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We aim to incorporate environmental, social and governance (ESG) factors in our investment decisions to generate sustainable, long-term returns.
ESG factors can materially impact a company’s long-term performance. Put simply, we believe companies that conduct their business in a responsible and sustainable way are more likely to deliver value over time.
Responsible investing is integral to our investment philosophy and approach. We invest in, and engage with, companies committed to long-term returns: these are likely to focus on stewardship, take account of their broader impact on society and avoid excessive risk-taking.
As at 31 March 2021:
Responsible Investment AUM: Assets managed according to at least one or more of the GSIA¹ seven styles of sustainable investing – USD 569 billion
Client-led exclusions²: Intentionally avoiding investments in companies, issuers, sectors or countries based on criteria related to potential negative sustainability outcomes or particular issues of concern – USD 4.4 billion
Sustainable Investment AUM: All dedicated sustainably invested assets which are managed according to the definitions below in addition to ESG integration, corporate engagement and shareholder action – USD 12.1 billion
ESG Enhanced: Covers the spectrum of approaches (e.g. ESG tilting, positive screening) to intentionally invest in companies based on relative ESG performance or momentum – USD 6.8 billion
Thematic: Actively investing in ESG related growth areas and trends, by seeking out companies or sectors that align with specific sustainable outcomes – USD 4.7 billion
Impact: Investing with proof of intent to deliver a direct, positive and measurable impact on society and/or the environment – USD 0.6 billion
Other: Assets where we do not yet formally implement at least one of the GSIA seven styles of sustainable investing – USD 52 billion
¹ Global Sustainable Investment Alliance
² One additional negative exclusion only alongside firm-wide exclusions is not sufficient to be included in Sustainable Investment AUM. This figure includes our multi-asset funds which can include investment in HSBC Asset Management funds.
Source: HSBC Asset Management, 31 March 2021
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. The value of the underlying assets is strongly affected by interest rate fluctuations and by changes in the credit ratings of the underlying issuer of the assets.
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Terms and conditions
This Site is intended for Institutional 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.
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