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HSBC Portfolios - World Selection

HSBC Portfolios - World Selection

Benefits and features

World Selection offers you the following benefits:

  • a highly diversified portfolio that aims to deliver the best possible return for your appetite for risk.
  • the combined knowledge of a global network of local investment experts.
  • the confidence that your chosen portfolio is working hard for you thanks to daily monitoring.
  • a range of investment types and geographic locations which would not normally be available to personal investors.

World Selection - Know More

HSBC Portfolios - World Selection

HSBC Portfolios - World Selection is an array of five multi-manager portfolios designed to help investors spread out risks, while optimising returns. While most other multi-manager funds employ traditional asset classes like equities, bonds and cash, HSBC Portfolios - World Selection incorporates a much broader mix of asset classes including equities, bonds, commodities, properties, hedge funds and private equities.

The five World Selection portfolios have varying allocations to suit cautious, balanced and adventurous risk profiles to
help investors:

  • Capture multiple sources of return with broad exposure to an array of investment types and geographies, some of which are not readily accessible to most individual, retail investors.
  • Manage downside risk through a highly diversified and multi-asset strategy that can help reduce portfolio volatility.
  • Access best-of-breed investment managers in each asset class through a multi-manager approach that combines the knowledge of local investment experts across HSBC's global network.

HSBC Portfolios - World Selection as a core investment

Having a well-diversified core investment portfolio can add stability and lower overall risk. For cautious investors, core investments can potentially help to improve returns without adding on too much risk. While for balanced and adventurous investors, they may help to reduce risk without sacrificing a significant amount of return.

Here are two examples* to illustrate this:

Important risk warning
The HSBC Portfolios comprise five different World Selection sub-funds (“sub-funds”), each with a diversified range of investments, investment objectives and risk profiles. Each sub-fund will invest predominantly in other collective investment schemes, but may also invest directly in derivative contracts and other securities. The majority of a sub-fund’s exposure will be to equity and fixed income markets, but it may also gain exposure to other asset classes such as real estate, hedge fund strategies, commodities, private equity and absolute return strategies.
The sub-funds may invest more extensively in derivative instruments such as futures, forwards, options and swaps (such as credit default swaps and total return swaps) and other financial derivative instruments which may involve embedded leverage.
Investing in any one of the above instruments may involve substantial market, credit/counterparty, currency, volatility, liquidity, regulatory and political risks. If the issuers default, or such securities or their underlying assets cannot be realised, or perform badly, investors may suffer substantial or, in certain cases, total loss of their investments.
The sub-funds may gain exposure to hedge fund and absolute return strategies (which may be extremely volatile) and the private equity and real estate sectors (which may be less liquid). Because of their special and higher risks, substantial or, in certain cases, total loss may result with respect to investments in those asset classes.
These sub-funds are investment products. The investment decision is yours but you should not invest in the sub-funds 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. Investors should not invest in the sub-funds solely based on the information provided in this document and should read the offering document of the sub-funds for details.

A selection of funds to suit different risk profiles


HSBC Portfolios - World Selection 1
  Objective
• To provide capital growth through investment in a broad range of asset classes across global markets, consistent with a low risk investment strategy.

  Suitable investors
• Cautious investors whom seek investment products with stable returns and potential growth that can beat inflation and outperform deposit in a 3-year horizon.
 
Find out more
HSBC World Selection Portfolio 1 - Fund Factsheet
 
TYPE OF INVESTMENT Information as at end June 2009
A. US Equity 5.0% H. Emerging Market Debt 4.6%
B. European Equity 3.7% I. Property 1.7%
C. Japan Equity 1.3% J. Hedge Funds 1.6%
D. Asia Pacific ex Japan Equity 1.2% K. Commodities 3.2%
E. Emerging Market Equity 0.4% L. Private Equity 1.1%
F. Global Bonds 64.3% M. Absolute Return Funds 2.2%
G. Global High Yield 5.8% N. Cash 4.0%
HSBC Portfolios - World Selection 2
  Objective
• To provide capital growth through investment in a broad range of asset classes across global markets, consistent with a low to medium risk investment strategy.

