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Accumulation funds

If you buy accumulation units, the income is reinvested within the fund meaning your investment could be more likely to grow in value over time.

HSBC Global Strategy Cautious Portfolio

The aim of the Fund is to provide capital growth through diversified investment across global markets with a bias towards fixed interest securities (fixed interest securities, including bonds and gilts, are a type of loan taken out by companies and governments that pay interest). This in an accumulation fund.

Risk and reward category: 3

On a scale from 1 to 7, where 1 is lower risk with potentially lower rewards and 7 is higher risk with potentially higher returns.

Total costs: 0.45% per annum

Correct as of 2 November 2020. Find out more about costs & charges.

More about this fund

To see this fund’s top 10 holdings, plus a breakdown of its fees and past performance, take a look at the fund factsheet.

Already have a stocks & shares ISA for this tax year? Invest via a general investment account (GIA).

HSBC Global Strategy Balanced Portfolio

The aim of the Fund is to provide capital growth through diversified investment across global markets with a bias towards equities (shares of companies). This in an accumulation fund.

Risk and reward category: 4

On a scale from 1 to 7, where 1 is lower risk with potentially lower rewards and 7 is higher risk with potentially higher returns.

Total costs: 0.49% per annum

Correct as of 2 November 2020. Find out more about costs & charges.

More about this fund

To see this fund’s top 10 holdings, plus a breakdown of its fees and past performance, take a look at the fund factsheet.

Already have a stocks & shares ISA for this tax year? Invest via a general investment account (GIA).

HSBC Global Strategy Conservative Portfolio

The aim of the Fund is to provide capital growth through diversified investment across global markets with a bias towards fixed interest securities (fixed interest securities, including bonds and gilts, are a type of loan taken out by companies and governments that pay interest). This in an accumulation fund.

Risk and reward category: 4

On a scale from 1 to 7, where 1 is lower risk with potentially lower rewards and 7 is higher risk with potentially higher returns.

Total costs: 0.51% per annum

Correct as of 2 November 2020. Find out more about costs & charges.

More about this fund

To see this fund’s top 10 holdings, plus a breakdown of its fees and past performance, take a look at the fund factsheet.

Already have a stocks & shares ISA for this tax year? Invest via a general investment account (GIA).

HSBC Global Strategy Adventurous Portfolio

The aim of this fund is to provide capital growth through cautious investment in a broad range of asset classes across global markets, with a bias towards equities (shares of companies). This in an accumulation fund.

Risk and reward category: 5

On a scale from 1 to 7, where 1 is lower risk with potentially lower rewards and 7 is higher risk with potentially higher returns.

Total costs: 0.58% per annum

Correct as of 2 November 2020. Find out more about costs & charges.

More about this fund

To see this fund’s top 10 holdings, plus a breakdown of its fees and past performance, take a look at the fund factsheet.

Already have a stocks & shares ISA for this tax year? Invest via a general investment account (GIA).

HSBC Global Strategy Dynamic Portfolio

The aim of the Fund is to provide capital growth through diversified investment across global markets with a bias towards equities (shares of companies). This in an accumulation fund.

Risk and reward category: 5

On a scale from 1 to 7, where 1 is lower risk with potentially lower rewards and 7 is higher risk with potentially higher returns.

Total costs: 0.49% per annum

Correct as of 2 November 2020. Find out more about costs & charges.

More about this fund

To see this fund’s top 10 holdings, plus a breakdown of its fees and past performance, take a look at the fund factsheet.

 

Already have a stocks & shares ISA for this tax year? Invest via a general investment account (GIA).

Discover our full shortlist

Our fund shortlist features a range of ready-made portfolios from HSBC and other carefully-selected fund managers. All you need to do is choose one that meets your preferred level of risk.

The funds on the shortlist are multi-asset funds, meaning they contain a mix of different investments. They are all managed by investment professionals with the aim of making your money work harder for you over the long term.

Bear in mind, the value of investments and any income they generate can go down as well as up, meaning you may not get back what you invest. You can access your money if you need to, however you should aim to invest for at least 5 years.

All our funds are offered without investment advice. If you’re not sure about investing or how much risk you’re comfortable with, you could visit our article hub to find out more. Or you may want to explore our investment advice options.

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