Mutual funds, money market funds, and Exchange Traded Funds are sold by prospectus. Each of these fund management companies is thoroughly screened and regularly reviewed by the HSBC Global Funds Approvals & Research team7 - a global team of dedicated mutual fund research analysts. Privacy and Security | Terms & Conditions | HSBC Accessibility. Please consider this information for educational purposes only. On April 1, 2019, the HSBC Global High Yield Bond Fund became the HSBC High Yield Fund. When Your Deposits Are Available (Funds Availability7) • Cash deposit with teller or at ATM: Same calendar day the Bank receives the deposit. It includes all cleared and pending transactions (e.g., holds for debit card transactions that you have authorized that have not been presented to HSBC for payment). 3 Target date funds invest in other funds, so performance can vary significantly based on the investment restrictions of the target date fund. Apply for your account today Apply online The other expenses include such things as fund administration services, accounting and legal fees, and custodian and settlement charges for the investments the HSBC Global Investment Fund holds. Important notes. To schedule your review, or to receive information on funds offered through HSBC Securities: Call 866.586.4722 or International clients call collect 847.876.1574, Call 866.586.4722 or for International clients call collect 847.876.1574. The percentage does not include the guarantee charge of 0.75% per annum of the NAV. Use our wealth calculators to help you set and achieve your financial goals. The charging structure is the same for lump sum and monthly investments. Please schedule a review with a financial professional to receive recommendations on strategies that may be suitable for you or in your best interest based on various personalized factors. We have a team of dedicated emerging markets specialists, and a global team of investment experts who are focused on helping you achieve the best possible results. The average expense ratio from all mutual funds is 0.38%. Fixed income investments are subject to credit and interest-rate risk. Our comprehensive global emerging markets offering is backed by our emerging markets and Asian equity research teams; and managed by lead managers with local knowledge and regular access to the companies they invest in. We're here to help you. HSBC Global Asset Management (UK) Limited serves as investment subadviser to the HSBC Frontier Markets Fund. The above information is provided solely for reference. or for International clients call collect, HSBC Securities Form ADV* Download form Download link, Facebook This link will open in a new window, Twitter This link will open in a new window, Youtube This link will open in a new window, HSBC Cash Rewards Mastercard® credit card Student Account, Information for Real Estate Professionals, Research backgrounds of brokers and firms for free by visiting FINRA's BrokerCheck™ website. Gross annual management fee rates range from 0.50% to 1.75% per annum as specified in the prospectus of the relevant Fund. Credit risk refers to the ability of an issuer to make timely payments of interest and principal. Bear in mind the value of these investments, and any income they generate, can fall … The money that they pay for the shares is pooled together and invested in a portfolio of securities, such as stocks, bonds, or money market instruments. Careers, media, investor and corporate information. A target date fund may have losses and does not guarantee that sufficient assets will be available for retirement or any specific return. Shareholders of a mutual fund invest their money by purchasing shares of the fund. $15 Per incoming transfer. Funds Availability section for more information) and subtract holds from your ledger balance to determine your available balance. Explore our other exclusive asset allocation solutions. If you’re not sure about investing or how much risk is appropriate for you, please seek financial advice. The sub-fund aims to provide long term total return by investing in a portfolio of Asian high yield bonds. We always recommend that any investments held should be viewed as a medium to long-term investment, at least five years. Clients may wish to seek legal advice regarding compliance with the E.O. Additional Restrictions 319 Appendix 4. Limited offer ends 31 March. United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non–U.S. HSI is an affiliate of HSBC Bank USA, N.A. • or an initial lump sum of GBP/USD/EUR 10,000. Funds (Wire) Transfer-In. 4 Please note that only Transfer-in/ out across same name accounts will be allowed. $0 This is a limited service product. Products and services may vary by state and are not available in all states. Find out more about the current price (for indicative purposes). • Funds transfers between HSBC Bank USA, N.A. We receive the payment of the annual management fee from the UK distributor, HSBC Global Asset Management (UK) Limited. Please refer to these