Portfolio Investment Funds

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.

Check eligibility and apply

Join HSBC Expat Link to bank account page

Why invest in HSBC World Selection Portfolios

Choose from 5 portfolios
Easy to invest
Start with as little as GBP/USD/EUR 250 per month or a lump sum of GBP/USD/EUR 10,000
Top up or withdraw your money whenever you like
Manage your investments via online banking
Benefit from diversification across different geographies and asset classes, available in a range of currencies

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

Your investment funds are held in our Freedom Plus service, which makes it quicker and easier to manage your investments over time.
Once you’ve made your investment you can buy, sell, switch and manage your investment all via online banking.
HSBC’s World Selection Portfolios are offered without investment advice online. 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, please seek financial advice. 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.

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 Freedom Plus 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 Portfolio KIID

World Selection 1 GBP Portfolio Factsheet

World Selection 1 USD Portfolio KIID

World Selection 1 USD Portfolio Factsheet

World Selection 1 EUR Portfolio KIID

World Selection 1 EUR Portfolio Factsheet

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.

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.

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 Freedom Plus 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 Portfolio KIID

World Selection 1 GBP Portfolio Factsheet

World Selection 1 USD Portfolio KIID

World Selection 1 USD Portfolio Factsheet

World Selection 1 EUR Portfolio KIID

World Selection 1 EUR Portfolio Factsheet

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.

World Selection 2 aims to provide capital growth through investment in a broad range of investment types across global markets, and aligns to a low to medium 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 bias towards investments with fixed interest strategies, but may have up to 50% investment in or exposure to company shares and up to 25% exposure in alternatives.

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

Low to Medium risk level portfolio

World Selection 2 is classified by HSBC as risk 4 'Low to Medium Risk'.

World Selection 2 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. Low to medium risk funds can fall in value to below the amount you invested.

Total costs:

GBP: Entry Fee 1%, Ongoing Fee 1.27%

USD: Entry Fee 1%, Ongoing Fee 1.23%

EUR: Entry Fee 1%, Ongoing Fee 1.27%

You may pay an initial charge to access the portfolio on the Freedom Plus 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 2 GBP Portfolio KIID

World Selection 2 GBP Portfolio Factsheet

World Selection 2 USD Portfolio KIID

World Selection 2 USD Portfolio Factsheet

World Selection 2 EUR Portfolio KIID

World Selection 2 EUR Portfolio Factsheet

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.

World Selection 3 aims to provide capital growth through investment in a broad range of investment types across global markets, and aligns to a medium 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. The portfolio will hold at least 70% fixed income securities and company shares, and may gain exposure of up to 30% in alternatives.

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

Medium risk level portfolio

World Selection 3 is classified by HSBC as risk 4 'Medium Risk'.

World Selection 3 is managed by HSBC Global Asset Management (UK) Limited and targets a medium level of investment risk by investing in funds whose values are likely to fluctuate by more than that of a lower risk fund but less than a higher risk fund. These funds offer the potential for greater returns over time than lower risk funds. Medium risk funds are likely to have greater fluctuations in value in the short term than lower risk funds and can fall in value to below the amount you invested.

Total costs:

GBP: Entry Fee 1%, Ongoing Fee 1.48%

USD: Entry Fee 1%, Ongoing Fee 1.44%

EUR: Entry Fee 1%, Ongoing Fee 1.48%

You may pay an initial charge to access the portfolio on the Freedom Plus 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 3 GBP Portfolio KIID

World Selection 3 GBP Portfolio Factsheet

World Selection 3 USD Portfolio KIID

World Selection 3 USD Portfolio Factsheet

World Selection 3 EUR Portfolio KIID

World Selection 3 EUR Portfolio Factsheet

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.

World Selection 4 aims to provide capital growth through investment in a broad range of investment types across global markets, and aligns to a medium to high 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. The portfolio will hold at least 65% fixed income securities and company shares, and may gain exposure of up to 35% in alternatives.

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

Medium to Higher risk level portfolio

World Selection 4 is classified by HSBC as risk 5 'Medium to Higher Risk'.

World Selection 4 is managed by HSBC Global Asset Management (UK) Limited and targets a higher level of investment risk by investing in funds whose values are likely to fluctuate by a significant amount. These funds offer the potential for greater returns over time than lower risk funds and can fall in value to below the amount you invested.

