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Regular portfolios

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

Take the hassle out of investing

New to investing, or just looking for a more convenient way to invest? Choose an HSBC regular portfolio – a fund with a mix of investments that's managed on your behalf. Each ready-made portfolio has a different level of risk and expected reward. Just select your preferred level of risk and our team of experts will take care of the rest.

Before you invest, you should first build up some money to fall back on so that you're less likely to dip into your investment to cover for anything unexpected. This should ideally be 3-6 months of living costs.

Remember, investing has its ups and downs and – so you could get back less than you invest.

Why invest in a regular portfolio?

  • Start investing with £50 and choose to set up regular payments after your first investment
  • Join almost 300,000 people in the UK who are already investing with us
  • Get the most out of your investment with a tax-efficient stocks & shares ISA, or open a general investment account (GIA) for your portfolio

Keep in mind, tax benefits will depend on your circumstances and tax rules may change in the future.

Who can apply?

You can invest in a regular 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

Take a closer look

Mix of global investments

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

Managed by specialists

Your portfolio will be managed by our investment specialists. Just choose your preferred level of risk and they'll take care of the rest. 

Easy access to your money

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

Invest in a few steps

You can invest here on the website or from your app. Then, track and manage your portfolio in the app, wherever you are. 

Ready to start investing?

Select the portfolio with the risk level you're most comfortable with: (1) Cautious, (2) Conservative, (3) Balanced, (4) Dynamic or (5) Adventurous. Risk level 1 is the lowest and 5 is the highest. This indicates the investment's potential risk and reward.

Then, decide which investment account you'd like to apply for – a stocks & shares ISA or a general investment account (GIA).

The charts are correct as of 30 November 2022. For more information on the latest make-up of the portfolios, you can read the relevant 'Factsheet' PDF.

Frequently asked questions

You might also be interested in

 

HSBC Global Strategy Sustainable Portfolios aim to be a more sustainable way to invest than our regular portfolios.

 

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

 

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

 

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

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