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Important Information

To ensure our customers have access to important information, we have included specific information that may affect your investments on the following pages.

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Individuals Not Resident In Canada

All products and services of HSBC Investment Funds (Canada) Inc. and HSBC Global Asset Management (Canada) Limited are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. Please contact your financial representative for more details. The contents of this site should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful.

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HSBC Global Asset Management (Canada) Limited

HSBC Global Asset Management (Canada) Limited is a subsidiary of HSBC Bank Canada and provides its services in all provinces of Canada except Prince Edward Island. The products and services of HSBC Global Asset Management (Canada) Limited are not insured or guaranteed by the Canada Deposit Insurance Corporation, HSBC Bank Canada or any other deposit insurer or financial institution.

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HSBC Investment Funds (Canada) Inc.

HSBC Investment Funds (Canada) Inc. is a subsidiary of HSBC Bank Canada and is the principal distributor of the HSBC Mutual Funds and HSBC Pooled Funds. HSBC Investment Funds (Canada) Inc. provides its products and services in all provinces of Canada except Prince Edward Island. The products and services of HSBC Investment Funds (Canada) Inc. are not insured or guaranteed by the Canada Deposit Insurance Corporation, HSBC Bank Canada or any other deposit insurer or financial institution. 

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HSBC Mutual Funds

Fund prices on this site are provided for information purposes only. All information pertaining to the HSBC Mutual Funds relates to the Investor Series units of the HSBC Mutual Funds.

HSBC Global Asset Management (Canada) Limited ("AMCA") is the manager and primary investment advisor of the HSBC Mutual Funds, a family of public mutual funds. HSBC Investment Funds (Canada) Inc. (“HIFC”) is the principal distributor of the HSBC Mutual Funds. HSBC Mutual Funds are also distributed through other authorized dealers. As primary investment advisor, AMCA may hire sub-advisors for the HSBC Mutual Funds, including sub-advisors that are affiliated with them. AMCA may hire or replace sub-advisors at any time. Commissions, trailing commissions, management fees and expenses may be associated with investments in the HSBC Mutual Funds. The indicated rates of return are the historical annual compounded total returns including changes in unit value. The rates of return and performance data include reinvested distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder in respect of a participating fund that would have reduced returns.

The HSBC Mutual Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada or any other deposit insurer or financial institution. The value of an investment may change frequently and past performance may not be repeated. The unit value of money market funds may not remain constant. AMCA and HIFC are subsidiaries of HSBC Bank Canada and provide their services in all provinces of Canada except Prince Edward Island.

Please read the HSBC Mutual Funds Simplified Prospectus before applying to invest in the HSBC Mutual Funds.

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HSBC Pooled Funds

HSBC Global Asset Management (Canada) Limited ("AMCA") is the manager and primary investment advisor of the HSBC Pooled Funds, a family of public mutual funds. The HSBC Pooled Funds are, generally, sold only to investors as part of a discretionary management service, such as the HSBC World Selection Portfolio service offered by AMCA. HSBC Investment Funds (Canada) Inc. ("HIFC") is the principal distributor of the HSBC Pooled Funds.

As primary investment advisor, AMCA may hire sub-advisors for the HSBC Pooled Funds, including sub-advisors that are affiliated with them. AMCA may hire or replace an advisor at any time. Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with investments in the HSBC Pooled Funds. The indicated rates of return are the historical annual compounded total returns. The returns are based on the historical annual compounded total returns, including changes in unit values. The rates of return and performance data assume reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder in respect of a participating fund that would have reduced returns.

The HSBC Pooled Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada or any other deposit insurer or financial institution. The value of an investment in the HSBC Pooled Funds may change frequently and past performance may not be repeated. The unit value of money market funds may not remain constant.

AMCA and HIFC are subsidiaries of HSBC Bank Canada. AMCA and HIFC provide their services in all provinces of Canada except Prince Edward Island.

Please read the HSBC Pooled Fund Simplified Prospectus before applying to invest in the HSBC Pooled Funds.

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HSBC Mutual Funds Group RSP

The HSBC Group RSP is available through HSBC Bank Canada. Investment options available under the HSBC Group RSP are offered by HSBC Global Asset Management (Canada) Limited and HSBC Investment Funds (Canada) Inc., subsidiaries of HSBC Bank Canada.

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HSBC World Selection PortfolioTM

HSBC World Selection PortfolioTM is a discretionary portfolio management service offered by HSBC Global Asset Management (Canada) Limited ("AMCA"). Under this discretionary service, assets of participating clients are invested in HSBC Pooled Funds, which are mutual funds managed by AMCA and distributed by HSBC Investment Funds (Canada) Inc. Commissions, trailing commissions, management fees, investment management fees and expenses may be associated with investments in the HSBC Pooled Funds and the HSBC World Selection PortfolioTM service. Please read the applicable account opening documentation and prospectus before applying for the HSBC World Selection PortfolioTM service. Neither the HSBC World Selection PortfolioTM service nor the HSBC Pooled Funds are guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer. The value of mutual fund investments changes frequently and past performance may not be repeated. The unit value of money market funds may not remain constant.

