Managed portfolios

Tailored solutions for your investment goals

Managed portfolios combine the experience of HSBC's investment professionals with access to leading investment advisers 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, each of the managed portfolios are available in USD.

World Selection - Cautious

• 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

World Selection - Balanced

• 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

World Selection - Dynamic

• 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

To view prospectus and quarterly updates for World Selection funds click here.

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 sophisticated modelling techniques to keep your portfolio up-to-date in the face of a changing marketplace. Under our watchful eye, we monitor world markets round-the-clock.

Issued by HSBC Bank Bermuda Limited which 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. Persons are required to inform themselves and observe any relevant restrictions. HSBC Global Asset Management (Bermuda) Limited makes no representation as to the suitability of the funds for investors.