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Sustainable portfolios

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

Invest with a more sustainable aim

HSBC Global Strategy Sustainable Portfolios aim to include investments that have a higher ESG score and lower carbon intensity than their market average.

This means they aim to offer better environmental, social and governance scores than the average investment, and produce less carbon dioxide and other greenhouse gases (CO2e) per unit of activity.

Today we finance a number of industries that significantly contribute to greenhouse gas emissions. We have a strategy to help our customers to reduce their emissions and to reduce our own.

Remember, investing has its ups and downs – so you could get back less than you invest. Eligibility criteria and fees apply. Before you invest, make sure you have some money to fall back in case of any emergencies. This should ideally be 3-6 months of living costs.

Your chance to win £25,000

Invest £50 or more in a portfolio by 1 March 2024 – either online or via your mobile app – for the chance to win £25,000. Investing carries risk – so you could get back less than you invest.

T&Cs, eligibility criteria and fees apply.

Take a closer look

Mix of global investments

Each portfolio contains 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. 

Choose your risk level

Choose your risk level then rest easy knowing our specialists aim to keep your investments within it. 

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. 

What makes our portfolios sustainable?

Our investment specialists, HSBC Global Asset Management (UK) Limited, work out whether to invest in a company by scoring them against 3 sets of criteria – environmental, social and governance factors, known as 'ESG'.

  • Environmental – how the company impacts the environment. This includes carbon emissions, energy efficiency and its approach to climate change.
  • Social  – how the company supports its employees, clients and communities. This includes customer satisfaction, gender diversity, racial and social justice, alongside equality and inclusion. 
  • Governance – how the company is run. This includes responsible business ethics and culture, financial reporting and pay structure.

HSBC Global Asset Management use internal research and data from third-parties to ensure at least 70% of the net asset value of the portfolios are invested across assets they consider to be sustainable. However, they can't certify third-party ESG measurement criteria themselves. The portfolios also contain some assets they don't define as sustainable. 

You can see the ESG scores of each portfolio and their carbon footprint in the portfolio factsheet PDF.

Keep in mind, there's currently no standard definition of 'ESG and sustainable investing'. Other providers may define it differently to the way we do. This means that you may find it hard to compare investments on a like-for-like basis.

It's also important to note that:

  • the benchmarks for ESG and sustainable investments may be different to those of regular investments
  • an ESG or sustainable portfolio may produce different returns to those that don’t consider these factors
  • there’s no guarantee that investing in an ESG or sustainable portfolio will match your personal sustainability ambition

More reasons to invest

  • Start investing with £50
    Invest in a portfolio with £50 and choose to set up regular payments after your first investment.
  • Invest with an ISA
    Invest up to £20,000 per tax year with a stocks & shares ISA, without paying UK income or capital gains tax on any growth.
  • Make regular investments
    Set up regular payments from £50 per month after your first investment.
  • Your money’s not locked away
    You should aim to invest for at least 5 years. But if you need to, you can sell your investments and the money will usually be in your account within 4 business days.

The value of tax benefits will depend on your circumstances and tax rules may change in the future.

An award-winning way to invest

Invest straight through your app

We're delighted to be recognised with an 'Innovation in Digital Banking Award' for how we're helping our customers invest through our app. Why not try it for yourself?

Just open your app and scroll past your accounts. Then, select 'Investments' to get started.

The value of your investments can go up and down – so you could get back less than you invest.

Who can apply?

You can apply for a sustainable portfolio if:

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

Need support applying?

If you think you might need support before making an investment decision, we can help you get specialist investment support.

Ready to invest?

Here's how to get started:

1. Decide how you feel about risk

Select the portfolio with the risk level you're most comfortable with. Risk level 1 is the lowest and 5 is the highest. This indicates the investment's potential risk and reward. 

2. Choose which account you'd like to apply for

Select a stocks & shares ISA or a general investment account (GIA) to apply

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

 

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

 

Learn about sustainable investing and how you can aim to invest sustainably with HSBC. 

 

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. 

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