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HSBC multi-asset income funds

Greater diversity. Combined strength.

Important information

HSBC GIF US Income Focused

  • The Fund mainly invests in fixed income securities and equity securities, money market and cash instruments and other instruments that are related to the USA
  • Asset Backed securities, Mortgage Backed securities and Real Estate (not direct investment) may subject the Fund to additional risks and volatility
  • 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 financial derivative instruments for investment purpose which may lead to higher volatility to its net asset value
  • The Fund’s investments may involve substantial credit, credit rating, currency, volatility, liquidity, interest rate, valuation, tax, sovereign debt, non-investment grade and unrated debt securities, general equity market, and general debt securities, asset allocation strategy, geographic concentration, emerging market risks, and risk of investment in other collective investment schemes,. The Fund may also involve risk of specific investment strategy, and political risks. Investors may suffer substantial loss of their investments in the Fund
  • Portfolio Currency Hedged Share Classes or RMB denominated class are subject to higher currency and exchange rate risks

HSBC GIF Managed Solutions - Asia Focused Income

  • The Fund invests mainly in Asia Pacific (excluding Japan) equities and bonds, and may invest in other funds to achieve its investment objectives
  • 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 financial derivative instruments for investment purpose which may lead to higher volatility to its net asset value
  • The Fund’s investments may involve substantial credit, credit rating, currency, volatility, liquidity, interest rate, valuation, general equity market, general debt securities, sovereign debt, non-investment grade and unrated debt securities, asset allocation strategy, geographic concentration and emerging market risks, risk associated with small/mid-capitalisation companies, risk of investment in other collective investment schemes, tax and political risks. Investors may suffer substantial loss of their investments in the Fund
  • Base Currency Hedged Share Classes or RMB denominated class are subject to higher currency and exchange rate risks

HSBC Collective Investment Trust - HSBC Global Sustainable Multi-Asset Income Fund

  • 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 performance and result in a loss to the Fund
  • 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 for investment purpose which may lead to higher volatility to its net asset value
  • The Fund may pay dividends/payouts out of capital or gross of expenses. Dividend/payout is not guaranteed and may result in capital erosion and reduction in net asset value
  • 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 and investment in other collective investment schemes. 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 page and should read the offering documents for details.


HSBC multi-asset income solutions
Navigate challenging markets and stay ahead of inflation

HSBC multi-asset income solutions

The financial market can be volatile, especially with geopolitical risks on the horizon and monetary tightening underway. Investors should therefore find a way that can deliver potential returns and manage downside risks effectively

Historical data has indicated that no particular investment can be an all-time winner. If you want to manage risks while striving for steady potential returns amidst the ups and downs of an economic cycle over a long-term time horizon, it might be a good idea to invest in a multi-asset portfolio

Multi-asset income funds focus on relatively attractive yielding assets such as high dividend stocks and high yield bonds, capturing different sources of income to generate an appealing potential income stream in an inflationary environment



The strength and stability in the earnings of US companies allow for better dividend income potential versus other regional markets. This helps to defend against inflation and risks brought about by higher interest rates

The Fund invests across asset classes and sectors in both US and non-US markets, opening up broader opportunities while managing volatility. It can also flexibly invest in contingent convertible bonds, asset backed securities, REITs and covered calls to enhance the yield potential

The Fund seeks to provide an appealing potential income stream. The latest annualised dividend yield of Class AM2 (as of February 2022) is 4.59%1 (dividend is not guaranteed and may be paid out of capital)


Asset allocation

1 Source: HSBC Asset Management, data as of 25 February 2022. Dividend is not guaranteed and may be paid out of capital, which will result in capital erosion and reduction in net asset value. A positive distribution yield does not imply a positive return. Past distribution yields and payments do not represent future distribution yields and payments. Historical payments may be comprised of both distributed income and capital. The calculation method of annualised yield: ((1+ (dividend amount/ ex-dividend NAV))^12) – 1. The annualized dividend yield is calculated base on the dividend distribution on the relevant date with dividend reinvested, and may be higher or lower than the actual annual dividend yield.

Asia is offering a better growth prospect with less vulnerability to geopolitical risks. Following recent market corrections driven by external factors, Asian equities and bonds are trading at attractive valuations

The Fund invests in Asian (including Asia-Pacific and excluding Japan) based income oriented assets in both fixed income and equity markets. In a volatile environment, Asian equities provide a good source of potential income

Adopting a balanced approach with an Asian focus, the Fund is for investors seeking income and moderate growth. Its latest annualised dividend yield (Class AM2) as of February 2022 is 4.68%2 (dividend is not guaranteed and may be paid out of capital)


Asset allocation

2 Source: HSBC Asset Management, data as of 25 February 2022. Dividend is not guaranteed and may be paid out of capital, which will result in capital erosion and reduction in net asset value. A positive distribution yield does notimply a positive return. Past distribution yields and payments do not represent future distribution yields and payments. Historical payments may be comprised of both distributed income and capital. The calculation method of annualised yield: ((1+ (dividend amount/ ex-dividend NAV))^12) – 1. The annualized dividend yield is calculated base on the dividend distribution on the relevant date with dividend reinvested, and may be higher or lower than the actual annual dividend yield.

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. The trend of sustainable investing is also driven by the changing business environment and the impact of ESG factors on companies

The Fund aims to invest across 50 countries and over 30 currencies with multiple asset classes, providing active and passive equity exposure as well as access to bonds and alternative investments

The Fund incorporates an income approach that focuses on relatively attractive yielding assets, while taking ESG factors and risks into account


Asset allocation

Fund information

 
HSBC GIF US Income Focused

Brochure More information

 
HSBC GIF Managed Solutions - Asia Focused Income

Brochure More information

 
HSBC CIT - HSBC Global Sustainable Multi-Asset Income Fund

Brochure More information

Resources

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.