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HSBC Global Sustainable Multi-Asset Income Fund

Multi-asset opportunities delivered sustainably

Important Information

  • The Fund invests mainly in a diversified portfolio of global assets that form part of sustainable investment strategies (“Sustainable Assets”).
  • The Fund invests its asset based on certain ESG and sustainable investment strategies. The use of Sustainable Criteria may affect the Fund’s investment performance which perform differently compared to similar funds that do not use such criteria.
  • The Fund's asset allocation strategy balancing income, long term expected returns and risk may not achieve the desired results under all circumstances and market conditions. Change in sustainable investment strategies may involve rebalancing of the investments of the Fund and therefore the Fund may incur greater transaction costs than a fund employing a buy-and-hold allocation strategy.
  • The Fund may invest in financial derivative instruments (eg. Covered Call Options) for investment purpose which may lead to higher volatility to its net asset value.
  • The Fund may pay dividends out of capital or gross of expenses. Dividend is not guaranteed and may result in capital erosion and reduction in net asset value.
  • The Fund may invest in other collective investment schemes, and need to bear the underlying funds’ fees and expenses on top of the Fund’s own fees and expenses.
  • The Fund’s investments may involve substantial credit, credit rating, currency, volatility, liquidity, interest rate, valuation, emerging markets, tax and political risks and risks related to general equity market, general debt securities, sovereign debt, investment strategy, mainland China market, small/mid-capitalisation companies, non-investment grade and unrated debt securities, convertible securities. Investors may suffer substantial loss of their investments in the Fund.
  • Base Currency Hedged Share Classes and RMB denominated Class are subject to higher currency and exchange rate risks.
  • Investors should not invest solely based on this document and should read the offering documents for details.


Why invest sustainably?

Flower

Source: HSBC Asset Management, Reuters. Data as of 27 October 2021. Data refers to decline in stock price in the first two months following an ESG risk event. Past performance is not an indicator of future results. For illustrative purposes only.

Flower

Source: FT1000 report, 22 March 2021. The report lists the European companies that achieved the highest compound annual growth rate in revenue between 2016 and 2019. Past performance is not an indicator of future results. For illustrative purposes only.


The size of ESG assets is on the rise

Increasing number of investors are cognizant of the benefits of ESG investing and have shifted their focus to investing in sustainable assets amidst the pandemic worries.

ESG assets grow in size

Source: 2020 Global Sustainable Investment Review, The Global Sustainable Investment Alliance. Data of 2025 was estimated by Bloomberg Intelligence (23 February 2021). For illustrative purposes only.



A world of opportunities, through an ESG lens



Capturing potential income and returns with a strong focus on sustainable investing

The Fund invests across 50 countries, over 30 different currencies and multiple asset classes.

A balanced portfolio with diversified geographical allocation

Source: Bloomberg; HSBC Asset Management as of 31 December 2021.
Note:
(1): Based on Equity, Corporate Bonds, High Yield Bonds and EMD allocation benchmarks
(2): Latin America (LATAM) includes Argentina, Brazil, Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Mexico, Panama, Paraguay, Peru and Uruguay
(3): Asia ex Japan includes Mainland China, Hong Kong SAR, Indonesia, South Korea, Malaysia, Philippines, Singapore, Sri Lanka, Taiwan, Thailand and Turkey
(4): Other includes all remaining countries not specified on the map

The Fund invests heavily in sustainable companies and aims to reduce its exposure to less sustainable ones. It has a deep consideration of ESG factors and take active stewardship to make sound investment decisions with long-term value for our investors.

Sustainable development goals

Source: United Nations, as of 31 December 2021. The Sustainable Development Goals are a call for action by all countries – poor, rich and middle-income – to promote prosperity while protecting the planet. They recognize that ending poverty must go hand-in-hand with strategies that build economic growth and address a range of social needs including education, health, social protection, and job opportunities, while tackling climate change and environmental protection. More important than ever, the goals provide a critical framework for COVID-19 recovery. For illustrative purposes only.

The Fund incorporates an income approach that focuses on relatively attractive yielding assets, while taking ESG factors into account. This helps mitigate the potential impact on income from a narrower investable universe due to ESG screening.

Global quant income enquiries; Global high yield bonds; Global long term dividend equities

(1) Global Quant Income Equities include covered call options.
Source: HSBC Asset Management, December 2021. Investment involves risk. The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. A positive income does not imply a positive return.  Representative overview of the investment process, which may differ by product, client mandate or market conditions. Any forecast, projection or target where provided is indicative only and is not guaranteed in any way. HSBC Asset Management accepts no liability for any failure to meet such forecast, projection or target. For illustrative purposes only.



HSBC Asset Management’s responsible investing policies

ESG enhanced strategies; Best-in-class screening to focus on higher ESG scoring companies Thematic; Sectors that are aligned with sustainability outcomes (e.g. climate change, clean energy or demographics) Impact investing; Companies with the intention to deliver a direct, positive and measurable impact on society and the environment

Source: HSBC Asset Management, as of 31 December 2021. Any views expressed were held at the time of preparation and are subject to change without notice. For illustrative purposes only.


Uncovering sustainable investment opportunities



Fund information



Resources

 


 

Want to know more about our Responsible Investing?

Disclaimer

The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. Any views and opinions expressed are subject to change without notice. Any forecast, projection or target where provided is indicative only and is not guaranteed in any way. We accept no liability for any failure to meet such forecast, projection or target. This page is prepared for general information purposes only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive it. Any views and opinions expressed are subject to change without notice. This document does not constitute an offering document and should not be construed as a recommendation, an offer to sell or the solicitation of an offer to purchase or subscribe to any investment.