Total costs:

GBP: Entry Fee 1%, Ongoing Fee 1.42%

USD: Entry Fee 1%, Ongoing Fee 1.43%

EUR: Entry Fee 1%, Ongoing Fee 1.42%

You may pay an initial charge to access the portfolio on the Freedom Plus 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 4 GBP Portfolio KIID

World Selection 4 GBP Portfolio Factsheet

World Selection 4 USD Portfolio KIID

World Selection 4 USD Portfolio Factsheet

World Selection 4 EUR Portfolio KIID

World Selection 4 EUR Portfolio Factsheet

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.

World Selection 5 aims to provide capital growth through investment in a broad range of investment types across global markets, and aligns to a high 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. The portfolio will hold at least 55% fixed income securities and company shares with a bias towards shares, and may gain exposure of up to 45% in alternatives.

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

Higher risk level portfolio

World Selection 5 is classified by HSBC as risk 5 'Higher Risk'.

World Selection 5 is managed by HSBC Global Asset Management (UK) Limited and targets a higher level of investment risk by investing in funds whose values are likely to fluctuate by a significant amount. These funds offer the potential for greater returns over time than lower or medium risk funds and can fall in value to below the amount you invested.

Total costs:

GBP: Entry Fee 1%, Ongoing Fee 1.54%

USD: Entry Fee 1%, Ongoing Fee 1.50%

EUR: Entry Fee 1%, Ongoing Fee 1.54%

You may pay an initial charge to access the portfolio on the Freedom Plus 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 5 GBP Portfolio KIID

World Selection 5 GBP Portfolio Factsheet

World Selection 5 USD Portfolio KIID

World Selection 5 USD Portfolio Factsheet

World Selection 5 EUR Portfolio KIID

World Selection 5 EUR Portfolio Factsheet

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

Applications to buy, sell or switch shares made on any Dealing Day before 5pm Jersey time will be allocated on that Dealing Day.

Shares are allocated at the Bid Price per share calculated on the Dealing Day using the latest available prices of assets.

Applications received after 5pm UK Time will be dealt on the next Dealing Day. Shares are dealt on each Business Day (other than days during a period of suspension of dealing in shares and other than a Business Day immediately following the end of a period of such suspension) and which is also for the Portfolio, a day where stock exchanges and regulated markets in countries where the Portfolio is materially invested are open for normal trading.

For Regular Investment Plans a standing order will automatically be set up with your preferred Standing Order date, at the time your online application is processed. If you want to change the standing order date, you can send us a message on Online Banking or email us at wealth.business.services@hsbcib.com.

Equities is another name for shares. A share is a stake in the company that has issued it. The value of the shares depends on a number of factors including how well the company is performing financially. A fund that invests in shares will hold a stake in a range of companies and the value of this stake is often dependent upon the expectation of the future profits those companies will make as well as their historical profitability.

Bonds are issued by a company to raise money. By investing in a bond the fund lends the company money. In return the fund receives interest payments (coupon), plus the return of the original investment, when the bond matures.

This asset class covers other types of assets such as real estate (property), private equity and commodities.

Cash investments are associated with very low levels of risk and the return they offer is usually low, compared to other investments. Cash investments are short-term and provide a return in the form of interest payments.

How much does it cost?

Total Charges = Initial Entry Charge + Ongoing Charge

The Initial Entry charge of 1% will be deducted from the investment amount and the net amount will be invested. The charging structure is the same for lump sum and monthly investments. Find out more about the current price (for indicative purposes).

The Ongoing Charge is made up of the Annual Management Charge (AMC) and Other Expenses. The other expenses include such things as Portfolio administration services, accounting and legal fees, and custodian and settlement charges for the investments the World Selection Portfolio holds. When you combine these with the AMC, you have the Ongoing Charge, which is the combined annual operating expense of the Portfolio.

The Ongoing Charge is payable to the fund manager of the World Selection Portfolios (HSBC Global Asset Management (UK) Limited). You will not see this charge shown on a statement – instead of being taken from your investment, it is reflected in the price of the shares.

Details of the total ongoing costs associated with each World Selection Portfolio are documented in the Key Investor Information documents (KIIDs) and factsheets which are updated from time to time. Please refer to these documents for the latest ongoing charges information before you invest.

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. We receive the payment of the annual management fee from the UK distributor, HSBC Global Asset Management (UK) Limited. The payment of the distribution fee is made monthly and is calculated pro rata to the value of the Shares. Gross annual management fee rates range from 0.50% to 1.75% per annum as specified in the prospectus of the relevant Fund. We are not paid a distribution fee in relation to the B share class.

