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Managed portfolios

Tailored solutions for your investment goals

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 suit individual investment needs.

Defined by investment styles suitable for cautious to dynamic investors, each of the managed portfolios is available in US Dollars and offers tactical asset allocation and strategic rebalancing.

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.

Monthly Update Minimum Investment Subsequent Transactions
World Selection 1 – Class AD, Class ID AD - US $10,000    ID – US $200,000 AD - US $5,000    ID – US $10,000
World Selection 2 – Class AD, Class IC AD - US $10,000    IC – US $200,000 AD - US $5,000    IC – US $10,000
World Selection 3 – Class AD, Class IC AD - US $10,000    IC – US $200,000 AD - US $5,000    IC – US $10,000
World Selection 4 – Class AC, Class IC AC - US $10,000    IC – US $200,000 AC - US $5,000    IC – US $10,000
World Selection 5 – Class AC, Class IC AC - US $10,000    IC – US $200,000 AC - US $5,000    IC – US $10,000

Tactical asset allocation

An active management portfolio strategy that rebalances the percentage of assets held in various categories in order to take advantage of market pricing anomalies or strong market sectors. This strategy allows portfolio managers to create extra value by taking advantage of certain situations in the marketplace. It is a moderately active strategy since managers return to the portfolio's original strategic asset mix when desired short-term profits are achieved.

Strategic rebalancing

The process of realigning the weightings of your portfolio of assets. For example, if your portfolio's proportion of stock has grown too large for your intended assets weightings and risk tolerance, you might rebalance by selling some stock and putting it into cash or bonds. 

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.

Issued by HSBC Bank Bermuda Limited, of 6 Front Street, Hamilton Bermuda, 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. 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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