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Sustainable portfolios

Invest in our socially-responsible funds

Investing for a brighter future

Choose from our range of ready-made sustainable investment portfolios to find the one that could suit you. The HSBC Global Sustainable Portfolios have different levels of risk, but all contain a mix of global investments.

We use the environmental, social and governance (ESG) framework to ensure that we work with companies that are doing more to tackle these issues.

To work out the level of a company's sustainability, we use use independent data and our own research. Our portfolios are weighted towards companies that strive to make the world a better place. 

Remember the value of investments can go down as well as up, so you may not get back what you invest.

Why invest in a sustainable portfolio?

  • Be confident that your money is behind companies trying to make a difference

  • Start with as little as £100

  • Use a stocks & shares ISA or a General Investment Account for your portfolio

  • Set up regular investments from £50 per month after your first investment

Who can apply?

You can invest in one of our sustainable portfolios 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 or green card holder)
  • you've got at least £100 to invest

Get £100 cashback when you start investing with HSBC

Invest £4,000 or more and we’ll give you £100 within 60 days of opening your account. Just choose the fund that’s right for you and we’ll take care of the rest. Capital at risk. Eligibility criteria and T&Cs apply.

Take a closer look

Mix of sustainable investments

Our portfolios contain a mix of investments from over 50 different countries, giving you access to a world of opportunities.

Choice of risk level

You decide the amount of risk that you're comfortable with. A fund manager aims to keep it at that level, so there's less to think about.

Easy access to your money

Your money isn't locked away, you can withdraw it at any time - without paying an exit fee. But you should look to invest for at least 5 years to give it the chance to recover from any dips.

Managed by specialists

HSBC Global Asset Management will manage your portfolio on your behalf. They'll aim to get you the best returns and make sure it stays at the same risk level.

What makes our portfolios sustainable?

Our sustainable portfolios are a ready-made mix of global investments that have been carefully selected by the investment management team.

The sustainable portfolios aim to invest in companies with a higher ESG score average and a lower carbon footprint than the market. So, you can be confident that your money will have more of a positive impact. Plus, companies with a high ESG score are more likely to thrive and have long-term performance success.

You can read more about these ESG metrics in the portfolio factsheets below.

Our portfolios

Our sustainable portfolios are accumulation funds, which means that any income will be reinvested within the fund. This gives your investment the potential to grow.

Each portfolio has a risk level rated 1 to 5, where 1 is a lower level of risk and 5 is a higher level of risk. This indicates the amount of potential return on your investment and the risk of investment loss. Choose the one that best matches how you feel about risk.

The make-up of the portfolios below are correct as of 30 April 2021. Read the portfolio factsheets for the current composition and the costs and charges document to find out more about the fees involved.

 

Conservative

Balanced

Dynamic

Adventurous

Frequently Asked Questions

Investment advice

We can't provide advice for our sustainable portfolios. You choose the risk level that you're comfortable with, and HSBC Global Asset Management will manage your portfolio for you.

We do offer online investment advice for our regular funds, if you're unsure which level of risk is right for you. Fees and eligibility criteria apply.

You might also be interested in

 

Learn more about what it means and what it could mean for you.

 

Get more familiar with how to invest and the different options available.

 

Take a look at our carefully selected funds from HSBC and other fund managers.

 

Already a confident investor? We've got over 400 funds to choose from in our Global Investment Centre.

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