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Private Investment Management

The Private Investment Management service is a discretionary portfolio management service offered by HSBC Global Asset Management (Canada) Limited (“HSBC Global Asset Management”). Under this discretionary service, assets of participating clients may be invested by HSBC Global Asset Management, where appropriately registered in the applicable jurisdiction, in securities, including but not limited to, stocks, bonds, pooled funds, mutual funds and derivatives. Commissions, trailing commissions, management fees and expenses all may be associated with the use of the Private Investment Management service.

Neither the Private Investment Management service nor any of the securities purchased as part of the Private Investment Management service are guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada or any other deposit insurer or financial institution. The value of an investment in or purchased as part of the Private Investment Management service may change frequently and past performance may not be repeated. HSBC Global Asset Management is a subsidiary of HSBC Bank Canada and provides its services in all Canadian provinces except Prince Edward Island.

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Conflicts of Interest and Related Party List

At the time of opening your account with HSBC Global Asset Management (Canada) Limited or HSBC Investment Funds (Canada) Inc., you were provided disclosure regarding potential material conflicts of interest. The current conflict of interest statement for HSBC Global Asset Management (Canada) Limited and HSBC Investment Funds (Canada) Inc. are provided below:

In addition to the information provided in the conflicts of interest statement, the following is a list of other related parties’ securities which HSBC Global Asset Management (Canada) Limited, in its capacity as investment advisor, or one of their sub-advisors may purchase for client accounts:

  • HSBC Group plc
  • Bank of Communications Company Ltd.
  • Ping An Insurance (Group) Company of China Ltd.
  • Industrial Bank Company Ltd.
  • The Saudi British Bank

These entities are related to HSBC Global Asset Management (Canada) Limited and HSBC Investment Funds (Canada) Inc. because HSBC Holdings plc has an equity interest in each listed party.

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Market Commentary

Market commentaries are made by HSBC Global Asset Management (Canada) Limited (“HSBC Global Asset Management”) unless otherwise stated. The commentaries are for information purposes only and are not intended to provide specific financial, investment, tax, legal or accounting advice  and should not be relied upon in that regard. Investors should not act or rely on the information without seeking the advice of a professional.

These commentaries are not an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Although HSBC Global Asset Management has based the commentaries on information obtained from sources HSBC Global Asset Management believes to be reliable, HSBC Global Asset Management has not independently verified such information. Accordingly, HSBC Global Asset Management makes no guarantee, representation or warranty and accepts no responsibility or liability as to its accuracy or completeness. Opinions expressed in this document are those of the Research Department of HSBC Global Asset Management, unless otherwise stated, and are subject to change without notice.

Please note that HSBC Global Asset Management, its affiliates and their respective officers, directors and employees may hold a position in any securities mentioned in this document (or in any related investment) and may from time to time add to or sell any such securities or investment. As well, HSBC Global Asset Management and its affiliates may act as market maker or have assumed an underwriting commitment in the securities of companies discussed in this document (or in related investments), may sell them to or buy them from customers on a principal basis and may also perform or seek to perform investment banking or underwriting services for or relating to those companies.

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Quartile Rankings

All information related to quartile rankings of the HSBC Mutual Funds is supplied by Bell Globemedia Interactive Inc. This information is provided for informational purposes only. Past performance is not indicative of future performance. This information is not an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Although HSBC Global Asset Management (Canada) Limited (“HSBC Global Asset Management”) believes the information is reliable, HSBC Global Asset Management has not independently verified such information. Accordingly, HSBC Global Asset Management, its affiliates and subsidiaries, make no guarantee, representation or warranty and accept no responsibility or liability as to its accuracy or completeness, or for any action taken in reliance thereon. The information is that of Bell Globemedia Interactive Inc. only and subject to change without notice. Investors are strongly recommended to consult their investment advisor before considering a specific investment.

Quartile rankings are a measure of how well a fund has performed against all other funds in its asset class. The rankings range from 1 to 4 for all time periods covered. Mutual funds with the highest percent returns are assigned to a quartile of 1, whereas those with the worst returns are assigned a quartile of 4.

Quartile rankings are compiled by sorting the funds by one-year return. Funds in the top 25% are assigned a ranking of 1; the next 25% are assigned a ranking of 2, and so forth.

Note: The ranking of a fund may change for the following reason. When funds with historical performance data are added to the globefund.com site, the quartile rankings are recalculated to take into account the performance history of the new funds. The addition of the new funds may change the ranking of funds presently on globefund.com.

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