Overview
Managed portfolios combine the experience of Bank of Bermuda's investment professionals with access to leading investment advisors from around the globe, and provide a professionally managed portfolio of primarily HSBC Funds tailored to suit individual investment needs.
Defined by investment styles suitable for conservative to aggressive investors, each of the managed portfolios is available in USD and offers tactical asset allocation and strategic rebalancing.
| Prospectus | Description | Minimum investment | Subsequent transactions | Next steps |
|---|---|---|---|---|
| Income & Growth - USD (pdf, 53kb) | For investors seeking modest capital appreciation where higher income is generated and reinvested. Investors in this portfolio will have moderate time horizon or a low tolerance for risk. | USD $200,000 | USD $10,000 |
|
| Balanced - USD (pdf, 53kb) | For investors seeking relatively stable returns and a lower level of income is generated. Investors in this portfolio will have a higher risk tolerance and/or a longer time horizon than the Income & Growth. | USD $200,000 | USD $10,000 |
|
| Capital Growth - USD (pdf, 53kb) | For investors seeking stronger capital growth with low emphasis on reinvesting income. Investors in this portfolio will have a relatively high tolerance for risk and a longer time horizon. | USD $200,000 | USD $10,000 |
|
| Strategic Equity - USD (pdf, 53kb) | For equity investors seeking aggressive capital growth. Investors in this portfolio will have a high tolerance for risk and a long-term investment horizon. | USD $200,000 | USD $10,000 |
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An active management portfolio strategy that rebalances the percentage of assets held in various categories in order to take advantage of market pricing anomalies or strong market sectors. This strategy allows portfolio managers to create extra value by taking advantage of certain situations in the marketplace. It is a moderately active strategy since managers return to the portfolio's original strategic asset mix when desired short-term profits are achieved.
The process of realigning the weightings of one's portfolio of assets. For example, if your portfolio's proportion of stock has grown too large for your intended assets weightings and risk tolerance, you might rebalance by selling some stock and putting it into cash or bonds.
These products and services are offered only in jurisdictions where and when they may be lawfully offered by HSBC Global Asset Management (Bermuda) Limited and the material on these pages is not intended for use by persons located in or resident in jurisdictions which restrict the distribution of this material by us. Persons accessing these pages are required to inform themselves about and observe any relevant restrictions.
These pages should not be regarded as an offer or solicitations to sell investments or make deposits in any jurisdiction to any person to whom it is unlawful to make such an invitation or solicitation in such jurisdictions.
This information is not intended to provide professional advice and should not be relied upon in that regard. Persons accessing these pages are advised to obtain appropriate professional advice where necessary.
The Bank of Bermuda Limited and HSBC Global Asset Management (Bermuda) Limited are licensed to conduct investment business by the Bermuda Monetary Authority.
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