Managed portfolios combine the experience of investment professionals with access to leading investment advisors from around the globe, and provide a professionally managed portfolio of primarily HSBC Funds tailored to suit individual investment needs.
Defined by investment styles suitable for conservative to aggressive investors, each of the managed portfolios is available in USD and offers tactical asset allocation and strategic rebalancing.
|Prospectus||Description||Minimum investment||Subsequent transactions||Next steps|
|Income & Growth - USD (pdf, 53kb)||For investors seeking modest capital appreciation where higher income is generated and reinvested. Investors in this portfolio will have moderate time horizon or a low tolerance for risk.||USD $200,000||USD $10,000||
|Balanced - USD (pdf, 53kb)||For investors seeking relatively stable returns and a lower level of income is generated. Investors in this portfolio will have a higher risk tolerance and/or a longer time horizon than the Income & Growth.||USD $200,000||USD $10,000||
|Capital Growth - USD (pdf, 53kb)||For investors seeking stronger capital growth with low emphasis on reinvesting income. Investors in this portfolio will have a relatively high tolerance for risk and a longer time horizon.||USD $200,000||USD $10,000||
|Strategic Equity - USD (pdf, 53kb)||For equity investors seeking aggressive capital growth. Investors in this portfolio will have a high tolerance for risk and a long-term investment horizon.||USD $200,000||USD $10,000||
Tactical asset allocation
An active management portfolio strategy that rebalances the percentage of assets held in various categories in order to take advantage of market pricing anomalies or strong market sectors. This strategy allows portfolio managers to create extra value by taking advantage of certain situations in the marketplace. It is a moderately active strategy since managers return to the portfolio's original strategic asset mix when desired short-term profits are achieved.
The process of realigning the weightings of one's portfolio of assets. For example, if your portfolio's proportion of stock has grown too large for your intended assets weightings and risk tolerance, you might rebalance by selling some stock and putting it into cash or bonds.
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