 2 Year Treasury Note Future June 26
20.66
2. 5 Year Treasury Note Future June 26
9.72
3. Euro Bobl Future Mar 26
7.37
4. Euro Schatz Future Mar 26
5.05
5. HSBC GIF GEM Debt Total Return ZC
4.07
6. Short-Term Euro BTP Future Mar 26
3.32
7. The Export-Import Bank of China 3.23%
2.19
8. United States Treasury Notes 3.5%
1.77
9. Secretaria Do Tesouro Nacional 10%
1.41
10. Germany (Federal Republic Of) 0.25%
1.24
Fund Information
Data Updated On 2026.04.16
Investment Objective
The sub-fund aims to provide long term total return by investing in a portfolio of bonds with an average duration expected to be between 6 months and 3 years, while promoting ESG characteristics within the meaning of Article 8 of SFDR. The sub-fund aims to have a higher ESG score, calculated as a weighted average of the ESG scores given to the issuers in which the sub-fund has invested, than the weighted average of the constituents of the Bloomberg Global Aggregate 1-3 Years Hedged USD (the “Reference Benchmark”). Asset classes may include but are not limited to developed markets sovereigns, developed markets investment grade corporate securities, developed markets high yield corporate securities, Emerging Markets sovereigns and Emerging Markets corporate securities.
Key Facts
ISIN
LU1163226092
Asset Class
Fixed Income Fund
Fund Category
--
Geography
Global
Risk Rating
Low
Morningstar Rating
Currency
USD
Fund Size
USD 5,693,777,571.00
Price
12.85
Nav Date
2026.04.13
Change(%)
-0.05
Net Asset Value
12.85
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
-0.13
Dividend Option
--
Dividend Yield(%)
--
Ex-Dividend Date
--
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
HSBC Global Asset Management (Hong Kong) Limited
Establish Date
2015.02.27
Fund Manager
Oliver Boulind
Fund Manager (Start Date)
2019.04.30
Fund Manager Intro
Oliver Boulind is Head of Global Fixed Income. He was previously Head of Global Credit and a senior portfolio manager on Aberdeen's US fixed income team. Oliver joined Aberdeen in 2008 from AllianceBernstein where he was a senior credit analyst. Previously, Oliver worked for INVESCO, JP Morgan Fleming and Salomon Brothers. Oliver graduated with a BSc in Economics from the Wharton School at the University of Pennsylvania and received an MBA from the Tuck School at Dartmouth College. He is a CFA Charterholder. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute
Cost
Max Handling Fee(%)
--
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
0.50
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
Share your investment experience