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. And it means you can access, manage and top … We make it simple to invest at your preferred level of risk, with a range of portfolios. You can invest through equity and bond funds, or other types of funds that invest in freely traded securities, money market instruments and other liquid assets. 85.71% of all the mutual funds are no load funds. Frontier market countries generally have smaller economies and even less developed capital markets or legal and political systems than traditional emerging market countries. Limited offer ends 31 March. After you’ve opened an account, you can use our research tools to find funds to match your financial goals. Mutual funds offer a convenient avenue for entering financial markets and can also become integral parts of a broader investment strategy. The payment of the distribution fee is made monthly and is calculated pro rata to the value of the Shares. accounts – including, for example, Form TD F 90–22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). 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. Deposits made on a Business Day after 10pm ET will be considered to be made on the next Business Day. They can be approached in three distinct ways: Total Charges = Initial Entry Charge + Ongoing Charge. Fixed income investments are subject to credit and interest-rate risk. All Rights Reserved. Interest-rate risk refers to fluctuations in the value of a fixed-income security resulting from changes in the general level of interest rates. • or an initial lump sum of GBP/USD/EUR 10,000. 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. Total maximum combined bonuses available of $1,100 if you meet all eligibility requirements for both Bonus Offers. 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. The fund manager's goal is always to maximise the return within the fund's designated level of risk. We are not paid a distribution fee in relation to the B share class. 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. Clients may wish to seek legal advice regarding compliance with the E.O. Privacy and Security | Terms & Conditions | HSBC Accessibility. View eligible countries/regions opens in overlay, Log on to apply for HSBC Global Investment funds, View our Expat Bank Account for Expat Bank Account, Follow HSBC Expat on Facebook This link will open in a new window, Follow HSBC Expat on Twitter This link will open in a new window, Follow HSBC Expat on YouTube This link will open in a new window, Our website doesn't support your browser so please upgrade, Find answers to your queries or contact us for further help, View our international offices in Jersey and Hong Kong, Get card services information and support, Media, investor and corporate information, enjoy the potential benefits of an offshore investment, buy, sell and switch your investments within Nominee funds, quickly and easily apply for additional investments within the Nominee range, call and email our Jersey based fund administration team to discuss your requirements. Read it carefully before you invest. 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. 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. 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. 6 Financial professional refers to Financial Consultants (FCs), Investment Counselors (ICs), and High Net Worth Relationship Managers (HNWRMs). 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. HSBC Securities (USA) Inc., member NYSE, FINRA, SIPC is a sub-distributor of the HSBC Funds. California license #: OD36843. Restrictions on the use of Techniques and Instruments 316 Appendix 3. We have detected your browser is out of date. 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 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. Mutual funds offer a convenient avenue for entering financial markets and can also become integral parts of a broader investment strategy. 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. How would a loss impact your finances in the short term? Cross-border disclosure. 1 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. When Your Deposits Are Available (Funds Availability7) • Cash deposit with teller or at ATM: Same calendar day the Bank receives the deposit. HSBC Group | © HSBC Bank plc 2017-2021. If you buy income units, any income the fund generates will be paid directly to you. We may hold some or all of the remaining amount. Shareholders of a mutual fund invest their money by purchasing shares of the fund. The net asset values of all mutual funds, including the Funds, change frequently and any past performance may not be repeated. Please note, this fund manager is making changes to some of its … General Investment Restrictions 311 Appendix 2. 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. HSBC Global Asset Management (UK) Limited serves as investment subadviser to the HSBC Frontier Markets Fund. In the long term? As a result, the risks of investing in emerging market countries are magnified in frontier market countries. You can invest in markets that may be of particular interest to you, like climate change, or regional and single country funds. Your investment funds will be held in the Nominee investment platform. Once you've logged on you'll need to select Global Investment funds from the Wealth Dashboard. The above information is provided solely for reference. The investment objective of the Portfolio is long-term growth of capital primarily through … 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). Explore our other exclusive asset allocation solutions. Research backgrounds of brokers and firms for free by visiting FINRA's BrokerCheck website. 2. We receive the payment of the annual management fee from the UK distributor, HSBC Global Asset Management (UK) Limited. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund. On April 1, 2019, the HSBC Global High Yield Bond Fund became the HSBC High Yield Fund. As well as HSBC funds, we offer funds from 20 other fund managers. 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. Careers, media, investor and corporate information. The Ongoing Charge is made up of the Annual Management Charge (AMC) and Other Expenses. 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. The investment policy is geared towards generating long term capital appreciation and income. Checks deposited before 10pm ET on a business day will have that day as the day of deposit. 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. Listening to what you have to say about services matters to us. The initial prohibitions under the E.O. Investments involve risks. 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. The prospectus, which contains this and other information, can be obtained by calling your HSBC Securities (USA) Inc. Financial Professional or call 866.586.4722 or for International clients call collect 847.876.1574. 1 Asset allocation is a method of diversification that positions assets among major investment categories. The oldest fund launched was in 1990. 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.