documents for the latest ongoing charges information before you invest. You can apply for HSBC Global Investment Funds once you have opened an HSBC Expat Bank Account with us. It's easy to share your ideas, stay informed and join the conversation. Cashier's Check - DFT (Commission USD) 2. Cross-border disclosure. You can invest in markets that may be of particular interest to you, like climate change, or regional and single country funds. All offer bank products through HSBC Bank (USA) N.A., investments and certain insurance products, including annuities, are offered through HSBC Securities (USA) Inc. and traditional insurance products are offered through HSBC Insurance Agency (USA) Inc. 7 HSBC Global Funds Approvals & Research team is a research and asset management capability utilized by certain HSBC companies in various regions around the world. The net asset values of all mutual funds, including the Funds, change frequently and any past performance may not be repeated. What are the different types of unit trust funds available through HSBC Bank Malaysia Berhad ("HSBC")? Please note, this fund manager is making changes to some of its … For more information, please see our Supported Browsers page. Frontier market countries generally have smaller economies and even less developed capital markets or legal and political systems than traditional emerging market countries. The … 2 Dollar Cost Averaging is a plan of investing which allows you to take advantage of market fluctuations, but it does not assure a profit or protect against a loss in declining markets. All rights reserved. How comfortable would you feel if your investments fell in value? HSBC clients that are US Persons must not use HSBC products or services in undertaking a prohibited purchase or engaging in prohibited related activities. 6 Financial professional refers to Financial Consultants (FCs), Investment Counselors (ICs), and High Net Worth Relationship Managers (HNWRMs). Once you’ve made your investment, you’ll have full access to the platform. Research backgrounds of brokers and firms for free by visiting FINRA's BrokerCheck website. The risks of investing in emerging-market countries are greater than the risks generally associated with foreign investments. Terms and conditions apply. This gives you access to around 400 other funds picked from a range of leading fund managers, as well as the HSBC Global Strategy Portfolios. California license #: OD36843. Mutual funds are professionally managed and operated by money managers, who maintain the portfolio in accordance with the fund's investments objectives as stated in the prospectus. Your investment funds will be held in the Nominee investment platform. Whole life, universal life, term life, and other types of insurance are provided by unaffiliated third parties and offered through HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, National Association. Investors and potential investors must not solely rely on the content in this website to make investment decisions and should read carefully and understand the offering documents (including the prospectus and full text of the risk factors stated therein), available at HSBC branches and at the fundhouses' webpages, before investing. This tool may be used in an effort to manage risk and enhance returns. We offer different types of unit trust Funds. View our available funds and access the latest fund performance, KIIDs and factsheets. Use our Global Investment Centre to search over 550 funds from HSBC and other leading fund managers. To fully understand your personal investment objectives and help determine which funds may be suited for your needs or in your best interest, an HSBC Securities Financial Professional will take the time to conduct a thorough financial review. Affiliates of HSBC Global Asset Management (USA) Inc. receive fees for providing various services to the funds. As a long-term objective, the Sub-Fund’s fund management seeks a risk profile of the net asset value per share of the Sub-Fund that experience has shown should be comparable with the risk profile of a portfolio consisting of Equities, High Yields and Convertibles. On 12 November 2020, President Trump issued Executive Order 13959 – Addressing the Threat From Securities Investments That Finance Communist Chinese Military Companies (the "E.O. Total maximum combined bonuses available of $1,100 if you meet all eligibility requirements for both Bonus Offers. Mutual funds are a type of pooled investment vehicle. Please consider the investment objectives, risks, charges and expenses carefully before investing. In the long term? Cashier’s Checks are not available for this product. 