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Our worldwide solution is designed for investors with targeted risk tolerances.
Our multi-asset investment teams work around the world to take advantage of opportunities the financial markets have to offer across global equity and bond markets, as well as alternative asset classes such as listed property.
Asset allocation drives the bulk of investment return over time; an exposure to a range of asset classes, geographies and currencies - at targeted levels of risk - can lead to attractive, long-term risk-adjusted returns.
We deliver cost-efficient exposure to diversified portfolios of equities, government and corporate bonds, and property securities that seek to maximise expected return for a targeted level of portfolio volatility
Portfolios target different risk profiles
Why this strategy?
Globally diversified, dynamic asset allocation, risk focused, cost efficient...all in a single strategy.
Global diversification across asset classes, geographies and currencies
Exposure to equities, government bonds, corporate bonds and local debts in the convenience of a single holding
Dynamic asset allocation
An actively managed asset allocation, not a ‘set and forget’ strategy
Tactical asset allocation to exploit shorter-term market opportunities
Asset allocations are dynamic and not "set and forget" strategies. We apply a three stage process in constructing the portfolios:
Determine a strategic asset mix to achieve the desired long-term return for a given level of risk
Adjust the strategic allocation tactically to capitalise on shorter-term market pricing anomalies and opportunities for creating value
Implement a risk-focused portfolio with disciplined rebalancing triggers, using the most efficient instruments from a risk / return and a cost-efficiency perspective
60+ investment professionals working in multi-asset across five key locations: London, Paris, Düsseldorf, Hong Kong and Vancouver
20+ years of experience managing multi-asset strategies for institutional and retail investors
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.
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.
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