HSBC Global Strategy Balanced Portfolio Accumulation CTF

The Fund aims to provide growth in line with its risk profile in the long term, which is a period of 5 years or more. It is one of a range of actively managed Global Strategy Portfolios offered at five different risk levels, rated as 3 out of 5.

To achieve its objective, the Fund will invest a minimum of 70% in other funds, including funds that track market indices. These funds will invest in a range of asset types such as equities, bonds, and property across global markets. The asset allocation under typical market conditions will be: Equities 45-70%, Bonds 20-55%, Other asset types including cash 0-25%.

The Fund may invest up to 30% directly in asset types such as bonds and cash. While the Fund aims to maximize returns in line with its risk profile, potential returns may be limited by the risk profile of the Fund. Additionally, the Fund may use derivatives for efficient portfolio management and to reduce risk associated with currency exchange rate movements.

https://www.assetmanagement.hsbc.co.uk/api/v1/download/document/gb00b537r786/gb/en/kiid