HSBC World Selection® Portfolio

Prepare for your financial future with HSBC World Selection® Portfolio. This premium investment service ensures you have access to a diversified investment portfolio managed by a range of local and global investment managers.

 

Eligibility for World Selection Portfolio:

  • Minimum initial investment of $50,000
  • Subsequent lump-sum investments from $500
  • Contribute from $250 in a regular savings plan

Invest with HSBC World Selection® Portfolio today

Speak to an HSBC Mutual Fund Advisor at 

1-800-830-8888

Benefits and details

Global investment opportunities

Your portfolio includes investment opportunities identified by professional investment managers who have insight into the regions and markets in which they invest.

Broad diversification

Gain exposure to a wide range of geographic regions, asset classes and investment managers to ensure you can benefit from a broadly diversified investment portfolio.

Regular monitoring

Our portfolio managers at HSBC monitor world markets and when applicable adjusts and rebalances your portfolio in order to:

  • Take advantage of changing market conditions
  • Ensure portfolios remain aligned with their long-term objectives

What kind of investor are you?

Every investor has different goals, attitudes towards risk, and amounts to invest. These can influence how you invest. Most people tend to fall into one of these investor types:

  • Conservative – Lower risk investor, choosing investments that offer stability and security
  • Moderate Conservative – Moderate risk investor, taking preservation of capital into consideration
  • Balanced – Investor who wants a combination of investments to preserve capital while taking advantage of the potential of higher risk investments
  • Growth – Higher risk investor, looking for long-term growth potential
  • Aggressive Growth – Higher risk investor ready to accept the highs and potential lows of a more aggressive portfolio with the potential for more volatility

 

Still not sure of your investor type? Speak to an HSBC Premier Relationship Manager to help determine which World Selection Portfolio is right for you.

World Selection Portfolio profile

Performance speaks volumes. Review each portfolio profile to discover portfolio objective, risk level, performance record, historical returns, asset allocation, and holdings.

Reports are presented according to investment risk tolerance (conservative to aggressive growth).

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

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.

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.

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.