  Suitable investors
• Cautious investors whom seek investment products with stable returns and potential growth that can beat inflation and outperform deposit in a 3-year horizon.
 
Find out more
HSBC World Selection Portfolio 2 - Fund Factsheet
 
TYPE OF INVESTMENT Information as at end June 2009
A. US Equity 8.8% H. Emerging Market Debt 5.7%
B. European Equity 6.6% I. Property 3.4%
C. Japan Equity 2.3% J. Hedge Funds 2.2%
D. Asia Pacific ex Japan Equity 1.7% K. Commodities 3.9%
E. Emerging Market Equity 6.3% L. Private Equity 2.2%
F. Global Bonds 46.5% M. Absolute Return Funds 2.0%
G. Global High Yield 5.7% N. Cash 2.8%
HSBC Portfolios - World Selection 3
  Objective
• To provide capital growth through investment in a broad range of asset classes across global markets, consistent with a medium risk investment strategy.

  Suitable investors
• Balanced investors who seek capital growth via investing in a balanced weight on equities and fixed income.
 
Find out more
HSBC World Selection Portfolio 3 - Fund Factsheet
 
TYPE OF INVESTMENT Information as at end June 2009
A. US Equity 15.1% H. Emerging Market Debt 6.4%
B. European Equity 11.3% I. Property 3.9%
C. Japan Equity 4.0% J. Hedge Funds 1.9%
D. Asia Pacific ex Japan Equity 2.9% K. Commodities 4.5%
E. Emerging Market Equity 9.9% L. Private Equity 3.3%
F. Global Bonds 26.3% M. Absolute Return Funds 2.4%
G. Global High Yield 6.2% N. Cash 1.9%
HSBC Portfolios - World Selection 4
  Objective
• To provide capital growth through investment in a broad range of asset classes across global markets, consistent with a medium to high risk investment strategy.

  Suitable investors
• Adventurous investors whom are willing to snap up opportunities and tolerate a higher level of risk in search of higher potential return.
 
Find out more
HSBC World Selection Portfolio 4 - Fund Factsheet
 
TYPE OF INVESTMENT Information as at end June 2009
A. US Equity 19.6% H. Emerging Market Debt 4.5%
B. European Equity 14.6% I. Property 4.2%
C. Japan Equity 5.1% J. Hedge Funds 1.0%
D. Asia Pacific ex Japan Equity 3.8% K. Commodities 4.4%
E. Emerging Market Equity 15.2% L. Private Equity 3.8%
F. Global Bonds 15.9% M. Absolute Return Funds 3.0%
G. Global High Yield 4.5% N. Cash 0.4%
HSBC Portfolios - World Selection 5
  Objective
• To provide capital growth through investment in a broad range of asset classes across global markets, consistent with a high risk investment strategy.

  Suitable investors
• Speculative investors whom would like to maintain higher equities exposure to maximize potential returns. Yet, after the financial crisis, they are cautious of risk and would like to lower the portfolio risk via diversified investment.
 
Find out more
HSBC World Selection Portfolio 5 - Fund Factsheet
 
TYPE OF INVESTMENT Information as at end June 2009
A. US Equity 27.0% H. Emerging Market Debt 0.3%
B. European Equity 20.0% I. Property 4.2%
C. Japan Equity 7.0% J. Hedge Funds 1.0%
D. Asia Pacific ex Japan Equity 5.0% K. Commodities 2.0%
E. Emerging Market Equity 26.1% L. Private Equity 3.8%
F. Global Bonds 0% M. Absolute Return Funds 3.0%
G. Global High Yield 0.3% N. Cash 0.3%

 

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Call 800 1234 NOW.
Email us on mgrwealth@hsbc.co.mu

 

"The Hongkong and Shanghai Banking Corporation Limited Mauritius is licensed to distribute financial products by the Financial Services Commission of Mauritius. This product falls outside the regulatory and supervisory purview of the Bank of Mauritius.
HSBC Mauritius markets and distributes investment products issued by HSBC Group, and will not be responsible for the repayment of capital or settlement of any liabilities under the products. The public is encouraged to seek professional advice prior to investing in the products proposed."

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