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Research is a key element of investment planning. Before you invest, ensure you review details and investment facts about funds you are interested in purchasing:
- Minimum investment requirements
- Purchase costs and fees
- Fund investment goals and asset mix
- Historical performance
Learn more about our mutual funds: HSBC Mutual Funds Simplified Prospectus dated June 25, 2015
Learn more about our mutual funds: HSBC Mutual Funds Simplified Prospectus dated June 8, 20151
Learn more about our pooled funds*: HSBC Pooled Funds Simplified Prospectus dated December 17, 2015
Fund Facts for HSBC Mutual Funds
Fund Facts for HSBC Pooled Funds *
World Selection Diversified Funds
Additional information & resources
HSBC Global Asset Management (Canada) Limited (“AMCA”) is the manager and primary investment advisor for the HSBC Mutual Funds. HSBC Investment Funds (Canada) Inc. (“HIFC”) is the principal distributor of the HSBC Mutual Funds. HSBC Mutual Funds are also distributed through authorized dealers. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.
AMCA is the manager and primary investment advisor of the HSBC Pooled Funds, a family of public mutual funds. These mutual funds are sold only to investors as part of a discretionary investment management service, which requires an investor to enter into an investment management agreement with AMCA or HIFC, or another approved advisor or dealer. Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with mutual fund investments.
Please read the HSBC Fund Facts before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer. Their values change frequently and past performance may not be repeated. The unit value of money market funds may not remain constant.
HIFC is a direct subsidiary of AMCA and an indirect subsidiary of HSBC Bank Canada, and provides its services in all provinces of Canada except Prince Edward Island. AMCA is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada and provides its services in all provinces of Canada except Prince Edward Island.
* Pooled funds are available to institutional investors or individual investors through the HSBC Private Investment Management Service. Retail investors with a minimum of $50,000 to invest, can access pooled funds as part of the HSBC World Selection® Portfolio service.
® World Selection is a registered trade-mark of HSBC Bank Canada.
1 Simplified Prospectus contains important information for two new Mutual Funds; HSBC Global Corporate Bond Fund and HSBC Global Equity Volatility Focused Fund