Investment Approach
HSBC's global footprint gives us significant scope and insight across diverse markets. We manage a full range of global, regional and country specific equity, fixed income and liquidity strategies, leveraging our unique perspective and local markets knowledge.
Our investment approach is implemented in a systematic and disciplined fashion that aims to add value through active management in both asset allocation and sector/security selection.
Managed Portfolios
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 conservative to aggressive investor.
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 sophisticated modelling techniques to keep your portfolio up-to-date in the face of a changing market-place.
| Prospectus | Description | Minimum investment | Subsequent transactions | Next steps |
|---|---|---|---|---|
| World Selection - Cautious - USD (pdf, 298kb) | For investors seeking modest capital appreciation where higher income is generated and reinvested. Investors in this portfolio will have moderate time horizon or a low tolerance for risk. | USD $200,000 | USD $10,000 |
|
| World Selection - Balanced - USD (pdf, 298kb) | For investors seeking relatively stable returns and a lower level of income is generated. Investors in this portfolio will have a higher risk tolerance and/or a longer time horizon than the Income & Growth. | USD $200,000 | USD $10,000 |
|
| World Selection - Dynamic - USD (pdf, 298kb) | For investors seeking stronger capital growth with low emphasis on reinvesting income. Investors in this portfolio will have a relatively high tolerance for risk and a longer time horizon. | USD $200,000 | USD $10,000 |
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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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