HSBC Mutual Fund Information & Resources

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Click here for important investor information

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 20, 2017

HSBC Mutual Funds Simplified Prospectus dated April 5, 2017

Learn more about our pooled funds*:

HSBC Pooled Funds Simplified Prospectus dated December 18, 2017

Fund Facts for HSBC Mutual Funds

Fund Facts for HSBC Wealth Compass Funds

Fund Facts for HSBC 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 prospectus, Fund Facts, and other disclosure documents before investing. 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 net asset values of all mutual funds, including the Funds, may change frequently and any past performance may not be repeated. For money market funds, there can be no assurances that such funds will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.

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.

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