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Our multi-asset income strategies, aim to deliver a steady potential income stream from a diversified range of asset classes, with different geographical focusese.
Financial markets can sometimes be inefficient; meaning that securities are not always accurately priced and can deviate from the true discounted value of their future cash flows over time. This is why our decisions on asset allocation are dynamic in order to exploit shifts in asset class prospective returns, rather than following a ‘set and forget’ strategy.
Tactical Asset Allocation (TAA) - Adjustments to the asset allocation to account for our shorter-term market outlook
Portfolio Implementation - Implementing the desired asset allocation
Over 20 years experience managing multi-asset solutions
Global investment process blending quantitative and qualitative approaches
China Multi-Asset Income Strategy
Why this strategy?
The low correlation among Chinese asset classes allow for greater diversification benefits
The strategy has the flexibility to invest in China market through different channels, exploiting any anomalies in both onshore and offshore markets across asset classes
The strategy's equity exposure provides upside potential and income from high dividend stocks, while the Chinese bond holdings providing attractive yields
Europe Multi-Asset Income Strategy
Why this strategy?
A solution for Asian clients who seek to benefit from opportunities in the Eurozone market while diversifying their local investment
Our multi-asset approach allows to capture opportunities in different phases of economic cycle, and this strategy benefits from a diversified asset allocation between equity and fixed income
Global Emering Markets Multi-Asset Income Strategy
Why this strategy?
Emerging markets may offer appealing investment opportunities
However, focusing on a single emerging market segment (e.g. asset class and/or geography) often exceeds the risk investors are prepared to accept into their portfolios
The strategy aims to smooth these ‘single market’ risks by efficiently combining different emerging market asset classes globally, including equities, bonds and currencies
Such portfolio diversification enables investors to access emerging markets with a more balanced level of risk
The strategy leverages the active asset allocation process of our global multi-asset fund ranges while benefiting from HSBC’s emerging markets investment expertise
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 intended for financial intermediaries in Hong Kong only.
The information herein is not intended for individuals and such individuals should not rely upon it.
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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