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HSBC Specialist Funds

Complement your portfolio with an HSBC Bermuda Specialist fund

Whether you’re looking for ways to diversify your portfolio or to focus on fixed income, our specialist funds can help.

Alternative fund

The HSBC Alternative Fund focuses on quality, international diversification and flexibility, giving you access to leading hedge fund managers for a minimum investment of US $10,000.

The objective of the fund is to provide a total return from selected investments in a number of hedge funds, which utilise and trade a range of different strategies and markets worldwide. The fund aims to make positive returns regardless of market cycle while attempting to limit investment risks.

Book an appointment

To find out more about specialist funds, make an appointment with one of our dedicated wealth experts today.

Benefits

  • Although single hedge funds can be relatively risky investments, a widely diversified fund significantly reduces this risk

  • Alternative investments have low correlation to traditional asset class returns. Therefore, the fund is well-suited to complement a wider investment portfolio

  • Investment selection is based on stringent criteria established by the Manager and includes quantitative and qualitative evaluation of all prospective and continuing investments

Short Duration Fixed Income fund

The Short Duration Fixed Income Fund (SDFI) aims to maximise income while attempting to minimise the risk of capital deterioration. The Fund aims to achieve its objective by applying a diversification strategy focused on high-quality fixed income instruments with an average duration of one to three years.

Minimal initial investment of USD $100,000

Related documentation

Book an appointment

If you’re interested in discussing our Specialist Funds in more detail, our dedicated wealth experts are on hand to guide you through the process. Call us on +1 441 299 5959 to arrange your initial consultation, or fill in our simple online form to request a call back.

Premier customers should reach out to their Relationship Manager in the first instance. 

Explore our Global Asset Management resources

Our Global Asset Management centre features a variety of tools and resources to help you to stay on track with your investment goals. 

Financial planning services

Whatever your financial goals might be, working with a dedicated financial planning professional can bring you one step closer to achieving them. 

Important information

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 37 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 37 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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Disclosure

Issued by HSBC Bank Bermuda Limited, of 37 Front Street, Hamilton Bermuda, which is licensed to conduct Banking and Investment Business by the Bermuda Monetary Authority.

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