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fund name DIVERSIFICATION management conveniency intial Full details

HSBC WORLD SELECTION®
DIVERSIFIED FUNDS1

BROAD DIVERSIFICATION

ACTIVE MANAGEMENT

CONVENIENT

START WITH $25

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

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

Find a branch

1Offered by HSBC Investment Funds (Canada) Inc.

 

HSBC WORLD SELECTION® PORTFOLIO2

ACTIVE MANAGEMENT

BROAD DIVERSIFICATION

REGULAR MONITORING

LOCAL AND GLOBAL INVESTMENT EXPERTISE

Full details
Key features and benefits
  • Benefit from 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 portfolio to suit a range of needs from conservative to aggressive growth
  • Evaluate your overall investment status with quarterly portfolio statements
Next steps

Call an HSBC Premier Relationship Manager at
1-800-830-8888

Find a branch

2Offered by HSBC Investment Funds (Canada) Inc.

 

PRIVATE INVESTMENT
MANAGEMENT3

DISCRETIONARY PORTFOLIO MANAGEMENT SERVICE

FULLY CUSTOMIZED

DEDICATED TEAM

FEE BASED

Full details
Key features and benefits
  • Allow HSBC’s Private Investment Management Service professionals to give your portfolio the attention it requires
  • Take advantage of the investment strategies and insights of HSBC’s worldwide network of research analysts and money managers
  • Benefit from the expertise of a dedicated Investment Counsellor and Portfolio Manager who create, implement and manage an optimal investment strategy for you
  • Benefit from a suite of international wealth management and banking solutions for your everyday needs – both at home and abroad – with HSBC Premier4
Additional details
  • This service is ideal for personal holding companies, corporations, trusts, foundations, endowments, small financial institutions, and high net worth individuals

3Private Investment Management is a discretionary portfolio management service offered by HSBC Private Wealth Services (Canada) Inc.
4Eligibility for HSBC Premier is subject to meeting qualification requirements. Monthly banking package fee applies. Please ask in branch for details

 

1HSBC Global Asset Management (Canada) Limited 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.

2 HSBC 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.

®World Selection is a registered trademark of HSBC Bank Canada.

3The Private Investment Management service is a discretionary portfolio management service offered by HSBC Private Wealth Services (Canada) Inc. (HPWS). Under this discretionary service, assets of participating clients will be invested by HPWS or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, including but not limited to, stocks, bonds, mutual funds and derivatives. Commissions, management fees, custodial 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 investor protection fund or deposit insurer. 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. HPWS 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. 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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