39
InfrastructureAvoid
HSBC Infrastructure
HSBC · Direct–Growth · rank #15 of 20 by Smart Score
Trailing returns
1 Year
2.4%
+1.8% vs index
3 Years
18.1%
+5.9% vs index
5 Years
19.2%
+7.3% vs index
Since launch
16.8%
Year-by-year performance
2023
+52.2%+25.7% vs index
2024
+29.4%+13.8% vs index
2025
-3.4%-11.1% vs index
2026
+6.6%+8.3% vs index
Why this score
HSBC Infrastructure scores 39/100 — #15 of 20 Infrastructure fund (Avoid). It stands out for expense ratio — beating 78% of peers on expense ratio. The main drag is its 3y return (better than only 31% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
3Y return18.09% · 31st percentile in category
Sortino ratio0.80 · 13th percentile in category
Volatility21.55 · 24th percentile in category
Expense ratio1.02% · 78th percentile in category
Alpha1.38 · 25th percentile in category
5Y return19.22% · 42nd percentile in category