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HSBC Portfolios - World Selection
Benefits and features
- Invests in a multi-asset portfolio with a wider range of asset classes compared to most other multi-manager funds
in Singapore. - Provides broad diversification across asset classes and geographies not readily accessible to retail investors.
- Combines investment styles and asset class expertise across best-of-breed managers globally.
Diversifying with a multi-asset and multi-manager approach
HSBC Portfolios - World Selection is a range of multi-manager portfolios designed to help investors spread out risks, while optimising returns. While most other multi-manager funds employ traditional asset classes like equities, bonds and cash, HSBC Portfolios - World Selection incorporates a much broader mix of asset classes including equities, bonds, commodities, properties, hedge funds and private equities.
The three World Selection portfolios have varying allocations to suit cautious, balanced and adventurous risk profiles to
help investors:
- Capture multiple sources of return with broad exposure to an array of investment types and geographies, some of which are not readily accessible to most individual, retail investors.
- Manage downside risk through a highly diversified and multi-asset strategy that can help reduce portfolio volatility.
- Access best-of-breed investment managers in each asset class through a multi-manager approach that combines the knowledge of local investment experts across HSBC's global network.
Building portfolio strength with a core investment
Having a well-diversified core investment portfolio can add stability and lower overall risk. For cautious investors, core investments can potentially help to improve returns without adding on too much risk. While for balanced and adventurous investors, they may help to reduce risk without sacrificing a significant amount of return.
Here are two examples* to illustrate this:
A selection of funds to suit different risk profiles
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HSBC Portfolios - World Selection 1
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HSBC Portfolios - World Selection 3
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HSBC Portfolios - World Selection 5
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Act Now
- Call: 1800-HSBC NOW (4722 669) in Singapore or (65) 6-HSBC NOW (4722 669) from overseas.
- Make an appointment with us today
** Source: Lipper Hindsight and Bloomberg, Data as at 31/12/2008. All returns in USD. Absolute return = C.S/Tremont Hedge Fund Multi-strategy, Cash = US Euro$3 month, Commodity = DJ UBS Commodity, Emerging markets equities = MSCI EM, Global bond = BarCap Aggregated Index USD Hedge, Global equities = MSCI World, Hedge fund = C.S/Tremont Hedge Fund, Private equity = LPX50 Index, Property = FTSE/NAREIT All Reits. †Source: Bloomberg and Datastream, Date from 31/08/2004 to 31/08/2009. For illustrative purpose only, Deposit = 3month USD deposit, Tactical = MSCI Asia ex Japan equities, Core = a multi-asset strategy with 26% in equities, 58% in bonds, 13.7% in alternative investments and 3% in cash. Total return in USD. Different portfolio mix will derive different performance, which maybe significantly worse or better than the illustrative figures shown above.
This material has been prepared for information only. Information contained in this material is obtained from sources believed to be reliable, however HSBC does not guarantee its completeness or accuracy. This material is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment or securities nor shall it or any part of it form the basis of, or be relied on in connection with, any contract or commitment whatsoever. The specific investment objectives, personal situation and particular needs of any person have not been taken into consideration. You should therefore not rely on it as an investment advice. Opinions and estimates expressed are subject to change without notice and HSBC expressly disclaims any and all liability for representations and warranties, express or implied, contained herein, or for omissions. All charts and graphs are from publicly available sources or proprietary data. The mention of any investment product should not be construed as representing a recommendation to buy or sell that product, nor does it represent a forecast on future performance of the product. The value of investments and units may go down and up, and the investor may not get back the original sum invested. Past performance is not necessarily indicative of future performance. Investors and potential investors should read the relevant prospectus or product information, available at HSBC branches, before investing. Before you make any investment decision, you may wish to consult a financial adviser. In the event that you choose not to seek advice from a financial adviser, you should carefully consider whether the product is suitable for you.
