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Freedom Funds

Freedom Funds

Get access to global opportunities

  • Create your own portfolio - from a range of funds like equities, bonds and specialist investments
  • Get investment expertise - Each fund is managed by HSBC Investments
  • Diversify your existing investments - complement your current investments with funds from markets you might not have considered before
  • Switch your investments for free - move your money between funds as conditions change, for up to six times a year
  • Choose from over 33 individual funds - from a range of regions
  • Greater choice - access a wider selection of mutual funds with HSBC
  • Pay a lump sum or invest monthly - start with a lump sum of GBP25, 000 or equivalent. Or pay a monthly minimum investment of GBP 500 or equivalent
  • Market - choose funds from both developed and emerging markets. Some focus on one country, others are spread throughout the globe. This can affect the level of volatility and potential for return
  • Currency - boost your investment value, by strategically using currency exposure
  • Fixed income
  • Equity funds
  • Bond funds
  • Other funds - go for a fund with an unusual amount of investment flexibility. It allows you to select both equities and bonds within the investment

Determine what kind of risk level you'll feel most comfortable with - see the tables below

Cautious investment

Asset type Proportion Examples of Freedom funds which might suit you
Fixed income 60% - Global Core Plus Bond
Equities 20% - UK Equity
- US Equity
Cash deposit 20%  

 

Moderate investment

Asset type Proportion Examples of Freedom funds which might suit you
Fixed income 35% - Global Emerging Markets Bond
- Euro Core Plus Bond
Equities 55% - HSBC Euroland Equity
- Indian Equity
Cash deposit 10%  


Aggressive investment

Asset type Proportion Examples of Freedom funds which might suit you
Fixed income 5% - HSBC Euro high yield Bond
Equities 90% - Indian Equity
- Chinese Equity
- US Equity
- Global ex Euroland Equity
Cash deposit 5%  

You can apply for HSBC Freedom Fund if:

  • You're an existing HSBC customer
  • You're a Non US nationals / Residents
Ready to apply? Have us call you

Terms and Conditions apply