World Selection - Conservative Portfolio Institutional Accumulation

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 2 on the risk scale.

To achieve its objective, the Fund will invest a minimum of 70% 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 30% in bonds and cash. The asset allocation under typical market conditions will be Equities: 25%–45%, Bonds: 45%–75%, 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. The Fund's performance is actively managed in line with its risk profile, and derivatives may be used for efficient portfolio management and to reduce risk associated with currency exchange rate movements.

https://www.assetmanagement.hsbc.co.uk/en/institutional-investor/investment-expertise/multi-asset/world-selection