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 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?
Who can apply?
Mix of sustainable investments
Our portfolios contain a mix of sustainable 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 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.
How to apply
Choose the portfolio that best matches how you feel about risk, then let us know which investment account you'd like to apply for. You can choose to open a stocks & shares ISA or a general investment account (GIA).
Invest through your app
Or, if you're registered for mobile banking, you can apply and choose your investment account straight through the app.
What's a stocks & shares ISA or a general investment account (GIA)?
Risk level: 1 out of 5
The Cautious fund will be invested across global markets and typically the fund will have a bias towards asset types that focus on bonds.
Risk level: 2 out of 5
The Conservative fund will be invested across global markets and typically the fund will have a bias towards asset types that focus on bonds.
Risk level: 5 out of 5
The Adventurous fund will be invested across global markets and typically the fund will have a bias towards asset classes that focus on equities.
Frequently Asked Questions
Is sustainable investing the same as ethical investing?
How will the portfolio stay at my risk level?
What do you mean by assets, bonds and equity?
Can I invest in an ISA?
How long should I aim to invest for?
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.