Invest with a more sustainable aim
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, 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 '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 sustainable investments may be different to those of regular investments
- a sustainable portfolio may produce different returns to those that don’t consider these factors
- there’s no guarantee that investing in a sustainable portfolio will match your personal sustainability ambition
More reasons to invest
Start investing with £50Invest in a portfolio today with £50.
Invest with an ISAInvest up to £20,000 this tax year with a stocks & shares ISA, without paying UK income or capital gains tax on any income or growth.
Make regular investmentsSet up regular payments from £50 per month after your first investment.
Your money’s not locked awayYou 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.
Who can apply?
You can apply for a sustainable portfolio if:
Ready to invest?
Here's how you 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
What's a stocks & shares ISA or a general investment account (GIA)?
What do we mean by 'risk level'?
What does it cost?
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.
Risk level: 1 out of 5
The Cautious fund is invested across global markets with a strong bias towards bonds.
Risk level: 2 out of 5
The Conservative fund is invested across global markets with a bias towards bonds.
Risk level: 3 out of 5
The Balanced fund is invested across global markets with a spread of asset types.
Risk level: 5 out of 5
The Adventurous fund is invested across global markets with a strong bias towards equities.
Frequently asked questions
How does HSBC work out whether to invest in a company?
How will the portfolio stay at my risk level?
What do we mean by assets, bonds and equities?
How do I manage my portfolio?
You might also be interested in
The HSBC Global Strategy Portfolios contain a mix of investments that are managed on your behalf.
What is sustainable investing?
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.