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.
Next Steps:
- Calculate your investment savings
- Complete an application (pdf, 61kb)
- Return form to the Investment Centre
Need help?
- Call us on 299-5900
- Email the Investment Centre
| Prospectus | Description | Minimum Investment | Subsequent Transactions | Quarterly Update |
|---|---|---|---|---|
| Income & Growth - USD (pdf, 435kb) | 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. | US $10,000 | US $5,000 | Quarterly Update (pdf, 30kb) |
| Balanced - USD (pdf, 435kb) | 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 | US $10,000 | US $5,000 | Quarterly Update (pdf, 30kb) |
| Capital Growth - USD (pdf, 435kb) | 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. | US $10,000 | US $5,000 | Quarterly Update (pdf, 30kb) |
| Strategic Equity - USD (pdf, 435kb) | For equity investors seeking aggressive capital growth. Investors in this portfolio will have a high tolerance for risk and a long-term investment horizon. | US $10,000 | US $5,000 | Quarterly Update (pdf, 29kb) |
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.
HSBC Global Asset Management (Bermuda) Limited of 6 Front Street, Hamilton, Bermuda, is a wholly owned subsidiary of The Bank of Bermuda Limited, which is a member of the HSBC Group of companies. Both HSBC Global Asset Management (Bermuda) Limited and The Bank of Bermuda Limited are licensed to conduct investment business by the Bermuda Monetary Authority.
Funds managed by HSBC Global Asset Management (Bermuda) Limited are offered by Prospectus only in those jurisdictions where they are permitted by law. Persons are required to inform themselves and observe any relevant restrictions. HSBC Global Asset Management (Bermuda) Limited makes no representation as to the suitability of the funds for investors.
Investors should be aware that performance returns are affected by market fluctuations. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future performance. Investors should note that the use of derivatives and investments involving a currency other than their own will create foreign exchange exposure, which involves special risks. It is the aim of the Company to preserve capital and, where applicable, to maintain a stable net asset value per share; these aims are not guaranteed. Additionally, investors should consider their investment objectives, whether or not they can assume these risks and should undertake their own appropriate professional advice.
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