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Managed portfolios combine the experience of HSBC'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 meet the needs of the conservative to aggressive investor, each of the managed portfolios are available in USD.
To view prospectus and quarterly updates for World Selection funds click here.
| Quarterly Update | Description | Minimum Investment | Subsequent Transactions |
|---|---|---|---|
| World Selection - Cautious - USD (pdf, 158kb) | For investors seeking income with a secondary emphasis capital growth. Investors in this portfolio will have a low risk tolerance. | US $10,000 | US $5,000 |
| World Selection - Balanced - USD (pdf, 161kb) | For investors seeking relatively stable returns. Investors in this portfolio will have a moderate risk tolerance and/or a medium investment time horizon. | US $10,000 | US $5,000 |
| World Selection - Dynamic - USD (pdf, 159kb) | For investors seeking stronger capital growth with low secondary emphasis on income. Investors in this portfolio will have a high tolerance for risk and/or a long investment time horizon. | US $10,000 | US $5,000 |
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 your 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.
Issued by The Bank of Bermuda Limited which is licensed to conduct Banking and Investment Business by the Bermuda Monetary Authority.
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. 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.
