The HSBC Global Equity Climate Change FoF (IDCW) is a forward-thinking fund designed for investors looking to align their portfolios with sustainable and climate-conscious initiatives. This fund invests in global equities that contribute to combating climate change, making it an ideal choice for socially responsible investors. As climate change becomes a pressing global issue, this fund offers a unique opportunity to invest in companies that are part of the solution. With a focus on long-term growth and sustainability, it empowers investors to make a positive impact while seeking potential returns.

Focus on global equities addressing climate change
Ideal for socially responsible investors
Aligns investment with sustainability goals
Opportunity to support companies making a difference
Potential for long-term growth and impact
Managed by HSBC, a trusted financial institution

Investment Thesis

HSBC Global Equity Climate Change FoF(IDCW) stands out due to its strong promoter backing and credibility in sustainable investing. The fund is well-positioned to capitalize on the growing demand for digital services in the climate space, offering an attractive valuation compared to its peers. This makes it a compelling choice for retail investors seeking long-term growth.

Strong backing from HSBC, a globally recognized financial institution.
Focus on sustainable investments aligns with global climate initiatives.
Significant growth potential in digital services related to climate change.
Attractive valuation compared to similar funds enhances investment appeal.
Diversified portfolio reduces risk while targeting high-growth sectors.

Opportunity vs Risk

Opportunities

Growing demand for sustainable investments
Government support for green initiatives
Potential for high long-term returns
Diversification across global equities

Risks ⚠️

Market volatility affecting returns
Regulatory changes impacting investments
Currency fluctuations risk
Limited historical performance data

Peer Perspective

HSBC Global Equity Climate Change FoF trades at a slight premium compared to peers like ICICI Prudential and SBI Mutual Fund. A rerating could occur if it achieves consistent growth in sustainable investments.

📊 Stock Investment Checklist (100 Points)

HSBC Global Equity Climate Change FoF(IDCW) • Updated: 2025-10-01 03:06:06

10

Business
High

The fund focuses on climate change, which is a future-ready sector with a clear model.
10

Growth
High

Consistent revenue growth observed, but profit growth is moderate.
10

Profitability
High

ROE and ROCE are acceptable, but OCF is lower than net profit.
8

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is stable, but there are concerns about disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks are significant.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 66 / 100 • Decent

The fund is positioned in a promising sector with decent growth potential, but faces challenges in profitability and execution risks.