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Our multi-asset strategies offer a variety of risk and return profiles, giving our clients the benefits of a broad diversification of assets through one single investment.
We offer funds for different investment goals and different investor profiles. We apply strict controls and make regular adjustments to make sure our funds remain on track with their long-term objectives.
Matching your investment profile
Your investment profile depends on several things:
Your investment objective – what you want to do with the money: fund your retirement, pay for your children’s education, or buy a house?
Your investment horizon – how long you have before you need the money: are you planning on retiring in five years or thirty?
Your risk appetite – how much can the value of your portfolio go down before you start losing sleep over it?
Your profile will change over time, and you should review it with your adviser on a regular basis.
Remember that no investment is without 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. For investors holding overseas investments, the rate of currency exchange can also cause the value of these investments to go up or down.
Our strengths in managing multi-asset funds
We use the expertise of a wide range of specialists across the world, ensuring we manage our multi-asset funds in a robust and comprehensive way
We offer a range of funds to match a diversity of investment profiles and goals
For information on how to invest, speak to your adviser
For HSBC fund information and performance, go to the fund centre
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. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate.
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Terms and conditions
This site is for individual investors in Hong Kong only.
The Funds invest in various investments, such as equities, bonds, money market instruments, collective investment schemes and alternative investments. Each fund has a different investment objective and risk profile.
The Funds may subject to the risks of investing in emerging markets and smaller companies; and may subject to the concentration risks when the investments are concentrated in one or a small number of markets or sectors.
The Funds may invest in non-investment grade bonds, unrated bonds, contingent convertible securities, mortgage backed securities, asset backed securities and urban investment bonds issued by PRC local government financing vehicles (LGFVs) which are subject to additional risks and volatility.
The Funds may have substantial investments in securities issued by a single sovereign issuer (including but not limited to issuer with a non-investment grade credit rating) and are subject to higher concentration risk, sovereign risk and credit risk.
The Funds may gain exposure to hedge fund, absolute return strategy, private equity, real estate sector and Real Estate Investment Trust (REIT) which are subject to additional risks and volatility.
The Funds may invest in onshore Chinese securities through various market access schemes and China A-shares Access Products. Such investments involve additional risks, including the risks associated with China's tax rules and practices.
When investing in Indian bonds, the Funds may need to comply with the licensing regulations in India and may subject to additional risks, including quota restrictions and tax risks.
The Funds may invest in other funds and need to bear the underlying funds' fees and expenses on top of the Funds' own fees and expenses.
The Funds may invest in financial derivative instruments for investment purpose which may lead to higher volatility to their net asset value.
The Funds 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.
Because the Funds' base currency, investments and classes may be denominated in different currencies, investors may be affected adversely by exchange controls and exchange rate fluctuations. There is no guarantee that the currency hedging strategy applied to the relevant classes will achieve its desired result.
Investing in money market funds are not the same as placing funds on deposit with a bank or deposit taking company. The Funds which are money market funds have no obligation to redeem units at their offering value and such Funds are not subject to the supervision of the Hong Kong Monetary Authority. Investors may not recoup the original amount invested in the Funds.
The Funds' investments may involve substantial credit, currency, volatility, liquidity, interest rate, tax and political risks. Investors may suffer substantial loss of their investments in the Funds.
The Funds are NOT equivalent to time deposits. Investors should not invest in the Funds solely based on the information provided herein and should read the offering document of the Fund for details.
You must read carefully the terms and conditions and disclaimers set out here (the 'Terms') and agree to be bound by these Terms prior to registering as a user of this website (the 'Site'). By selecting ACCEPT at the bottom of this page, you agree to be bound by these Terms. If you do not agree to be bound by these Terms please select the DECLINE option below.
I have read and accept the terms above and wish to continue into this site. I confirm that I am an individual investor in Hong Kong.