HSBC World Selection - Cautious Portfolio Income Institutional

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 World Selection Portfolios offered at five different risk levels, rated as 1 on the risk scale.

To achieve its objective, the Fund will invest a minimum of 50% of its value in other funds that invest in a range of asset types such as equities, bonds, property, derivatives, and cash. The Fund will be invested across global markets with a bias towards bonds, and may also directly invest up to 50% of its value in bonds and cash. The asset allocation under typical market conditions will be Equities: 7.5%-27.5%, Bonds: 65%-95%, Other asset types, including cash: 0%–30%.

The Fund may not be appropriate for investors who plan to withdraw their money within a period of 5 years. Additionally, the Fund may use derivatives for efficient portfolio management purposes, including hedging, and to reduce the risk associated with movements in exchange rates.

https://www.assetmanagement.hsbc.co.uk/api/v1/download/document/gb00bfd1k042/gb/en/kiid