Experts invest for you
Let our experts invest on your behalf with Portfolio+. We build and actively manage a portfolio for you that's clear, disciplined and easy to follow. Just choose a strategy and risk level, then we'll take care of the rest:
- Get a professionally managed portfolio built with exchange-traded funds (ETFs)
- We manage and rebalance your portfolio according to your strategy and risk level
- Check in anytime for holdings, performance and updates through the HSBC HK App
Start investing fromHKD10,000
Additional investment from
HKD1,000
Launch offer: 0% fee
Join Portfolio+ today and pay no platform fees until 1 January 2027. This offer is available to all Portfolio+ customers. T&Cs (PDF) apply.
Our strategies, your pick
Select what you want your portfolio to focus on, and how much risk you're comfortable taking. We've created 3 core strategies ranging from risk levels 1 to 5, and an optional add-on strategy.
Growth
Designed for those who want long-term growth, this strategy aims to grow your wealth over time while staying globally diversified across ETFs investing in stocks and bonds.
Available risk levels: 1 to 5
Enhanced Income
This strategy aims for a quarterly cash income by including ETFs investing mainly in dividend-paying stocks and bonds, while also seeking potential capital growth at your chosen risk level.
Available risk levels: 1 to 5
Sustainable
This strategy focuses on sustainability with ESG screening. It invests in ETFs that focus on businesses with higher ESG scores and lower carbon intensity than the broader market, therefore achieving sustainable growth over the long term.
Available risk levels: 1 to 5
Future trends stocks (add-on)
Add a little 'what's next' to the mix. Available alongside Growth and Sustainable, this strategy offers exposure to long-term themes such as technology, green transformation and societal change.
Available risk levels: 3 to 5
Key benefits
Everything you hold at a glance
See a clear breakdown of your holdings by asset type, geography, sector and company – so you're not left guessing where your money is.
Disciplined management, with transparency
Our experts manage and rebalance your portfolio over time. Check the app to see a timeline of key portfolio activities, including rebalancing and top-ups, and review your fees and statements.
Updates that keep you in the loop
Get monthly portfolio manager updates as well as weekly market news – so you can understand what's happening and how your portfolio is being managed.
More portfolios for more goals
Create multiple portfolios and name them after your investment goals – 'Retirement', 'The Home Plan', or simply 'Future Me'.
Fees and documents
Platform fee
We charge you a platform fee at a tiered rate based on the total Portfolio+ market value across all your portfolios each day. This rate is applicable to your full Portfolio+ balance for that day. We deduct the accumulated fee monthly.
Platform fee tiers and annualised rates:
- HKD250,000 or below: 0.8% p.a.
- HKD250,001 to HKD750,000: 0.7% p.a.
- HKD750,001 to HKD1.5 million: 0.6% p.a.
- Above HKD1.5 million: 0.5% p.a.
Create your first portfolio now
Start on the HSBC HK App
Scan the QR code to go straight to Portfolio+.
