HSBC Balanced Fund Institutional Accumulation

The HSBC Balanced Fund aims for long-term growth and income by investing globally in a diverse mix of assets. Its portfolio includes a range of equities, bonds, property, hedge funds, and cash. At least 70% of the fund is invested in various other funds, preferably those managed by HSBC, while up to 30% is directly allocated to individual shares, bonds, and cash. Typically, the fund's investments are distributed with 50% to 80% in equities, 15% to 50% in bonds, and up to 30% in other asset types, adjusting these allocations as needed to achieve its objectives over a period of five years or more.