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HSBC Business Cycles Fund

HSBC Mutual FundActiveAs of 2026-06-30
Holdings
72
Broad portfolio
Top 10 weight
31%
Concentration
Strategy
Active
Portfolio style
Equity
96%
Asset allocation

Portfolio

26Sectors1Large positions14.8%Top: Banks3.6%Cash

Market-cap allocation

Large cap39%
Mid cap16%
Small cap37%

Asset allocation

Equity96%

Top holdings

TrepsCASH3.6%
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Portfolio insights

Portfolio read

  • 96% equity.
  • Large-cap exposure is 39%.
  • Largest equity sector is Banks at 14.8%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in this category.

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Sector exposure

Showing top sectors from the current portfolio.

Banks14.8%
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