Carefully curated investment funds
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Why invest in HSBC Select funds?
- Award-winning fundsBe confident investing in our awarded mutual funds series.
- Full professional oversightBenefit from the recognised expertise of our HSBC fund managers.
- Diversification built inFunds invest in a range of investment assets, in both developed and developing markets.
- No lock-in periodSell your share in a fund any time, with relative ease.
- Online discountsBenefit from 0.5% off subscription fees and free online fund redemption when you buy and sell funds in online banking.
How HSBC Select funds work
Three-step investment process
Our fund managers do a quarterly review for long-term strategic allocation. They also do a weekly review for short-term tactical allocation. Finally, they review the portfolio construction and composition on a weekly basis.
Rigorous risk monitoring process
The funds in the HSBC Select range are subject to rigorous risk monitoring at several levels. Checks of the overall portfolio and underlying positions are performed regularly. And an independent team stringently monitors risk.
Direct access to our management team
Our fund managers are based in Paris and have extensive experience managing multi-asset mutual funds and providing wealth solutions. The team is small, which facilitates decision-making and reactivity. Plus, the team's fund managers are able to draw on the resources of HSBC Group expertise in research, analysis and risk management.
Common investment philosophy
Our management approach favours highly diverse performance drivers. And our investment decisions are based on a strong conviction in securities that are commonly overlooked or undervalued. This results in both dynamic and disciplined fund management.
Choose from 5 funds
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
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.
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.
Source: HSBC Global Asset Management
Prior to making any investment decision, verify that the investment products you are examining meet your financial requirements and investment goals and consider the legislation that applies to your case. It is recommended that you refer to your usual consultants (lawyers, tax advisors, notaries, etc.) for help with your decision. Participation registrations in the UCITS sub capitals of the Luxembourg law of the HSBC portfolios described here can be undergone only in accordance to the current informative report, which you can obtain after request from HSBC Greece, from the topic guardian, the financial department or the representative. Investors should read the informative report for detailed information about the risks associated with the UCITS sub capitals of the Luxembourg right HSBC portfolios. Previous performances do not guarantee future ones. Like any other investment that is exposed to market fluctuations, the price of HSBC portfolio shares may fall or rise.
Are you eligible?
To invest in HSBC Select funds, you need to:
- be an HSBC Premier customer
- have at least 25,000 euros available for the investment
- meet nationality requirements (as specified in the Prospectus, as each time in force)
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.
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