Worldwide
Our worldwide solution is designed for investors with targeted risk tolerances.
Our multi-asset investment teams work around the world to take advantage of opportunities the financial markets have to offer across global equity and bond markets, as well as alternative asset classes such as listed property.
Our philosophy
Asset allocation drives the bulk of investment return over time; an exposure to a range of asset classes, geographies and currencies - at targeted levels of risk - can lead to attractive, long-term risk-adjusted returns.
- We deliver cost-efficient exposure to diversified portfolios of equities, government and corporate bonds, and property securities that seek to maximise expected return for a targeted level of portfolio volatility
- Portfolios target different risk profiles
Why this strategy?
Globally diversified, dynamic asset allocation, risk focused, cost efficient...all in a single strategy.
Diversification
- Global diversification across asset classes, geographies and currencies
- Exposure to equities, government bonds, corporate bonds and local debts in the convenience of a single holding
Dynamic asset allocation
- An actively managed asset allocation, not a ‘set and forget’ strategy
- Tactical asset allocation to exploit shorter-term market opportunities
HSBC strengths
- 60+ investment professionals working in multi-asset across five key locations: London, Paris, Düsseldorf, Hong Kong and Vancouver
- 20+ years of experience managing multi-asset strategies for institutional and retail investors
Focus on
Getting started
- For information on how to invest, speak to your adviser
- For HSBC fund information and performance, go to the fund centre