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Managed Portfolios

Overview

Managed portfolios combine the experience of HSBC's investment professionals with access to leading investment advisors from around the globe, and provide a professionally managed portfolio of primarily HSBC funds tailored to meet the needs of the cautious to dynamic investor.

 

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Effective diversification – a more stable way to invest

All funds have exposure to different risks while different factors will affect each one at different times – so that all risk is not borne in one fund, one type of investment or one geographic region.

Proactively responding to changing markets

Creating and managing portfolios like HSBC World Selection requires a strong, connected team of experts based around the globe, using local knowledge and modelling techniques to keep your portfolio up-to-date in the face of a changing market-place. Under our watchful eye, we monitor world markets round-the-clock.

The primary objective of the World Selection portfolios is total return over time while attempting to limit risk through investment in a diversified portfolio of mutual funds.

Prospectus Description Minimum investment   Subsequent transactions Next steps
World Selection - Cautious - USD (pdf, 298kb) Investors in this portfolio will have a low risk tolerance. USD $200,000 USD $10,000
  • Application (pdf, 690kb)
  • Quarterly Update (pdf, 158kb)
World Selection - Balanced - USD (pdf, 298kb) Investors in this portfolio will have a moderate risk tolerance and/or a medium investment time horizon USD $200,000 USD $10,000
  • Application (pdf, 690kb)
  • Quarterly Update (pdf, 161kb)
World Selection - Dynamic - USD (pdf, 298kb) Investors in this portfolio will have a high risk tolerance and/or a long investment time horizon. USD $200,000 USD $10,000
  • Application (pdf, 690kb)
  • Quarterly Update (pdf, 159kb)

The value of investments and any income they generate can go down as well as up, meaning you may not get back the full amount you invested. Past performance is not indicative of future performance.

These products and services are offered only in jurisdictions where and when they may be lawfully offered by HSBC Bank Bermuda Limited and the material on these pages is not intended for use by persons located in or resident in jurisdictions which restrict the distribution of this material by us. Persons accessing these pages are required to inform themselves about and observe any relevant restrictions. These pages should not be regarded as an offer or solicitation to sell investments or make deposits in any jurisdiction to any person to whom it is unlawful to make such an invitation or solicitation in such jurisdictions. This information is not intended to provide professional advice and should not be relied upon in that regard. Persons accessing these pages are advised to obtain appropriate professional advice where necessary.
HSBC Bank Bermuda Limited is licensed to conduct banking and investment business by the Bermuda Monetary Authority.

HSBC Global Asset Management (Bermuda) Limited of 6 Front Street, Hamilton, Bermuda, is a wholly owned subsidiary of HSBC Bank Bermuda Limited. Funds managed by HSBC Global Asset Management (Bermuda) Limited are offered by prospectus only in those jurisdictions where they are permitted by law. HSBC Global Asset Management (Bermuda) Limited makes no representation as to the suitability of the funds for investors. HSBC Global Asset Management (Bermuda) Limited is licensed to conduct investment business by the Bermuda Monetary Authority.

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