HSBC Managed Portfolios

This fund seeks to apply a low risk investment strategy to provide long term total returns (meaning income and capital growth).  It does so by investing in bonds and shares, either directly or through investing into other funds.

What’s inside?

This data shows the strategic breakdown of the World Selection portfolio as of 30 April 2020.

A very low risk portfolio

This portfolio is classified by HSBC as ‘very low risk’. It’s rated as 1, where 1 is a lower level of risk and 5 is a higher level of risk. The lowest category does not mean a risk-free investment.

The base currency for this portfolio is US dollars, and the volatility range is managed at less than 5%.

The World Selection 1 portfolio targets a lower level of investment risk by investing in assets whose values are likely to fluctuate by less than that of a higher-risk fund. Over time, these types of assets may produce a greater return than cash-based investments with the aim of keeping pace with inflation. Bear in mind that very low risk funds can fall in value to below the amount you invested and as with any investment, it should be viewed as something to stay in for at least 5 years.

This fund seeks to apply a low to medium risk investment strategy to provide long term total returns (meaning income and capital growth). It does so by investing in bonds and shares, either directly or through investing into other funds.

What’s inside?

This data shows the strategic breakdown of the World Selection portfolio as of 30 April 2020.

A low risk portfolio

This portfolio is classified by HSBC as ‘low risk’. It’s rated as 2, where 1 is a very low level of risk and 5 is a higher level of risk. The low risk category does not mean a risk-free investment.

The base currency for this portfolio is US dollars, and the volatility range is managed at 5% to 8%.

The World Selection 2 portfolio targets a low level of investment risk by investing in assets whose values are likely to fluctuate by less than that of a higher-risk fund. Over time, these types of assets may produce better returns than cash based investments with the aim of keeping pace with inflation. Low risk products can fall in value to below the amount you invest, it should be viewed as something to stay in for at least 5 years.

This fund seeks to apply a medium risk investment strategy to provide long term total returns (meaning income and capital growth). It does so by investing in bonds and shares, either directly or through investing into other funds.

What’s inside?

This data shows the strategic breakdown of the World Selection portfolio as of 30 April 2020.

A moderate risk portfolio

This portfolio is classified by HSBC as ‘moderate risk’. It’s rated as 3, where 1 is a very low level of risk and 5 is a higher level of risk. The moderate risk category does not mean a risk-free investment.

The base currency for this portfolio is US dollars, and the volatility range is managed at 8% to 11%.

The World Selection 3 portfolio targets a moderate level of investment risk by investing in assets whose values are likely to fluctuate by more than that of a lower-risk fund. Over time, although these products may provide better returns over time they are likely to fluctuate in value. Moderate risk products can fall in value to below the amount you invest, and are more likely to do so than lower risk investments, it should be viewed as something to stay in for at least 5 years.

This Fund seeks to apply a medium to high risk investment strategy to provide long term total returns (meaning capital growth and income). It does so by investing in shares and bonds of companies or governments, either directly or through investing into other funds. 

What’s inside?

This data shows the strategic breakdown of the World Selection portfolio as of 30 April 2020.

A high risk portfolio

This portfolio is classified by HSBC as ‘high risk’. It’s rated as 4, where 1 is a very low level of risk and 5 is a higher level of risk. 

The base currency for this portfolio is US dollars, and the volatility range is managed at 11% to 14%.

The World Selection 4 portfolio targets a high level of investment risk by investing in assets whose values are likely to fluctuate by more than that of a moderate-risk fund. Although these products may provide better returns over time, high risk products can fluctuate significantly. High risk products can fall in value to significantly below the amount you invest, and are more likely to do so than moderate or lower risk investments, it should be viewed as something to stay in for at least 5 years.

This Fund seeks to apply a high risk investment strategy to provide long term total returns (meaning capital growth and income). It does so by investing in shares and bonds of companies or governments, either directly or through investing into other funds. 

What’s inside?

This data shows the strategic breakdown of the World Selection portfolio as of 30 April 2020.

A very high-risk portfolio

This portfolio is classified by HSBC as ‘very high risk’. It’s rated as 5, where 1 is a very low level of risk and 5 is a higher level of risk.

The base currency for this portfolio is US dollars, and the volatility range is managed at over 14%. 

The World Selection 5 portfolio targets a high level of investment risk by investing in assets whose values are likely to fluctuate by more than that of a high-risk fund. Although these products may provide better returns over time, very high-risk products can fluctuate substantially. Very high-risk products can fall in value to substantially below the amount you invest and are much more likely to do so than moderate or lower risk investments, it should be viewed as something to stay in for at least 5 years.