- Access ETFs and HSBC Mutual Funds in one easy-to-manage solution
- Broad diversification by asset class, industry and geography for a low management fee
- Professionally managed to maintain their target risk level
- Suitable for medium- to long-term investment goals
- Start with as little as $25 per month with a lump sum investment of $500
A fund for your risk level
See what’s inside each HSBC Wealth Compass Fund.
Remember that most investments should be held over the medium- to long-term and therefore you should be prepared to commit for at least one year, and ideally 4 years or more.
HSBC Wealth Compass Conservative Fund
This Fund aims to provide capital preservation and interest income with some potential for low to moderate long-term capital growth by investing primarily in a diversified portfolio of other mutual funds or exchange-traded funds across several asset classes.
No sales charges apply.
Source: HSBC Global Asset Management (Canada) Limited as of December 31, 2019.
HSBC 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 and Fund Facts before investing. Except as otherwise noted, the indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemptions, distributions or optional charges or income taxes payable by any unit holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Any compounded rates of returns are used only to illustrate the effects of the compound growth rate and are not intended to reflect the future values of the HSBC Mutual Funds or returns on investment.
Under normal market conditions, the HSBC Wealth Compass Funds generally seek to achieve the asset mixes illustrated above. HSBC Global Asset Management (Canada) Limited, the fund manager, may change the strategic asset mix from time to time at its discretion.
Apply to invest in HSBC Wealth Compass Funds now
See what you might achieve with your savings if you invested them and compare investments at different risk levels.
Frequently asked questions
Who manages HSBC Wealth Compass™ Funds?
How do I know which Fund is right for me?
What is the minimum amount required to invest in HSBC Wealth Compass Funds?
Do any restrictions apply to withdrawals from my investment?
Can I set up a regular investment plan?
How much does it cost to invest in the Funds?
How often is the asset allocation rebalanced within the Funds?
What is HSBC Wealth Compass?
I already have a mutual funds account that I opened in a branch. Do I need to open a new account online through HSBC Wealth Compass to purchase the HSBC Wealth Compass Funds?
Important legal information
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 (HBCA), and provides its services in all provinces of Canada except Prince Edward Island. AMCA is a wholly owned subsidiary of, but separate entity from HBCA.
AMCA is the manager and primary investment advisor for the HSBC Mutual Funds. 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 and Fund Facts before investing. Mutual funds are not guaranteed The net asset values of all mutual funds, including the HSBC Mutual Funds, may change frequently and past performance may not be repeated.
The management expense ratio (“MER”) is the total management and operating expenses (operating expenses include a portion of the expenses of the underlying funds and taxes on the management fee but exclude certain distributions, brokerage commissions on securities transactions and foreign withholding taxes) of each fund expressed as a percentage of the average net asset value of that fund for that year. Please see the prospectus, Fund Facts, and other disclosure documents for further details.
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.
References to the 'HSBC Group' are references to HSBC Holdings plc, its subsidiaries and affiliated companies. HSBC Holdings plc is a public limited company registered in England and Wales under Company Register Number 617987 and with its registered office at 8, Canada Square, London, England E14 5HQ.
Neither we nor any member of the HSBC Group provide tax advice or have responsibility for your tax obligations in any jurisdiction, even if they relate to opening and using account(s) and services we or members of the HSBC Group provide. We advise you to seek independent legal and tax advice before opening your account and making any investments.
HSBC Wealth Compass™ is a trade-mark of HSBC Group Management Services Limited used under license by HIFC.