3 Switching is only allowed between two funds of the same fund house. HSBC Securities (Canada) Inc. is a member of the Canadian Investor Protection Fund. When choosing an investment, you should consider the level of risk you’re willing to take and your capacity for loss. You can apply online for HSBC Global Investment Funds. Popular investment disciplines which can involve mutual funds include: Explore our other exclusive asset allocation solutions. This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another. To invest in any of our funds, you’ll need to set up a Nominee account – this is part of the application process. Once you've logged on you'll need to select Global Investment funds from the Wealth Dashboard. The payment of the distribution fee is made monthly and is calculated pro rata to the value of the Shares. Funds (Wire) Transfer-Out - Domestic and International $0 Per outgoing transfer. HSBC Global Investment funds aim to provide extensive access to fast developing emerging markets. We also undertake the role of the Jersey sub-distributor of the Funds for which we are paid a distribution fee of 50% of the annual management fee. 5. As a result, the risks of investing in emerging market countries are magnified in frontier market countries. With respect to any Targeted Securities listed or issued in the United States, HSBC will continue to hold these securities in custody but may not process settlement of buy trades for a US Person. HSBC Global Asset Management (USA) Inc. is an investment adviser registered with the US Securities and Exchange Commission. Deposits made on a Business Day after 10pm ET will be considered to be made on the next Business Day. HSBC Securities (USA) Inc., member NYSE, FINRA, SIPC is a sub-distributor of the HSBC Funds. However, it does not guarantee a profit or protect against a loss. 1 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. take effect from 11 January 2021. Deposits made after 10pm ET will be considered to be made on the next business day. On new investments, if you haven't invested in the last 12 months. When you deposit a cheque, draft, money order or other monetary instrument (“Cheque”) to your personal account, either at a branch, through the automated teller machine (ATM) or other method, up to the first $100 is available immediately. Read it carefully before you invest. Foreside Distribution Services, L.P., member FINRA, is the distributor of the HSBC Funds and is not affiliated with the Advisor. Please visit any HSBC branch should you wish to … How would a loss impact your finances in the short term? Additional account options (spousal RRSP, RRIF and non-personal accounts) and investment products (HSBC World Selection® Portfolio service and HSBC Mutual Funds) are available in Branch only through these Offers. Foreign securities can be subject to greater risks than U.S. investments, including currency fluctuations, less liquid trading markets, greater price volatility, political and economic instability, less publicly available information, and changes in tax or currency laws or monetary policy. Find the answers and while you're at it, tell us how we could do better. "). When you combine these with the AMC, you have the Ongoing Charge, which is the combined annual operating expense of the fund. The other expenses include such things as fund administration services, accounting and legal fees, and custodian and settlement charges for the investments the HSBC Global Investment Fund holds. Our fund managers work within strict control parameters, so they develop investment strategies focused on risk management. The Ongoing Charge is made up of the Annual Management Charge (AMC) and Other Expenses. As well as multi-asset funds, you’ll find index trackers and single-asset funds. You can make withdrawals from your investment at any time. over 18, want to make your own investment decisions and be looking to invest: You must be resident and/or national of an eligible country/region. They can be approached in three distinct ways: Total Charges = Initial Entry Charge + Ongoing Charge. After you’ve opened an account, you can use our research tools to find funds to match your financial goals. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Mutual funds offer a convenient avenue for entering financial markets and can also become integral parts of a broader investment strategy. HSBC Global Investment funds are suited to investors who like to make their own investment decisions, or want to invest in a particular market. Each fund has a designated risk category. Our global presence and experience in emerging markets gives our fund managers valuable local knowledge. We are not paid a distribution fee in relation to the B share class. The MPF Conservative Fund under the HSBC Mandatory Provident Fund – SuperTrust Plus uses method (i) and, therefore, its unit prices, NAV and fund performance quoted have reflected the impact of fees and charges. HSBC Global Asset Management (USA) Inc. serves as the investment adviser to the HSBC Funds. FCs, ICs, and HNWRMs focus on a full suite of High Net Worth, Jade, Premier and Advance products and services. The Ongoing Charge is payable to the fund manager of the HSBC Global Investment Funds (HSBC Global Asset Management (UK) Limited). We may hold some or all of the remaining amount. Most of the funds on our shortlist are available in 2 versions: income and accumulation. Funds available from HSBC Global Asset Management (UK) Ltd. To assess the value for money that these funds offer, please read the HSBC Global Asset Management assessment of value report. 