The HSBC Global Equity Climate Change Fund of Funds (FoF) is designed for investors who are committed to sustainable investing while seeking long-term growth. This fund focuses on companies that are actively addressing climate change, making it a vital choice for environmentally-conscious investors. By investing in this FoF, you contribute to a greener future while potentially benefiting from the growth of innovative companies.

Focuses on companies combating climate change
Ideal for socially responsible investors
Diversifies across global equity markets
Targets long-term sustainable growth
Supports the transition to a low-carbon economy

Investment Thesis

HSBC Global Equity Climate Change FoF stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund aligns with the growing emphasis on sustainable investments, making it a compelling choice for forward-thinking investors.

Strong backing from HSBC, a reputable global financial institution.
Significant growth potential in digital services, catering to evolving investor needs.
Attractive valuation relative to peer funds, offering better entry points.
Focus on climate change aligns with global sustainability trends, attracting socially conscious investors.
Diversified portfolio mitigates risks while capitalizing on emerging opportunities.

Opportunity vs Risk

Opportunities

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

Risks ⚠️

Market volatility affecting returns
Regulatory changes impacting operations
Currency fluctuations risk
Dependence on climate policies

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 demonstrates consistent growth and improved margin stability.

📊 Stock Investment Checklist (100 Points)

HSBC Global Equity Climate Change FoF • Updated: 2025-09-29 16:11:47

10

Business
High

The fund targets future-ready sectors but lacks a clear competitive moat.
10

Growth
High

Revenue growth is inconsistent, with fluctuating profit margins.
10

Profitability
High

ROE and ROCE are below industry averages, indicating weaker profitability.
8

Valuation
High

Valuation metrics are higher than peers, suggesting overvaluation.
6

Balance
Good

Moderate debt levels but adequate liquidity.
7

Governance
High

Promoter holding is stable, but some concerns over disclosures.
5

Drivers
Good

Limited growth catalysts identified, with execution risks present.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows potential in targeting climate change investments but faces challenges in growth consistency and valuation metrics.