Mutual Funds, Mutual Fund Investing | HSBC Canada

Mutual Funds

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Diversify your investment strategy with HSBC Mutual Funds, and find new opportunities in local and global markets.

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HSBC MUTUAL FUNDS1

DIVERSE SELECTION

START WITH ONLY $25

HSBC GLOBAL EXPERTISE

RRSP ELIGIBLE

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Key features and benefits
  • Choose from a wide range of mutual funds with local and international exposure
  • Create a portfolio that meets your investment needs
  • Add the diversity you need to protect your investments from
    market volatility
  • Consider using mutual funds as the foundation of your
    RRSP portfolio
  • Benefit from HSBC's local and global market experience and insight
Additional details
  • Investor Series – Start your mutual fund portfolio with a $500 initial investment, or with a regular savings plan of $25/month
  • Premium Series – Expand your investment strategy with a minimum $100,000 initial investment
  • Advisor Series – Access HSBC Mutual Funds through your Investment Advisor with a $500 initial investment
  • U.S. Dollar Mutual Funds – U.S. dollar denominated investment products to help achieve your goals
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1HSBC Global Asset Management (Canada) Limited (“AMCA”) is the manager and primary investment advisor for the HSBC Mutual Funds. HSBC Investment Funds (Canada) Inc. 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. 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 HSBC Mutual 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.

 

HSBC WEALTH COMPASSTM FUNDS

CONVENIENT ONLINE ACCESS

PASSIVE MANAGEMENT

DEDICATED SUPPORT

LOW COST

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HSBC WORLD SELECTION® DIVERSIFIED FUNDS1

BROAD DIVERSIFICATION

ACTIVE MANAGEMENT

CONVENIENT

START WITH $25

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Key features and benefits
  • Diversify your investments with mutual funds managed by HSBC's worldwide, on-the-ground investment team
  • Choose from 5 HSBC World Selection® Diversified Funds, based on your risk tolerance and financial goals
  • Earn potentially higher returns by investing in world markets, including dynamic emerging markets
Additional details
  • Start investing with as little as $25/month
  • View your account 24/7 through Personal Internet Banking
  • Evaluate your overall investment status with quarterly statements
Next steps

Full details

Contact an HSBC Mutual Fund Advisor at 1-800-830-8888

Find a branch

1HSBC Global Asset Management (Canada) Limited (“AMCA”) is the manager and primary investment advisor for the HSBC Mutual Funds. HSBC Investment Funds (Canada) Inc. 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. 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 HSBC Mutual 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.

®World Selection is a registered trademark of HSBC Bank Canada

 

HSBC WORLD SELECTION® PORTFOLIO2

ACTIVE MANAGEMENT

BROAD DIVERSIFICATION

REGULAR MONITORING

LOCAL AND GLOBAL INVESTMENT EXPERTISE

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Key features and benefits
  • Benefit from having a globally diversified portfolio, tailored to your risk tolerance and investment objectives
  • Get peace of mind knowing your investments are being monitored and managed by portfolio managers at HSBC with local and global insight
  • Regular portfolio adjustments and rebalancing to ensure your portfolio remains aligned with your long-term objectives
Additional details
  • Minimum initial investment: $50,000
  • Invest based on your risk tolerance, with portfolios to suit a range of needs from conservative to aggressive growth
Next steps

Full details

Contact an HSBC Mutual Fund Advisor at 1-800-830-8888

Find a branch

2HSBC World Selection® Portfolio is a portfolio investment service offered by HSBC Investment Funds (Canada) Inc. ("HIFC"). In this service, a client's assets are invested in model portfolios. Each model portfolio is comprised of investments in HSBC Pooled Funds, which are mutual funds managed by HSBC Global Asset Management (Canada) Limited ("AMCA") and distributed by HIFC. AMCA provides discretionary investment management services to the portfolios in the HSBC World Selection Portfolio service. Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with investments in the HSBC Pooled Funds and/or the HSBC World Selection Portfolio service. Please read the applicable account opening documentation associated with HSBC World Selection Portfolio, the prospectus, Fund Facts, and other disclosure documents of the HSBC Pooled Funds in which investment may be made under HSBC World Selection Portfolio service before applying for the HSBC World Selection Portfolio service. The HSBC World Selection Portfolio service and 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. For money market funds, there can be no assurances that the fund 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. The net asset values of all mutual funds, including the HSBC Pooled Funds, may change frequently and any past performance may not be repeated.
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.

 

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