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HSBC US Dynamic Opportunities Equity Fund

A systematic lens on US equity opportunities

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Important Information

HSBC Collective Investment Trust – HSBC US Dynamic Opportunities Equity Fund

  • The Fund invests mainly in equity or equity equivalent securities of companies incorporated in the US or officially listed in the US stock exchange, as well as companies which carry out a preponderant part of their economic activities in the US
  • The Fund’s investments may involve investment, volatility, liquidity, equity market, geographical concentration, sector concentration, investment strategy, currency, tax and political risks and risk associated with small/mid-capitalisation companies, risks associated with flexible pay-out share class. Investors may suffer substantial loss of their investments in the Fund
  • The Fund may invest in financial derivative instruments for investment purpose which may lead to higher volatility to its net asset value
  • The Fund may pay dividends out of capital or gross of expenses. Dividend is not guaranteed and may result in capital erosion and reduction in net asset value
  • Portfolio Currency Hedged Share Classes or RMB denominated class are subject to higher currency and exchange rate risks
  • Investors should not invest solely based on this page and should read the offering documents for further fund details including risk factors

The structural hurdles of traditional US equity investing

The US equity market remains a primary engine for global growth. As market conditions evolve and return drivers broaden, investors are increasingly exploring new lenses to assess opportunities beyond market leaders and familiar narratives. Modern market dynamics have introduced distinct structural hurdles that can make traditional active management more challenging to navigate.

The structural hurdles of traditional US equity investing

Unconscious concentration

Unconscious concentration

57% of the S&P 500 Total Return Index’s 2025 market returns came from just 10 companies, so portfolios may be more concentrated than investors realise.

Data overload

Data overload

The volume of daily unstructured data can exceed the capacity of human research teams, increasing the risk of missing broader market opportunities.

The cost of intuition

The cost of intuition

Relying on human intuition can introduce emotional bias and delayed execution, which may impact performance in fast-evolving markets.

Source: S&P Global, HSBC Asset Management, as of 31 December 2025.

Quant discipline, applied

Quantitative investing turns modern data complexity into a repeatable process. By reducing behavioural bias and systematically analysing large universes of securities, it helps look beyond crowded index leaders and identify potential opportunities and overlooked return drivers across the broader US equity universe.


Why partner with HSBC AM


Significant scale

Significant scale
Over 20 years’ experience managing assets nearly USD 50bn in quantitative strategies.

Global expertise

Global expertise
A dedicated quant team of 50+ portfolio managers and analysts across Europe and Asia.

Built for implementation

Built for implementation
Systematic portfolio construction and disciplined execution designed to support a robust approach across changing market conditions.

Source: HSBC Asset Management, data as of 30 June 2026.

Our differentiation

HSBC US Dynamic Opportunities Equity Fund

Sources: HSBC Asset Management, Allianz; Amazon Web Services; AMG; Bloomberg; Google Cloud Platform; Refinitiv and RIMES. Data as of March 2026. For informational purposes only.

Explore the fund

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