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HSBC Global Asset Management

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Investment academy

Understanding investment concepts to make wiser decisions

Introduction

Investing is a great way of reaching your financial goals. And whatever you’re investing for, one key to success is understanding what you’re investing in.

HSBC Global Asset Management’s Investment Academy website covers key investment, financial and economic concepts, providing you the insights you need to effectively navigate the investment world and make more informed decisions about your mutual fund investments.

Chart of the month

Understanding risk premium

Return driver decomposition of different asset classes

Chart of the month showing the Understanding risk premium. Read the PDF format below.

Source: HSBC Global Asset Management, October 2019.

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. This page 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.

Download and read in PDF Format

Environmental, social and governance (ESG) going mainstream

Investment tips

Environmental, social and governance (ESG) going mainstream

April 2019

Breaking down duration: a useful concept

Investment tips

Breaking down duration: a useful concept for bond investors

December 2018

Understanding risk premium

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Understanding risk premium

October 2019

Nobody can predict the best entry points

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Nobody can predict the best entry points

September 2019

No particular asset class can be an all-time winner

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No particular asset class can be an all-time winner

July 2019

Adding global equities to your HK stock portfolio

Chart of the month

Adding global equities to your HK stock portfolio

June 2019

Equity 101

Investment basics

Equity 101

Interest rate and inflation 101

Investment basics

Interest rate and inflation 101

Fixed Income 101

Investment basics

Fixed income 101

Multi-asset 101

Investment basics

Multi-asset 101

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Important information

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.

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