Top of main content

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

Our World Selection investment portfolios are professionally managed, giving you the peace of mind that your investments will be monitored by our team of qualified investment professionals to ensure they stay at the risk level you've chosen.

To benefit from our wealth and investment products, you'll need to open an HSBC Expat 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

  • Purchase more or withdraw your money whenever you like

  • Benefit from diversification across different geographies and asset classes, available in a range of currencies

  • Start with as little as GBP/USD/EUR 100 per month or a lump sum of GBP/USD/EUR 1,000

  • If you are receiving advice you need to have a minimum of £25,000 in one product or a combination of products

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 investment all via online banking with our International Investment Centre
  • HSBC’s World Selection Portfolios are offered online without investment advice via our International Investment Centre. This means we aren’t required to assess the suitability of this product for you if your 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

Click 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.

World Selection 1 breakdown - Equities: Equities 15.1%, Bonds: Global Government Bond 52.9%, Global High Yield Bond 9.4%, UK Corporate Bond 10.5%, Emerging Market Debt - Local Currency 5.0%, Emerging Market Debt - Hard Currency 3.8%, Alternatives: Property 2.4%, Cash: Cash 1.0%

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

Lower risk level portfolio

World Selection 1 is classified by HSBC as risk 3 '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.

Total costs:

GBP: Entry Fee 1%, Ongoing Fee 1.32%

USD: Entry Fee 1%, Ongoing Fee 1.28%

EUR: Entry Fee 1%, Ongoing Fee 1.27%

 

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’

World Selection 1 GBP performance

World Selection 1 USD performance

World Selection 1 EUR performance

 

KIID's and Portfolio Factsheets are provided for your information by HSBC Global Asset Management (UK) Limited, who are 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.

KIID's, Portfolio Factsheets, Prospectus and Annual Report are provided for your information by HSBC Global Asset Management (UK) Limited, who are responsible for their reliability and accuracy.

Eligibility

  • you must be an existing HSBC Expat customer and be registered for online banking
  • you must be over 18, want to make your own investment decisions and be looking to invest:
    • GBP/USD/EUR 100 per month with a minimum GBP/USD/EUR 100 invested in any one portfolio
    • or an initial lump sum of GBP/USD/EUR 1,000 in any one portfolio
  • you must be resident and/or national of an eligible country/region

How to apply

HSBC Expat customers

If you have an HSBC Expat account already, you can simply apply online in just a few minutes. You will need your secure key to log on to the platform. Once you've logged on, you can apply by selecting International Investment Centre from the Investments header.

Not yet registered for online banking? Register now.

Not sure which investments are for you? Speak to one of our Wealth Managers.

New to HSBC Expat

You can apply for HSBC World Selection Portfolios once you have opened an HSBC Expat Bank Account with us.

Questions you may have

Please note we may require additional supporting information regarding the source of your funds and wealth, in order to meet the due diligence requirements of our local regulator. We will contact you if this is required.

 

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 Expat will not assess the suitability of the transactions for you. If you are in any doubt about the suitability of an investment transaction, we recommend you seek financial advice.

 

The value of your investments (and any income you receive from them) can fall, meaning you may not get back the full amount you invested. This could also happen as a result of changes in the rate of currency exchange, particularly where overseas securities are held or where investments are converted from one currency to another.

 

Investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

 

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 on this website, including the fact sheets and Key Investor Information Documents in order to compare the risks and charges associated with your chosen funds.

 

Whilst banking and investing offshore may have potential tax benefits for you, tax rules differ from country to country. If you are unsure about your personal tax obligations, you should seek professional advice. It is your responsibility to disclose your income to the tax authorities.

 

For UK Resident Investors: The share classes of the HSBC Portfolios - World Selection (Luxembourg registered) that are available for distribution in Jersey do not have UK Reporting Fund status. UK taxation rules apply and you should always seek professional advice.

You might be interested in

 

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

 

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

 

Explore our guides to help you get more from your money, and improve your financial knowledge of savings, investments and forex options.

 

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

Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.