World Selection Portfolios

The Fund aims to provide long term total returns (meaning income and capital growth).  It does so by investing in bonds and shares, either directly or through investing into other funds.  The Fund seeks to apply a low risk investment strategy. 

The above chart shows the strategic breakdown of the World Selection 1 portfolio as at 30 April 2020.

For the latest breakdown, read the HSBC Portfolios – World Selection 1 factsheet

This portfolio is classified by HSBC as ‘very low risk’. It’s rated as 1, where 1 is a lower level of risk and 5 is a higher level of risk. The lowest category does not mean a risk-free investment.

The base currency of the World Selection Portfolio is US dollars. The euro hedged class has an average volatility of 4.24% (as at 30 April 2020). Volatility is a measure of how much a fund's price goes up or down as a percentage of its average performance and you need to take this into consideration prior to investing.

The World Selection 1 portfolio targets a lower level of investment risk by investing in assets whose values are likely to fluctuate by less than that of a higher-risk fund. Over time, these types of assets may produce a greater return than cash-based investments with the aim of keeping pace with inflation. Bear in mind that very low risk funds can fall in value to below the amount you invested and as with any investment, it should be viewed as something to stay in for at least 5 years.

To find out all information relating to cost and charges, read the Fact sheet and Key Investor Information document (KIID)

The Fund aims to provide long term total returns (meaning income and capital growth). It does so by investing in bonds and shares, either directly or through investing into other funds. The Fund seeks to apply a low to medium risk investment strategy.

What's inside?

The above chart shows the strategic breakdown of the World Selection 2 portfolio as at 30 April 2020.

For the latest breakdown, read the HSBC Portfolios – World Selection 2 factsheet

This portfolio is classified by HSBC as ‘low risk’. It’s rated as 2, where 1 is a very low level of risk and 5 is a higher level of risk. The low risk category does not mean a risk-free investment.

The base currency of the World Selection Portfolio is US dollars. The euro hedged class has an average volatility of 6.36% (as at 30 April 2020). Volatility is a measure of how much a fund's price goes up or down as a percentage of its average performance and you need to take this into consideration prior to investing.

The World Selection 2 portfolio targets a low level of investment risk by investing in assets whose values are likely to fluctuate by less than that of a higher-risk fund. Over time, these types of assets may produce better returns than cash based investments with the aim of keeping pace with inflation. Low risk products can fall in value to below the amount you invest, it should be viewed as something to stay in for at least 5 years.

To find out all information relating to cost and charges, read the Fact sheet and Key Investor Information document (KIID)

The Fund aims to provide long term total returns (meaning income and capital growth). It does so by investing in bonds and shares, either directly or through investing into other funds. The Fund seeks to apply a medium risk investment strategy.

What's inside?

The above chart shows the strategic breakdown of the World Selection 3 portfolio as at 30 April 2020.

For the latest breakdown, read the HSBC Portfolios – World Selection 3 factsheet

This portfolio is classified by HSBC as ‘moderate risk’. It’s rated as 3, where 1 is a very low level of risk and 5 is a higher level of risk. The moderate risk category does not mean a risk-free investment.

The base currency of the World Selection Portfolio is US dollars. The euro hedged class has an average volatility of 9.05% (as at 30 April 2020). Volatility is a measure of how much a fund's price goes up or down as a percentage of its average performance and you need to take this into consideration prior to investing.

The World Selection 3 portfolio targets a moderate level of investment risk by investing in assets whose values are likely to fluctuate by more than that of a lower-risk fund. Over time, although these products may provide better returns over time they are likely to fluctuate in value. Moderate risk products can fall in value to below the amount you invest, and are more likely to do so than lower risk investments, it should be viewed as something to stay in for at least 5 years.

To find out all information relating to cost and charges, read the Fact sheet and Key Investor Information document (KIID)

The Fund aims to provide long term total returns (meaning capital growth and income). It does so by investing in shares and bonds of companies or governments, either directly or through investing into other funds. The Fund seeks to apply a medium to high risk investment strategy.

What's inside?

The above chart shows the strategic breakdown of the World Selection 4 portfolio as at 30 April 2020.

For the latest breakdown, read the HSBC Portfolios – World Selection 4 factsheet.

This portfolio is classified by HSBC as ‘high risk’. It’s rated as 4, where 1 is a very low level of risk and 5 is a higher level of risk.

The base currency of the World Selection Portfolio is US dollars. The euro hedged class has an average volatility of 11.45% (as at 30 April 2020). Volatility is a measure of how much a fund's price goes up or down as a percentage of its average performance and you need to take this into consideration prior to investing.

The World Selection 4 portfolio targets a high level of investment risk by investing in assets whose values are likely to fluctuate by more than that of a moderate-risk fund. Although these products may provide better returns over time, high risk products can fluctuate significantly. High risk products can fall in value to significantly below the amount you invest, and are more likely to do so than moderate or lower risk investments, it should be viewed as something to stay in for at least 5 years.

To find out all information relating to cost and charges, read the Fact sheet and Key Investor Information document (KIID)

The Fund aims to provide long term total returns (meaning capital growth and income). It does so by investing in shares and bonds of companies or governments, either directly or through investing into other funds. The Fund seeks to apply a high risk investment strategy.

What's inside?

The above chart shows the strategic breakdown of the World Selection 5 portfolio as at 30 April 2020.

For the latest breakdown, read the HSBC Portfolios – World Selection 5 factsheet.

This portfolio is classified by HSBC as ‘very high risk’. It’s rated as 5, where 1 is a very low level of risk and 5 is a higher level of risk.

The base currency of the World Selection Portfolio is US dollars. The euro hedged class has an average volatility of 13.35% (as at 30 April 2020). Volatility is a measure of how much a fund's price goes up or down as a percentage of its average performance and you need to take this into consideration prior to investing.

The World Selection 5 portfolio targets a high level of investment risk by investing in assets whose values are likely to fluctuate by more than that of a high-risk fund. Although these products may provide better returns over time, very high-risk products can fluctuate substantially. Very high-risk products can fall in value to substantially below the amount you invest and are much more likely to do so than moderate or lower risk investments, it should be viewed as something to stay in for at least 5 years.

To find out all information relating to cost and charges, read the Fact sheet and Key Investor Information document (KIID)