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Managed Solutions

Invest for your ‘why’ with HSBC

Receive up to $1,350* in bonuses when you invest with us.

HSBC Wealth CompassTM Funds

  • Convenient online access
  • Professionally managed to maintain their target risk level
  • Suitable for medium- to long-term investment goals
  • Available to HSBC Mutual Funds account opened online through HSBC Wealth Compass

Professionally managed, cost-effective, globally diversified.

Best Robo Advisory Experience – 2021 Digital CX Awards, presented by The Digital Banker

Best Robo Advisory Experience – 2021 Digital CX Awards, presented by The Digital Banker**

HSBC World Selection® Diversified Funds1

  • 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

HSBC World Selection® Portfolio2

  • 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

*This offer is Issued by HIFC. A minimum investment amount of CAD$5,000 is required to qualify for this offer with tiered bonus amounts corresponding to different investment amount thresholds. The maximum Bonus Amount available to you for participating in the Bonus Offer is $1,350 per Qualifying Account. Bonus amounts may differ for transfers/investments into HSBC Wealth Compass Funds (maximum $700 per Qualifying Account). RRIF accounts are not available through HSBC Wealth Compass. The Goal Planning Bonus is available to HSBC Premier clients only and is redeemable exclusively in-branch through an HSBC Premier Relationship Manager. HSBC Premier requires you to have an active HSBC Premier chequing account. Visit for full details and qualification requirements. HSBC Premier Relationship Managers are also HSBC Mutual Fund Advisors2 with their sponsorship by HIFC. None of the investments you make as part of this Bonus Offer can be used to purchase units of the HSBC Canadian Dollar Money Market Fund or the HSBC U.S. Dollar Money Market Fund (Investor Series or Premium Series). Your eligibility for this Bonus Offer, including the payment of the Bonus Amount, is subject to the 2023 Check-in and Invest Bonus Offer Terms and Conditions. Please read the Terms and Conditions carefully and visit your branch or call Telefund at 1-800-830-8888 for complete details. All amounts indicated are in Canadian dollars. Offer expires November 13, 2023.

**The Digital Banker award recognises and celebrates the world's preeminent Financial Services Organisations that are pioneering unrivalled standards and capabilities in their respective fields. HSBC Canada did not pay to be considered or granted this award.

1 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. 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.

All products and services of HIFC and AMCA are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. Please contact your HSBC Mutual Fund Advisor 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. HSBC Investment Funds (Canada) Inc. ("HIFC") is a direct subsidiary of HSBC Global Asset Management (Canada) Limited ("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.

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 and HSBC Fund Facts 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. The value of mutual funds may change frequently and past performance may not be repeated. The unit value of money market funds may not remain constant.

® World Selection is a registered trademark of HSBC Group Management Services Limited.

HSBC Wealth CompassTM is a trade-mark of HSBC Group used under license by HIFC.


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