Key Documents & Information

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 250 per month with a minimum GBP/USD/EUR 100 invested in any one portfolio;

• or an initial lump sum of GBP/USD/EUR 10,000 with a minimum GBP/USD/EUR 2,000 invested in any one portfolio, and a minimum GBP/USD/EUR 2,000 for subsequent additional investments.

You must be resident and/or national of an eligible country/region.

How to apply

HSBC Expat customers

You can apply online for HSBC World Selection Portfolios. Once you’ve logged on you’ll need to select Ready-made investment portfolios from the Wealth Dashboard.

Log on to apply for World Selection Portfolios online

New to HSBC Expat

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

View our Expat Bank Account

Questions you may have

A higher level of risk could bring the potential for greater growth, but there’s also more chance that your investment could go down in value.

When choosing an investment, you should consider the level of risk you’re willing to take and your capacity for loss. How comfortable would you feel if your investments fell in value? How would a loss impact your finances in the short term? In the long term? To decide if a certain level of risk might be acceptable for you, have a read through the 5 portfolios’ risk descriptions in the section above.

If you’re not sure about investing or how much risk is appropriate for you, please seek financial advice.

Each portfolio has a designated risk category. 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.

The fund manager’s goal is always to maximise the return within the portfolio’s designated level of risk.

You can make withdrawals from your investment at any time.

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.

Taxation – UK Resident Investors

The commentary below is general in nature and only provides a summary of the principal tax considerations for certain UK resident investors who are individuals and who hold investments in HSBC World Selection Portfolios. The actual tax consequences of any investment will depend upon the individual's specific circumstances, therefore we would recommend you seek professional tax advice.

Funds with UK Reporting Fund Status:

Where a share class of an offshore fund has UK Reporting Fund status, broadly, any gain on the disposal of such a holding is treated as a capital gain and subject to UK capital gains tax rules.

Funds with Non-UK Reporting Fund Status:

Where a share class does not have UK Reporting Fund status or does not have UK Reporting Fund status throughout the entire period that the investor holds it, any gain arising on disposal is treated as an offshore income gain and subject to UK income tax rules.

World Selection – UK Reporting from 1 August 2015:

Since 1 August 2015, all HSBC World Selection Portfolio share classes have UK Reporting Fund status. This means that from 1 August 2015, for UK resident investors who are individuals who invest in an HSBC World Selection Portfolio share class for the first time, any gain on the disposal of such a holding is treated as a capital gain and subject to UK capital gains tax rules Funds which convert to UK Reporting Fund Status.

When a non-reporting offshore fund/share class converts to having UK Reporting Fund status, a UK investor will have the option to make an election to treat themselves as disposing of their investment in the fund immediately before it became a reporting fund and then reacquiring it as an investment in a reporting fund. The effect of making such an election results in any gains on this deemed disposal being treated as offshore income gains and subject to income tax whilst future gains in respect of the "reacquired" investment will be subject to capital gains tax treatment. If a UK investor opts not to make such an election, the entire gain will be taxed as offshore income gains and subject to income tax.

Please note that an exchange of shares between different funds of HSBC World Selection Portfolios is regarded as a disposal (i.e: if you sell out of one HSBC World Selection Portfolio and invest the proceeds in another World Selection portfolio that is considered a disposal and any gains will be chargeable to tax).

Regulations on international tax transparency may require us to report certain information about you to the Jersey Tax Authority, where your account is held. Under international agreements to exchange account information, the Jersey Tax Authority may transfer this information to the tax authorities of other jurisdictions in which you may be tax resident.

Therefore before choosing any investment products, it is important that all of your personal details are complete and accurate otherwise we will not be able to process your application.

Please review your existing details on your Personal Internet Banking profile in the “Update Your Details” section and provide the new information we require:

Country of Birth and any Multiple Citizenships you may hold (both of these fields are located within the "Update Personal Details" section).

Designate a Residential Address and indicate how long you have lived at this address (both of these fields are located within the "Change Correspondence Address" section). If you have lived at your current address for less than 3 years, you must also provide details of your previous residential address.

In addition to this information, we also need to collect information from you about your tax residency(ies) and relevant tax identification numbers. If we do not have this information, our administration team will need to contact you, which will delay your Application.

Depending on the information you provide, we may also need to contact you to obtain further supporting documentation as prescribed by our regulatory requirements.

If you have updated your details recently then these do not need to be supplied again, until any information changes. If your personal information changes in the future, please notify us within 30 days.

