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Target high with HSBC Global Asset Management!
When you collaborate with HSBC Global Asset Management, a member of the worldwide HSBC Group, you gain access to a wide range of investment options.
Its robust global presence, its extensive knowledge confirmed by the USD 411,2 billion in funds under management and its recognised leading presence in emerging markets ensure that funds will continue to be managed profitably over the long-term. Specialised investment teams are there for you, developing new models and investment strategies.
In reality, when you collaborate with HSBC Global Asset Management, you have 2.100 executives in 31 countries worldwide next to you!
A Mutual Fund that Clic's for you:
Benefiting from the long-term development of the Euro Area market, while at the same time limiting any possible risks from falling markets.
Who is the product aimed at?
- Anyone who wants to combine the benefits of an investment in mutual funds with the benefits of a capital protection product. It meets the needs of investors who want to combine the potential returns from an equity fund with the limited, as possible, risk of loss, of their initial investment.
Dynamic Management that allows you to target high!
The Fund's exposure to equities is similar to that of an equity fund, which ranges between 50% - 70% of its Funds Under Management.
However, the Fund (and the level of exposure to equities) is actively managed on a continuous basis, in line with market conditions. Thus, if and when investment conditions become unfavourable, equity investments are replaced with investments in money market products.
The Fund's allocation is spread between high and limited risk products every day. Optimisation of the fund's exposure is achieved by studying and analysing market conditions, market fluctuations and by taking into account the manager's own expectations.
Where conditions require so (e.g. if there are major fluctuations, falling markets, etc.), the manager can drastically reduce or even totally eliminate the fund's exposure to equities. In cases like that, the Fund has been designed to function like a money market fund.
The Capital importance of protection
In every quarter the Fund sets an annual protection threshold for its net price equal to 85% of the unit net price in the previous quarter. Consequently, irrespective of how markets perform, the unit net price over the year from the observation date will not drop below the protection threshold. Of course, over the long-term, that threshold changes, moving either up or down depending on how the Fund performs.
MUTUAL FUNDS HAVE NO GUARANTEED RETURN AND PAST RETURNS DO NOT GUARANTEE FUTURE ONES.
This document is not and cannot under any circumstances be deemed to be investment advice or an exhortation to invest.
Before making any investment in the HSBC Euro Clic 85 Fund, please carefully read the simplified prospectus, rules and the latest report available to you. Amongst others, the simplified prospectus and the rules explain the investment purpose, the portfolio risk and the level of protection provided, the fees and expenses payable, and the subscription and redemption commission.