85.71% of all the mutual funds are no load funds. HSBC World Selection funds are available in sterling, US dollars or euro Minimum investment of GBP/USD/EUR 10,000 or GBP/USD/EUR 250/month Withdraw or top up whenever you like Choose between five portfolios, each with different levels of risk exposure Investments, Annuity and Insurance Products: All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor. The investment objective of the Portfolio is long-term growth of capital primarily through … defines US Persons as any United States citizen, permanent resident alien, entity organized under the laws of the United States or any jurisdiction within the United States (including non-US branches of such entities), or any person in the United States. The investment policy is geared towards generating long term capital appreciation and income. The average manager tenure for all managers at HSBC is 15.59 years. Economies in emerging markets generally are heavily dependent upon international trade and, accordingly, have been and may continue to be affected adversely by trade barriers, exchange controls, managed adjustments in relative currency values and other protectionist measures imposed or negotiated by the countries with which they trade. The oldest fund launched was in 1990. accounts in the same name The initial prohibitions under the E.O. With respect to custody services, at this time HSBC expects to be able to continue delivering all custody related services in relation to the Targeted Securities held outside of the United States. To benefit from our wealth and investment products, you’ll need to open an HSBC Expat Bank Account. Mutual funds offer a convenient avenue for entering financial markets and can also become integral parts of a broader investment strategy. HSBC (HSBA.L) has announced a new £15bn ($21.1bn) fund to help small businesses in the UK recover and rebound from the COVID-19 pandemic. License #: OE67746. HSBC Global Investment Funds (GIF) are open-ended Luxembourg-domiciled SICAV (Societe d'Investissement a Capital Variable) products managed by HSBC Global Asset Management that are available to non-US resident investors. Funds deposited may not be immediately available for withdrawal and will be made available based on the Funds Availability section of the Rules for Consumer Deposit Accounts. The fund manager's goal is always to maximise the return within the fund's designated level of risk. HSBC Global Asset Management (Hong Kong) Limited serves as subadviser to the HSBC RMB Fixed Income Fund. If you buy income units, any income the fund generates will be paid directly to you. Your available balance is the amount of funds you have available in your checking account to spend without overdrawing your account. Equity fund: This type of fund generally invests in equities or securities of listed companies and is suitable for investors … Our website doesn't support your browser so please upgrade. HSBC Global Investment funds are offered in euros, US dollars and British pound sterling. The E.O. The HSBC Emerging Markets Debt Fund and the HSBC Frontier Markets Fund all provide access to some of the world's fastest growing markets through the lens of HSBC's deep global knowledge and experience. We make it simple to invest at your preferred level of risk, with a range of portfolios. To keep within this risk category, the fund manager continuously tracks the performance of individual assets, using his or her understanding of the market to adjust the holdings in the fund. In the U.S. the company offering these capabilities is HSBC Global Asset Management (USA) Inc. © HSBC Securities (USA) Inc. 2021. Interest-rate risk refers to fluctuations in the value of a fixed-income security resulting from changes in the general level of interest rates. All Rights Reserved. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution. When you combine these with the AMC, you have the Ongoing Charge, which is the combined annual operating expense of the fund. To fully understand your personal investment objectives and help determine which funds may be suited for your needs or in your best interest, an HSBC Securities Financial Professional will take the time to conduct a thorough financial review. Funds with a wide range of asset classes, investment styles and geographical regions. In a rising interest-rate environment, bond prices fall. And it means you can access, manage and top … If making a withdrawal, you must retain the investment minimum of GBP/USD/EUR 10,000 within your Freedom Plus account and; If you hold more than one portfolio or fund in your account, you must retain the investment minimum of GBP/USD/EUR 2,000 within each portfolio or HSBC Global Investment fund.
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