World Selection portfolios are not available to residents of the following countries/regions, or US nationals:

Afghanistan, Aland Islands, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antarctica, Antarctica British, Antigua & Barbuda, Aruba, Azerbaijan
Bahamas, Bahrain, Barbados, Belarus, Belgium, Belize, Benin, Bhutan, Bolivia, Bonaire, Bosnia & Herzegovina, Botswana, Bouvet Island, British Indian Ocean Territory, British Virgin Islands, Brunei Darussalam, Bulgaria, Burkina Faso, Burundi
Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Christmas Island, Cocos Island, Comoros, Congo, Congo Democratic, Cook Islands, Costa Rica, Cote D'ivoire, Croatia, Cuba, Curacao, Cyprus Northern, Czech Republic
Djibouti, Dominica, Dominican Republic
Ecuador, El Salvador, Equatorial Guinea, Eritrea, Estonia, Ethiopia
Falkland Islands, Faroe Islands, Fiji, Finland, French Guiana, French Polynesia, French Southern Territories
Gabon, Gambia, Gaza, Georgia, Ghana, Gibraltar, Greenland, Grenada, Guadeloupe, Guam, Guinea, Guinea-Bissau, Guyana
Haiti, Heard & Mcdonald Islands, Honduras, Hungary
Iceland, Iran, Iraq, Ireland (Excluding North) (EU member state) (EEA Country)
Jamaica, Japan, Jordan
Kazakhstan, Kiribati, Korea North, Kosovo, Kyrgyzstan
Lao People's D Republic, Latvia, Lesotho, Liberia, Libyan Arab Jamahiriya, Liechtenstein, Lithuania
Macedonia, Madagascar, Malawi, Malaysia, Mali, Malta, Marshall Islands-rep Of Martinque, Mauritania, Mauritius, Mayotte, Micronesia Federated States Of, Moldova-republic Of, Monaco, Mongolia, Montenegro, Montserrat, Mozambique, Myanmar
Namibia, Nauru, Nepal, Netherlands Antilles, New Caledonia, Nicaragua, Niger, Nigeria, Niue, Norfolk Island, Northern Mariana Islands
Pakistan, Palau, Palestinian Territory, Papua New Guinea, Paraguay, Pitcairn, Puerto Rico
Reunion, Romania, Russia Federation, Rwanda
Saint Barthelemy, Saint Kitts and Nevis, Samoa, San Marino, Sao Tome And Principe, Saudi Arabia,
Senegal, Serbia Republic of Seychelles, Sierra Leone, Saint Eustatius and Saba, Saint Maarten (Dutch part), Slovakia, Slovenia, Solomon Islands, Somalia, South Georgia and South Sandwich Islands, South Korea, South Sudan, St Helena, St Lucia, St Pierre & Miguelon, St Vincent & Grenandines, Sudan, Surinam, Svalbard & Jan Mayen Islands, Swaziland, Syrian Arab Republic
Taiwan, Tajikistan, Tanzania, Timor Leste, Togo, Tokelau, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu
Uganda, Ukraine, United States of America, US Minor Outlying Islands, US Virgin Islands, Uzbekistan
Vanuatu, Vatican City State, Vietnam
Wallis & Futuna Islands, West Bank – Palestine, Western Sahara
Yemen, Yemen Democratic
Zaire, Zambia, Zimbabwe

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.

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

Why invest in HSBC World Selection Portfolios

How it works

Choose the portfolio that's right for you

Lower risk level portfolio

Total costs:

Low to Medium risk level portfolio

Total costs:

Medium risk level portfolio

Total costs:

Medium to Higher risk level portfolio

Total costs:

Higher risk level portfolio

Total costs:

World Selection 1

World Selection 2

World Selection 3

World Selection 4

World Selection 5

Additional information

When will your money be invested?

What are Equities?

What are Bonds?

What are Alternatives?

What are Cash investments?

How much does it cost?

Initial Entry Charge

Ongoing Charge

Commission

Key Documents & Information

Eligibility

How to apply

Questions you may have

How do I decide on my appetite for risk?

How is the risk level maintained?

Will any restrictions apply to withdrawals from my investment?

What are the general tax considerations for a UK resident investor?

As an existing HSBC Expat customer, do you need me to provide any other information before I can apply to invest online?

Which countries/regions are eligible to apply for HSBC World Selection Portfolios?

You might be interested in

Single Asset Class funds

Financial planning

Wealth insights

Connect with us