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Portfolio investment funds

HSBC World Selection portfolios make it simple to invest at your preferred risk level

A range of ready-made portfolios with different levels of risk

HSBC World Selection investment portfolios are professionally managed, giving you peace of mind. Our team of experts will monitor your investments to make sure they stay at the risk level you've chosen.

To benefit from our wealth and investment products, you'll need to open an HSBC Channel Islands & Isle of Man Bank Account.

Why invest in HSBC World Selection Portfolios

  • Choose from 5 portfolios

  • Easily invest and manage your investments 24/7 with our International Investment Centre

  • Buy more or sell your investment whenever you like

  • Benefit from diversification across different geographies and asset classes

  • Start investing without advice through our International Investment Centre with as little as £50 per month or a lump sum of £500

  • If you're receiving advice, you can start investing with a minimum of £250 per month or £25,000 lump sum

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. Investing should be seen as a medium to long-term commitment, for example at least 5 years.

How it works

Once you've made your investment you can buy, sell and manage your investments all through online banking.

We offer our World Selection portfolios without investment advice via our International Investment Centre. This means we aren't required to assess the suitability of this product for you if you choose to invest online.

If you're not sure about investing or how much risk is appropriate for you, you can invest in HSBC World Selection Portfolios through our advised service. Find out more about our financial planning services.

Choose the portfolio that's right for you

Read through the descriptions below to help you decide which of the HSBC World Selection portfolios might be right for you.

World Selection 1 aims to provide capital growth through investment in a broad range of investment types across global markets, and aligns to a low-risk investment strategy.

The portfolio will mostly invest in or gain exposure to fixed income securities, company shares and alternatives including real estate, private equity and commodities. Typically, the fund will have a significant bias towards investments with fixed interest strategies, with a maximum of 25% investment in or exposure to company shares.

Portfolio asset allocation strategic breakdown

Portfolio Asset Allocation %
Equity 18.19%
Bonds 71.27%
Alternatives 7.25%
Cash 3.28%

Portfolio asset allocation strategic breakdown

Portfolio Asset Allocation Equity
% 18.19%
Portfolio Asset Allocation Bonds
% 71.27%
Portfolio Asset Allocation Alternatives
% 7.25%
Portfolio Asset Allocation Cash
% 3.28%

This is a strategic breakdown only, meaning the percentages shown may vary slightly. For the current breakdown please see the corresponding factsheet below.

World Selection 1 GBP Class B performance

Lower risk level portfolio

World Selection 1 is classified by HSBC as risk 1 'Lower risk'.

World Selection 1 is managed by HSBC Global Asset Management (UK) Limited and targets a lower level of investment risk by investing in funds whose values are likely to fluctuate by less than that of a higher risk fund. These funds may produce a greater return than cash-based investments with the aim of keeping pace with inflation. Lower risk funds can fall in value to below the amount you invested.

Costs:

You may pay an initial charge to access the portfolio on the nominee platform, and an ongoing charge for the management of the portfolio. There are no further charges on transactions. All portfolios are commission-based share classes. For more information see 'How much does it cost'.

Key Investor Information (KIIDs) and Portfolio Factsheets are provided for your information by HSBC Global Asset Management (UK) Limited, which is responsible for their reliability and accuracy.

Additional information

How much does it cost?

Total charges = initial entry charge + ongoing charge

Key documents and performance information

View our available funds and access the latest fund performance, KIIDs and factsheets.

KIIDs, Portfolio Factsheets, Prospectus and Annual Report are provided for your information by HSBC Global Asset Management (UK) Limited, which is responsible for their reliability and accuracy.

Eligibility

You must:

  • be at least 18 years old
  • live in Jersey, Guernsey or the Isle of Man
  • not be a US national, citizen or resident (eg a US passport or Green Card holder)
  • have an HSBC Channel Islands & Isle of Man bank account or savings account (this doesn't include the Fixed Rate Saver and the Online Bonus Saver)
  • have a joint bank account in the same names - if you're looking to hold joint investments
  • keep the bank account throughout your investment. If the bank account is closed during this period, you won't be able to trade with the investments you hold
  • invest a minimum of £50 per month or a lump sum of £500, for investments without advice through our International Investment Centre
  • invest £250 per month or £25,000 lump sum, for investments with advice

How to apply

Existing HSBC customers

If you have an HSBC Channel Islands & Isle of Man account already, you can simply apply online in just a few minutes. Once you've logged on, you can apply by selecting International Investment Centre from the My Investments header.

Not yet registered for online banking? Register now.

Not sure which investments are for you? Speak to one of our wealth managers

Not yet banking with HSBC on your island?

You can apply for HSBC World Selection Portfolios once you've opened a bank account and registered for online banking with us.

Questions you may have

Please note we may need more supporting information regarding the source of your funds and wealth to meet the due diligence requirements of our local regulator. We'll contact you if this is needed.

This is a non-advised investment service for investors who want to make their own investment decisions. The content on this webpage does not, and is not intended to constitute advice. Therefore if you trade through this service HSBC Channel Islands & Isle of Man will not assess the suitability of the transactions for you. If you're in any doubt about the suitability of an investment transaction, we recommend you seek financial advice.

Past performance is no guarantee of future performance. It is important that you understand the risks and charges associated with any investment. Before investing, please check the specific product literature, including the fact sheets and key investor information documents to compare the risks and charges associated with your chosen funds.

By making investments yourself through our self-execution service, you will not benefit from the additional investor protections and assurances that form part of the benefit of obtaining professional investment advice through our advisory services.

If you are unsure about your personal tax obligation, you should seek independent tax advice. Neither we, nor any member of the HSBC Group provide tax advice.

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  Get financial advice tailored to your needs from our wealth managers.
 

Explore a whole range of funds with our International Investment Centre.

 

Use our wealth calculators to help you set and achieve your financial goals.

 
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