• HSBC Global Strategies will have three risk profiles

• Independent survey states that 92% of IFAs said that the ability to match a portfolio to client risk profiles was an important feature in a multi asset fund

• 74% stated that they looked at multi asset funds for their ability to offer lower fund fees

• 88% said that multi asset solutions allowed them to simplify the financial advice process for their clients.

HSBC Global Asset Management has strengthened its multi asset range by rolling out three HSBC Global Strategy Funds to the UK market. These funds: HSBC Global Strategy Cautious Portfolio, HSBC Global Strategy Balanced Portfolio and HSBC Global Strategy Dynamic Portfolio aim to provide investors with a highly cost-effective core investment solution specifically tailored to their risk appetite.

The funds are invested across a number of asset classes and global regions and are managed using an active asset allocation approach. The ongoing charges (OCF) are targeting between 0.17% and 0.20% with the focus on using passive investment vehicles that help keep the OCF at these levels.


Phil Reid, Head of Wholesale UK, HSBC Global Asset Management, commented:

Our recent independent market research has told us that over 90% of IFAs look to multi asset funds to meet their clients risk profile, and 74% look to multi asset funds as a cost-efficient investment solution.

“Our multi asset fund range fund range uses an active asset allocation process to identify what we believe are each fund’s optimal exposures to equities, bonds and property securities, across both developed and emerging markets. This process is re-run at least every three months. Shorter term views can be reflected in the portfolios through tactical asset class weight adjustments. Portfolio holdings are monitored on a daily basis.

“We believe that the range fits well with clients’ requirements for simple cost-effective products that provide risk-focused asset allocation across global markets. All this is from one of the most experienced multi asset investment teams in the industry and a well-recognised provider of active and passive funds.”

The HSBC Global Strategy Funds will be available from 16th October 2015 through all major platforms, including Fidelity’s FundsNetwork, Old Mutual Wealth and CoFunds.

About the funds:

HSBC Funds

About HSBC Global Asset Management:

HSBC Global Asset Management has a strong background in managing multi asset funds, having done so for the past 20 years. The company has over USD474bn of client assets under management, with £60bn in multi asset products globally (as at 10 September 2015). Our capabilities in this area are supported by a dedicated global research platform comprising over 500 investment professionals.

About the survey:

The survey was carried out with 200 UK IFAS between 13 July and 28th August 2015 by Citywire Financial Publishers Limited.

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