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Important Information:

  • The FundsFootnote2 invest mainly in Asian (including Asia Pacific and excluding Japan) based assets in both equity and fixed income markets.
  • The Funds may also invest in other non-Asian based investments such as global bonds and Real Estate Investment Trusts (“REITs”). The Funds may get the exposure through direct investments and/or collective investment schemes.
  • The Funds are subject to the risk of investing in emerging markets. Non-investment grade and unrated fixed income securities are subject to higher credit risk, liquidity risk and counterparty risk than investment grade fixed income securities.
  • The Funds may invest in China A-shares and B-shares and may make the relevant investment through Shanghai-Hong Kong Stock Connect and China A-shares Access Products which may involve additional risks.
  • The Funds are subject to the credit risk of the issuers of the China A-shares Access Products held by the Fund. When the issuer of an investment defaults, the Funds may suffer a loss amounting to the value of such investment. The Asia Focused Growth Fund may have up to 30% of its assets invested in China A-shares Access Products, 25% for the Asia Focused Income Fund, and 15% for the Asia Focused Conservative Fund.
  • There are risks and uncertainties associated with China’s tax rules and practices. In relation to the Funds’ investments in A-shares through Shanghai-Hong Kong Stock Connect and China A-shares Access Products (where applicable), the Funds will not withhold (or will not request the issuer of the relevant investments to withhold) any amount of realised or unrealised gains on its investments in A-shares and China A-shares Access Products. The Funds may further modify their tax provision policies based on new developments and interpretation of the relevant regulations.
  • The Funds may invest in financial derivative instruments for investment purpose and may suffer substantial loss if the relevant issuers default or the relevant instruments cannot be realised or perform badly.
  • The Funds’ investments may involve substantial credit/counterparty, downgrading, market, currency, volatility, liquidity, regulatory and political risks. Investors may suffer substantial loss of their investments in the Funds.
  • For certain classes of the Funds, the Funds may pay dividends out of capital or pay dividends gross of expenses. Investors should note that the payment of dividends out of capital or effectively out of capital represents a return or withdrawal of part of the amount they originally invested or from any capital gains attributable to the original investment. Such distributions may result in an immediate decrease in the net asset value of the Fund.
  • Unit trusts are NOT equivalent to time deposits. Investors should not invest in the Funds solely based on the information provided in this document and should read the offering document of the Funds for details. This document does not constitute an offering document.

2 The Funds include HSBC Global Investment Funds – Managed Solutions – Asia Focused Conservative, Asia Focused Income, and Asia Focused Growth.

HSBC Managed SolutionsFootnote1

HSBC Managed Solutions – Asia Focused Series

Reach your life goals by seizing Asia growth opportunities

  1. Options of diversified portfolio to suit your risk level
    The HSBC Managed Solutions – Asia Focused Series offer 3 portfolios for investors with different risk appetite to capture growth potential through active and flexible asset allocation in equity and fixed income securities, of which minimum 70% will be invested in Asia ex-Japan region. The asset mix can alter when attractive investment opportunities arise.

  2. Leverage on growth drivers and opportunities in Asia
    Dynamics such as government policies, interest rates and gross domestic productivity growth may support the performance of Asian assets. In general, low Asian equity valuations and robust Asian bond fundamentals indicate the potential to unlock potential value.

  3. Income distribution potentialFootnote3
    Asia Focused Income Fund, which targets monthly distribution payout*, offers potential income to investors through investing in a diverse mix of high dividend equities, bonds, and emerging market debts in the Asia ex Japan region for decent dividend potential.

1"HSBC Managed Solutions" is the abbreviated name of "HSBC Global Investment Funds - Managed Solutions".

3 Dividend is not guaranteed and may be paid out of capital which will result in capital erosion and reduction in net asset value. Any change to such dividend policy is subject to the SFC’s approval and prior investor notification. Composition of the latest dividends is available from HSBC Global Asset Management on request and also on its website.

How to invest

HSBC Personal Internet Banking Users

Log on to manage your investment account

Not yet a HSBC Personal Internet Banking User

Register for HSBC Personal Internet Banking


Need help?

Call (852) 2233 3733(852) 2233 3733

Why HSBC Managed Solutions?

Different options to suit customer needs

Options of diversified portfolio that match different risk profiles and objectives

Actively managed all-in-one investment vehicle

Diversified and flexibly managed portfolios to achieve the investment objective

Global expertise

Ability to leverage HSBC's global strength in managing investment and risk. Each portfolio constantly overseen and managed by a team of investment professionals, with allocation across a wide range of asset classes

How to invest/get started with HSBC Managed Solutions

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Get Started with HSBC Managed Solutions

Choose among 3 portfolios according to your risk appetite and preference

Managed Solution – Asia Focused Conservative

  • Modest global assets for diversification
  • Relatively conservative with up to 30% invested in equities
  • Position to investors who seek opportunities in Asia with low to medium risk level


Managed Solution – Asia Focused Income

  • The Fund may invests up to 50% in equities to capture the upside potential
  • Income generation focus with potential monthly payoutFootnote4
  • Position to investors who seek income and potential growth most from Asian assets, with medium to high risk level


Managed Solution – Asia Focused Growth

  • Relatively aggressive portfolio with up to 100% in equities
  • May hold up to 50% in fixed income for diversification and defensive purpose
  • Position to investors who are aggressive in seeking growth whist preferring to remain diversified with high risk level


4 Dividend is not guaranteed and may be paid out of capital which will result in capital erosion and reduction in net asset value. Any change to such dividend policy is subject to the SFC’s approval and prior investor notification. Composition of the latest dividends is available from HSBC Global Asset Management on request and also on its website.

