Our Single-Asset Solutions

Single asset portfolios are available if you wish to focus on a specific asset class or strategy. You have the choice of using HSBC’s expertise in globally- or regionally-biased equity and fixed income markets, or a carefully chosen portfolio of third-party managers that specialise in a particular market or strategy.

Our products

These strategies are designed to create value through security selection undertaken by our teams of investment professionals located around the world, offering institutional quality research and risk management to Private Banking clients. These strategies are available on a standalone basis, or as building blocks to create a customised portfolio with an asset allocation that is designed to meet your investment objectives.

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Equities HSBC managed Non-HSBC managed
Global programmes
Global equity
Global equity high dividend
Global managed volatility equities
Regional & market specific programmes
Asia equity
China equities
Emerging market equities
Emerging markets high conviction equity
Europe ex-UK equity
Japanese equities
Pacific basin ex-Japan equities
Pan-European equity
Pan-European smaller companies equities
UK high conviction equity
UK equities
US equities
US equity high dividend equity
US large companies equities
US smaller companies equities
Fixed income HSBC managed Non-HSBC managed
Global programmes
Global fixed income
Global fixed income freestyle
Global fixed income high yield
Global fixed income investment grade
Global opportunities fixed income
Global short-dated fixed income
Global short-dated investment grade
Regional & market specific programmes
Asian high yield
Emerging & developing market high income
Emerging market freestyle
Emerging market investment grade
Emerging market fixed income
Euro Credit Fixed Income
Euro Government Bond FI
Hong Kong short-dated fixed income
Sukuk
UK core fixed income
US core fixed income
US high yield fixed income

Risk warning

  • It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested
  • The investment is subject to normal market fluctuations and there can be no assurance that an investment will return its value or that appreciation will occur
  • Liquidity constraints where subscriptions and redemptions are not available daily, or where lockups apply, mean that investors are subject to market risk during interim pricing periods and may not be able to access funds on short notice
  • There is a greater risk associated with emerging markets. Liquidity may be less reliable and price volatility may be higher than that experienced in more developed economies. This may result in the fund suffering sudden and large falls in value
  • Funds with a single sector focus will typically be more volatile than funds which invest broadly across markets
  • Funds with a single country focus will typically be more volatile than funds which invest broadly across markets and geographies
  • Region-specific funds have a limited investment scope and are susceptible to a decline in the region in which they invest. Therefore, these funds may be more risky than those which invest more broadly across markets and geographies
  • Countries where political leadership is either unstable or where it exerts a very strong influence on markets and business practices may be subject to greater volatility. Political risk may include potential for currency controls which would disrupt efficient financial markets
  • Limited transparency is typically a feature of both hedge funds and funds of funds. Funds of funds rely on underlying managers’ allocations and holdings may be less transparent than in single manager long-only funds. Furthermore, hedge funds in particular may have highly tactical investments along with less frequent and less stringent reporting requirements which does not provide investors with a picture of holdings on any given day
  • Currency may have either a direct or indirect effect on individuals’ investments. Where the reference currency is different from the reporting currency, foreign exchange movements will directly impact the value of the holdings. Currency will indirectly impact the value of the underlying investments as foreign exchange movements strongly influence the market economy and the competitiveness of both domestic and international companies. Funds which try to hedge to a reference currency can mitigate the direct impact of currency movements but cannot completely isolate the indirect effects of foreign exchange movements
  • Where investment decisions are made by an individual or a very small team, the potential loss of any one individual represents a significant risk to the ongoing viability of the fund
  • Passive Index funds are designed to track the reference index before fees and expenses. However, these funds may deviate from the index depending on several factors including: how fully the fund replicates the index, if the makeup of the index changes and if dividends are not fully captured
  • Smaller Company Risk – Small companies may be less liquid than larger companies and therefore price movements in securities of smaller companies may be more volatile and involve greater risk

Legal Information

The information on this site refers to services or products which are not available in certain locations, or which, in any relevant location, may have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Please contact a Relationship Manager for details of services and products that may be available to you.

The use of the label ‘HSBC Private Bank’, ‘we’, or ‘us’ refers to HSBC’s worldwide private banking business, and is not indicative of any legal entity or relationship.

This information is entirely qualified by reference to the terms and conditions of the specific service, if any, provided by the relevant HSBC company.

Nothing here is to be deemed an offer, solicitation, endorsement, or recommendation to buy or sell any general or specific product, service or security and should not be considered to constitute investment advice.

Please note that HSBC Private Bank does not provide Legal and Tax Advice.

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