By sector
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 5 Oct 2026.
Largest sector: Corp Fin. 6 sectors reported.
See all sectorsA free account shows the full list.
HSBC ISIN LU1163226092
HSBC Global Short Duration Bond
HSBC Global Short Duration Bond is an active bond fund from HSBC, ISIN LU1163226092.
- Active
- Bond
- Global
- Fund size (GBP) £4.1B
The Fund aims to provide long term capital growth and income by investing in a portfolio of bonds with an average duration expected to be between 6 months and 3 years, while promoting environmental, social and governance (ESG) characteristics within the meaning of Article 8 of SFDR. The Fund aims to have a higher ESG score than its reference benchmark.
How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+3.4%
Q2
1 year return
+7.1%
3 year return
+14.5%
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
- 1 month +1.5%
- 3 months −0.5%
- Volatility, 3 years 6.5%
- Ongoing charge (OCF)
- Fund size (GBP) £4.1B
What the fund holds
Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 5 Oct 2026. Swipe or use the arrows for more panels.
By country
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 5 Oct 2026.
Largest country: USA. 10 countries reported.
See all countriesA free account shows the full list.
By asset class
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 5 Oct 2026.
Largest asset class: US Fixed Interest. 11 asset classes reported.
See all asset classesA free account shows the full list.
Largest holdings
The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 20 Sep 2026.
The 10 largest holdings are reported by FE.
See all holdingsA free account shows the full list.
Macro events and this fund
Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.
Performance, risk and facts
Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.
Against its benchmark
How the fund compares with its benchmark over the same period.
Risk
How bumpy the ride has been, plus the regulatory risk rating.
Volatility, 3 years6.5%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)1.18
Scale −1 to 3
- Largest fall from a peak (maximum drawdown), 3 years
- −8.7%
- Alpha, 3 years (FE)
- −1.31
- Beta, 3 years (FE)
- 1.40
Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.
Sharpe, alpha, beta: FE fundinfo, as at 5 Jul 2026.
Regulatory risk rating (SRRI)2 of 7
Fund facts
Legal and cost facts for a client note. As reported by the manager.
- ISIN
- LU1163226092
- Fund manager
- Osiander, Raja, Bowers, Boulind, Gohil
- Management company
- HSBC Investment Funds (Lux.) S.A.
- Depositary
- HSBC Continental Europe, Luxembourg
- Benchmark
- Bloomberg Global Aggregate 1-3 Years Hedged USD
- Ongoing charge
- Share class launch date
- 27 Feb 2015
- Domicile
- LU
- Fund type
- open-ended fund
- SRRI
- 2 of 7
What a sum would have become
What an amount would have grown to over the period.
n/a
Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.
Managed by HSBC
Other FE Gl Fixed Int - USD Short/ Medium Maturity funds
Sector: FE Gl Fixed Int - USD Short/ Medium Maturity
Largest country exposure
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