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HSBC World Selection® Portfolio

HSBC World Selection® Portfolio is a premier discretionary investment service that combines individual investments from around the world including access to active and passive strategies into a single account. Each portfolio is diversified, professionally managed and suited to a client’s risk level.

  • Access active and passive strategies in a single account

  • Broad diversification by asset class, industry, investment style and geography

  • Professionally managed – accounts are regularly monitored and rebalanced to ensure portfolios remain aligned with your long-term objectives

  • Competitive fees are charged on a declining scale based on the market value of your assets

  • Suitable for medium- to long-term investment goals

  • Minimum initial investment: $50,000

  • Minimum subsequent lump-sum investments: $500

  • Regular investment plan starts at $250 per month

Have a question?

Speak to an HSBC Mutual Fund Advisor at

1-800-830-888

Apply at a branch

A portfolio for your risk level

See what’s inside each HSBC World Selection® Portfolio.

An HSBC Mutual Fund Advisor can work with you to understand your needs, goals and risk tolerance to recommend an appropriate portfolio for you.

HSBC World Selection® Conservative Portfolio

Morningstar Fund Profile (EN / FR)

This portfolio aims to  mainly 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 investment pools and/or mutual funds.

Source: HSBC Global Asset Management (Canada) Limited (“AMCA”)

HSBC Mutual Funds and HSBC Pooled Funds are mutual funds managed by AMCA and distributed by HSBC Investment Funds (Canada) Inc. (“HIFC”). 

HSBC World Selection® Portfolio is a portfolio investment service offered by HIFC. In this service, a client’s assets are invested in model portfolios which are comprised of investments in HSBC Mutual Funds and/or HSBC Pooled Funds ("HSBC Funds"). 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 Funds and/or the HSBC World Selection® Portfolio service.  Please read the prospectus, Fund Facts, applicable account opening documentation and any other disclosures before investing in the HSBC Funds and/or the HSBC World Selection Portfolio service. The HSBC World Selection® Portfolio service and the HSBC Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution, their values change frequently and past performance may not be repeated. The performance data of the HSBC World Selection® Portfolio service model portfolios (“Portfolios”) is provided for illustration purposes only. Performance information is based on the performance of our standard Portfolios and not on a composite of actual client accounts. Past performance of the Portfolios is not indicative of future returns for the Portfolios or for actual client accounts. The indicated returns are the historical annual compounded total returns of the HSBC Funds 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 in respect of the HSBC Funds that would have reduced returns. 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 Funds, the Portfolios or returns on investment. 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.

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

Under normal market conditions, the HSBC World Selection® Portfolios 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.

Frequently asked questions

Issued by HSBC Investment Funds (Canada) Inc. (“HIFC”)

* Issued by HIFC. The maximum Bonus Amount available to you for participating in the Bonus Offer is $1,175 per Qualifying Account. The Goal Planning Bonus is available to HSBC Premier clients only and is redeemable exclusively in-branch through an HSBC Premier Relationship Manager. Your eligibility for this Bonus Offer, including the payment of the Bonus Amount, is subject to the 2021 Autumn Investment 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 December 17, 2021. 

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.

AMCA is the manager and primary investment advisor for the HSBC Mutual Funds and the HSBC Pooled Funds (collectively, the “HSBC Funds”). HIFC is the principal distributor of the HSBC Mutual Funds, which are also distributed through authorized dealers. HIFC also offers the HSBC Funds through the HSBC World Selection® Portfolio. This is a portfolio investment service under which client’s assets are invested in model portfolios which are comprised of investments in the Funds. AMCA provides discretionary investment management services to the model 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 Funds and/or the HSBC World Selection Portfolio service. 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.  The performance data of the HSBC World Selection® Portfolio service model portfolios (“Portfolios”) is provided for illustration purposes only. Performance information is based on the performance of our standard Portfolios and not on a composite of actual client accounts. Past performance of the Portfolios is not indicative of future returns for the Portfolios or for actual client accounts. The indicated returns are the historical annual compounded total returns of the HSBC Funds 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 in respect of the HSBC Funds that would have reduced returns. 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 Funds, the Portfolios or returns on investment. 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. Please read the prospectus, Fund Facts, applicable account opening documentation and any other disclosures before investing in the HSBC Funds and/or the HSBC World Selection Portfolio service. The HSBC World Selection Portfolio service and the HSBC Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution, their values change frequently and past performance may not be repeated. 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. 

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.

This site may provide external links that give you access to HSBC websites located in Canada and other countries. If you enter a website outside of Canada, you are advised that it may not be legal in that jurisdiction for you to use the facilities available on that website and the legal requirements of that jurisdiction may prohibit you from dealing in that jurisdiction. If you access a jurisdiction in which you are not resident, you do so at your own risk, and HSBC Group will not be liable for any breach of local law or regulation that you may commit as a result of using and accessing a website in a country in which you are not resident.

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

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