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Funds 

Choose from our range of ready-made portfolios to start investing, or to build your investment portfolio.

An easy and convenient way to invest

Looking for a more convenient way to invest? Our funds, also known as portfolios, contain a mix of global investments that fund managers will look after for you. This means that your investment will be spread across multiple stocks and shares, so you don't have to choose them yourself and your risk will be spread. 

You can keep your fund in a tax-efficient stocks & shares ISA or a general investment account (GIA). And, you can invest on the go with the HSBC Mobile Banking app.

Remember, investing has its downs as well as ups – so you could get back less than you invest. Plus, tax rules can change and any benefits will depend on your individual circumstances.

Future Planner

Bring your plans to life with our exclusive tool for Premier customers, in the latest version of the app.

Why invest in a fund?

Start investing with £50

Invest in a fund from £50. Then, you could set up regular payments from £50 per month.

Spread your risk

A single investment in a fund is split across various stocks, sectors, regions and assets – which spreads your risk.

Easy access to your money

You should aim to invest for at least 5 years. But your money isn't locked away – you can sell your investments and the money will usually be in your account within 4 business days.

A range of options

Whether you're new to investing or more confident with your money, we've got a choice of investments for you.

Choose your fund

Explore our portfolios and our Global Investment Centre to find the fund that could best suit you. If you apply online you won't receive investment advice, so if you’re not sure where to invest, or how much risk to take, find out about our investment advice.

 

The HSBC Global Strategy Portfolios contain a mix of investments that are managed on your behalf.

 

 

Research, buy, sell and switch investments online with our Global Investment Centre.

Who can apply?

You can apply for a portfolio if:

  • you’ve got an HSBC current account or savings account (excludes Online Bonus Saver and Fixed-rate Saver)
  • you’re at least 18 years old
  • you're a UK resident
  • you’re not a US national/citizen/resident (eg a US passport holder)
  • you've got at least £50 to invest

Or, you can use our Global Investment Centre to research your own investment funds.

Before you apply

Do you need to tell us about your personal situation?

We want you to be comfortable with any investment choice you make.

So, if you might be experiencing something that could impact your decisions, from a mental or physical health condition to a change in your life at home, you can get in touch with our Wealth team who can better understand your situation and can offer support.

Fees

There's no fee to open a stocks & shares ISA or a general investment account.

There's also no fee to withdraw money from your investments. But ongoing fees and charges will apply.

Before investing, you can read the 'Costs and Charges' PDF, which has details of all fees and charges.

Frequently asked questions

You might also be interested in

 

Use our calculator to see how your investment could potentially grow over time and under different market conditions.

 

 

Things to consider if you're thinking about investing in the stock market.

 

We're here to help you start investing from £50.

 

 

Whether you've just arrived in the UK, or are planning a move to another country, our international banking services can help you feel at home wherever you are.

It's easy to answer your query online. Visit our Help page to find out how.