To learn more about the Funds, Personal Internet Users can go to Fund Express to access the comprehensive fund information for systematic fund analysis.

Fund Express

Other customers can go to “Search UT Products” for fund information.

Search UT Products

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Manage your Unit Trust portfolio through multiple channels

  • HSBC Personal Internet Banking: Buy, sell and switching transactions, set up Monthly Investment Plans and unit trust investment performance monitoring all at the touch of a button
  • Phone banking: Sell transactions only at your convenience
  • Branch Network: Speak to one of HSBC's investment professionals, and let them help you to capture the latest investment opportunities according to your individual needs

More ways to invest

FundMax

A total wealth management solution to help you build and manage your financial health wisely via an unique unit trusts pricing model

Unit Trust Monthly Investment Plan (UTMIP)

Build your investment portfolio and realize your financial goals through UTMIP

Personal Internet Users can access to comprehensive fund information for systematic fund analysis via Fund Express to facilitate you to make investment decision.

Fund Express

An all-in-one tool with comprehensive fund information for systematic fund analysis.

Unit trusts (or mutual funds) give investors the opportunity to diversify even a small investment in securities, bonds, currencies and commodities in markets around the world. This is achieved by combining the resources of many investors into one large fund which can be spread over a number of different investments and over a wide geographical area. This range of investments is called a portfolio.

Unit trusts have a number of benefits:

  • Spreading the risk. You spread your investment across a diverse portfolio. This is usually safer than investing in a single share. Of course, levels of risk and return also vary among different funds.
  • Professional management. Fund managers spend their working lives researching and managing investments. It would be very difficult for an individual to have an in-depth knowledge of markets around the world. With a unit trust, their expertise is working for you.
  • Access to worldwide markets. Your money can be invested in overseas markets, which may not be easily accessible by individuals.
  • Economies of scale. With a large number of investors contributing to a single fund, operating costs and commissions can be amortised. Individual investors thus pay lower fees.
  • Liquidity. You can buy and sell unit trusts on any dealing day (except on public holidays in the countries to which your fund is linked). Your money need not be tied up for a specific period of time.

Some unit trust products are linked to the index options listed on the various stock exchanges or sometimes to currency options. They can be slightly riskier than more diverse funds.

You don't need to make a large lump sum investment. We can also offer you a monthly investment plan where no initial lump sum is required and the monthly contribution is as low as HKD1,000.

HSBC offers wide range of unit trusts under 3 major asset categories, namely Equity funds, Balanced or Multi-assets funds and Fixed Income funds. Individual funds investing in different regions, has different investment strategies and investment objectives to better serve our customer's wealth needs against his/her risk appetite.

In general, investors are exposed to following risks in investing in unit trusts and investors should refer to the individual product offering document for further details and risks involved.

  • Investment Risk - Unit Trusts are NOT equivalent to time deposits. They are investment products and some may involve derivatives. Investment involves risks. Past performance is no guide to future performance of the funds. Value of the investments can fluctuate and is not guaranteed
  • Credit risk - For funds investing in bonds, bonds are subject to the risk of the issuer defaulting on its obligations. It should also be noted that credit ratings assigned by credit rating agencies do not guarantee the creditworthiness of the issuer
  • Liquidity risk - There is a risk that investments made by a unit trust may become less liquid in response to unfavourable market developments or market sentiment
  • Currency risk - If the fund's assets and income are denominated in currencies other than the base currency of the fund, currency movement may affect the value of the fund's share price

You can place your subscription and redemption orders via HSBC Personal Internet Banking. If you already have an HSBC Investment Services/Securities account, you can simply log on and execute your orders with us. We also offer Unit Trusts Investment Services through our branches. To open an Investment Services/Securities account, simply visit www.hsbc.com.hk any time or visit any HSBC branch in Hong Kong.

Disclaimer Select to Expand Select to Collapse

The information is not and should not be construed as an offer to buy or sell any investment products, and should not be considered as investment advice. You should carefully consider whether any investment products are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances.


Investment involves risk. Investors should not only base on this material alone to make investment decisions. Please refer to the offering documents of the respective funds for details, including risk factors. The price of units or shares and the income from them may go down as well as up and any past performance figures shown are not indicative of future performance. The information contained on this website is intended for Hong Kong residents only and should not be construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction, in particular the United States of America. Please refer to the Unit Trust disclaimer for further important details.


Unit Trusts are investment products and some may involve derivatives. The investment decision is yours but you should not invest in the Unit Trusts unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives.


Unit Trusts are NOT equivalent to time deposits.


In the worst case scenario, the value of the unit trusts may be worth substantially less than the original amount you have invested.


The contents of this page have not been reviewed by the Securities and Futures Commission.


Issued by The Hongkong and Shanghai Banking Corporation Limited.