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Third-party mutual funds

Gain access to hundreds of funds from major investment firms

World-class investments, all in one place

Seize the opportunity to invest in funds from some of the world's leading investment firms, without having to move your money outside of HSBC.

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Find out what you need to do to invest with us.

Why invest in third-party mutual fund providers through HSBC?

  • Easy management of non-HSBC funds

    You'll gain access to investments from leading global fund houses, without having to open external investment accounts
  • Something for everyone

    Since each fund provider has different strategies and focuses, there's a fund available for every kind of investor – novice to expert, conservative to aggressive
  • No lock-in period

    Invest freely for as long as you like, but go for a long-term investment if your aim is greater returns
  • Online exclusives

    Some products are available exclusively through our online platform, including commodity company shares, healthcare and technology shares, emerging market shares and bonds, North American shares and bonds, portfolio mix strategies and global bonds
  • Online discounts

    Benefit from 0.5% off subscription fees and free online fund redemption when you buy and sell funds in online banking

Try our investment savings calculator

Use our wealth calculator to find out how much more you could be earning with a personally tailored savings plan. 


BlackRock was created in 1988 under the name Blackstone Financial Management, and changed its name in 1992 into the one it bears today.

One of the largest asset management organisations, with nearly 13.000 professionals, its presence is strong in 30 countries and regions, handling customer assets in North and South America, Europe, Asia, Australia, the Middle East and Africa.

Source: BlackRock

Franklin Templeton

Since 1947, Franklin Templeton has been dedicated to delivering exceptional asset management for their institutional, retail, and high-net-worth clients.

By bringing together multiple, world-class investment teams in a single firm, they’re able to offer specialised expertise across a full range of asset classes, supported by the strength and resources of one of the world’s largest asset managers. This has helped Franklin Templeton become a trusted partner to financial advisors and investors across the globe.

Source: Franklin Templeton


Founded in 1971 and supported by more than 2,400 staff worldwide, PIMCO has 775 investment professionals whose broad range of clients have entrusted them to actively manage over $1.72 trillion assets managed on behalf of clients globally (as of 30th September 2018).

Today, PIMCO’s expertise encompasses their recognised fixed income capabilities, equities, commodities and alternatives, as well as liability-driven investment, tail-risk hedging, asset allocation, absolute return and inflation protection solutions.

Source: PIMCO

Legg Mason

Since its founding in 1899, Legg Mason has evolved into one of the largest asset management firms in the world, serving individual and institutional investors on six continents. Today, Legg Mason is a leading global investment company committed to helping clients reach their financial goals through long-term, actively managed investment strategies.

Legg Mason is a diverse family of specialised investment managers, each with its own independent approach to research and analysis. Legg Mason affiliates operate with investment autonomy, with each affiliate pursuing its own unique investment philosophy and process and maintaining its own investment culture, in order to create sustainable value for its clients.

J.P. Morgan

Since starting out as The Manhattan Company in 1799, J.P. Morgan provides its customers with innovative, dedicated and concise consultancy and successfully fulfill their business needs.

J.P. Morgan is a global investment manager, operating across the Americas, EMEA, and Asia Pacific, with a presence in over 20 countries and regions worldwise. Their investment professionals develop strategies and investment alternatives which completely correspond to investor needs, making it a leader in most of the countries and regions within which they operate.

Allianz AEDAK

Allianz AEDAK has been active in asset management since 1992 having over 500 million Euros in assets under management and with over 15,000 satisfied clients.

As a representative of Allianz Global Investors & PIMCO, Allianz's global investment arm, Allianz AEDAK caters local market for world-class information, knowledge, products and services.

Allianz Global Investors

Founded in 1890, Allianz has more than 125 years of asset management expertise to its name with more than EUR 546 billion in AuM for institutional and retail investors worldwide. The fund house offers equity, fixed income, alternative and multi-asset strategies. The expertise stretches from the developed world to emerging markets, from single country to global strategies, from thematic to sector portfolios.


Under stable ownership for over 200 years, Schroders operates today in 30 countries and regions, with 41 offices and over 4,700+ talented people who handle more than 508.2 billion euros across Europe, America, Asia and the Middle East. The experience and expertise of these people is what allows for independent market analyses on a global level. Their goal is the same at all times: development of long-term values.

Schroders creates investment solutions through various equity shares, fixed income and assets, while building long-term customer relationships.

Things to know

Undertakings for Collective Investments in Transferable Securities (UCITS) don't have a guaranteed return and previous performance does not guarantee future performance.

The information on this page is not and cannot under any circumstances be deemed as investment advice or an exhortation to invest.

Are you eligible?

To invest in external funds, you need to:

  • have at least 3,000 euros (or USD/GBP equivalent) available for the investment 
  • be 18 years old or over 
  • meet nationality requirements (as specified in the Prospectus, as each time in force)

Invest online

Existing investor?

New investor?

You need to be registered for online banking to invest in funds.

Find out more over the phone

To reduce the need for you to come into the branch during these days, we are now offering Mutual Fund subscriptions and redemptions over the phone. Please contact your Relationship Manager for more information and terms on this service.


Call us on

801 11 71717

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