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Benefit from the expertise of a specialized management team.

With the HSBC Select range, you also benefit from large diversification, as the mutual funds invest in developed markets with euro bias and in developing ones, on equity and fixed-income asset classes. At the same time, you have access to an investment solution suitable for your profile thanks to the five portfolios available:

HSBC Select Moderate
  • Average allocation: 20% equities
  • Wide allocation limit: equity funds: up to 25%; bond and money market funds: up to 90%; diversified funds: up to 20%.
  • Minimum investment period: 3 years
HSBC Select Balanced
  • Average allocation: 50% equities
  • Wide allocation limit: equity funds: from 35% (minimum) to 65% · bond and money market funds: up to 65% · diversified funds: up to 20%.
  • Minimum investment period: 5 years
HSBC Select Dynamic
  • Average allocation: 70% equities
  • Wide allocation limit: equity funds: from 50% (minimum) to 80% · bond and money market funds: up to 50% · diversified funds: up to 20%.
  • Minimum investment period: 5 years
HSBC Select Equity
  • Average allocation: 95% equities
  • Wide allocation limit: equity funds: from 85% (minimum) to 110% · bond and money market funds: up to 15% · diversified funds: up to 15%.
  • Minimum investment period: 5 years
HSBC Select Flexible
  • Allocation: Flexible
  • Wide allocation limit: equity funds: from 20% to 80% · bond and money market funds: up to 80% · diversified funds: up to 20%.
  • Minimum investment period: 5 years
Three step investment process

The investment process consists of 3 stages: strategic allocation, tactical allocation and portfolio construction and composition.

1. Strategic allocation for the long-term – Quarterly review

  • Composed of the asset classes offering the most attractive valuations.
  • Allocations adjusted for the risk profile of the investors.
  • Dynamic allocation to react to market movements.

2. Tactical allocation for the short-term – Weekly review

  • Based on the strong convictions of our fund managers with regards to the different asset classes, geographic zones and currencies.
  • Responsiveness and flexibility in order to take advantage of market inefficiencies and opportunities.
  • Optimisation of global exposures to short-term market conditions.

3. Portfolio construction and composition – Weekly review

  • Selection of investment vehicles which reflect the long term view of the fund managers.
  • Transparency, governance and associated costs are key considerations.
  • Selection based on the ability to generate robust and regular performance in the long-run.

UCITS DO NOT HAVE A GUARANTEED RETURN AND PREVIOUS PERFORMANCE DOES NOT GUARANTEE FUTURE PERFORMANCE.

Source: HSBC Global Asset Management

This information is not and cannot under any circumstances be deemed to be investment advice or an exhortation to invest.