Investments

Selected Investment Funds

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HSBC's pick of investment funds

Investing can be a sensible and important part of an overall financial planning - but it can be an intimidating prospect. That's why HSBC have put together nine different investment funds for you to consider.

  • the funds invest in a diverse range of assets including stocks and shares and UK Government bonds
  • you can apply online today, so it's never been easier to invest with first direct.

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.

Any investment should be considered as a medium to long-term investment, that is, it should be held for at least five years.

The information on this website does not constitute advice.

If you decide to apply direct, that is without receiving advice, you should understand that we are not required to assess the suitability of these funds for you. Therefore you will not be protected by the FCA's rules on assessing suitability. Please note that first direct does not give investment advice. If any doubt about the suitability of this investment speak to an independent qualified financial advisor.

 

 

Come together

We've made it easy for you to transfer your ISAs from other providers into HSBC's Selected Investment Funds Stocks and Shares ISA - so you can manage and track your investments more easily.

Download an ISA Transfer Form

Learn more

Compare funds

Take a look at all the funds on offer and compare them to each other to make the best decision.

Find out more

Visit our guide

If you're unsure about something to do with investment funds then look through our guides page to find the answer.

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Investment Funds at a glance

HSBC offer nine different investment funds, including the HSBC World Selection portfolios. These funds are all available in a Selected Investment Funds ISA or Selected Investment Funds Plan, depending upon your preference. Each of the funds either aim for growth or to pay you an income by putting your money where it can work for you, and either way your investment will be actively managed by experts from some of the most respected and trusted names in the investments industry.

All of the investment funds offered from the Selected Investment Funds range are provided through HSBC Trust Company (UK) Limited who act as the account manager and ISA manager of the Selected Investment Funds Plan and Selected Investment Funds ISA. HSBC Trust Company (UK) Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.

The Key Investor Information Documents for the funds listed are provided for your information by the Fund Management Company administering the fund. HSBC Trust Company (UK) Limited is not responsible for the reliability or accuracy of the data provided by third parties.


Compare

HSBC FTSE 100 Index Fund

A fund that aims to provide long term capital growth by matching the return of the FTSE 100 index. The fund will invest in companies that make up the FTSE 100 index. It is classed within the high (adventurous) risk category (see explanation of risk ratings).

View Factsheet

Key Investor Information Document (income share class)

Key Investor Information Document (accumulation share class)

HSBC World Selection Cautious Portfolio

This fund aims to provide capital growth through cautious investment in a broad range of asset classes across global markets. The fund will invest primarily in collective investment schemes that in turn invest in fixed income securities, equities, property, commodities and derivatives. Typically the fund will have a bias towards asset classes that focus on fixed interest or absolute return strategies. It is classed within the low (cautious) risk category (see explanation of risk ratings).

However, as with any investment linked to the stockmarket, their value can go down as well as up and you could get back less than you put in.

Find out more about World Selection from HSBC

View Factsheet

Key Investor Information Document (income share class)

Key Investor Information Document (accumulation share class)

HSBC World Selection Balanced Portfolio

A fund that aims to provide capital growth through balanced investment in a broad range of asset classes across global markets. The Fund will invest primarily in collective investment schemes that in turn invest in fixed income securities, equities, property, commodities and derivatives. It is classed within the medium (balanced) risk category (see explanation of risk ratings).

However, as with any investment linked to the stockmarket, their value can go down as well as up and you could get back less than you put in.

Find out more about HSBC World Selection Balanced Portfolio

View Factsheet

Key Investor Information Document (income share class)

Key Investor Information Document (accumulation share class)

HSBC World Selection Dynamic Portfolio

A fund that aims to provide capital growth through dynamic investment in a broad range of asset classes across global markets. The fund will invest primarily in collective investment schemes that in turn invest in fixed income securities, equities, property, commodities and derivatives. Typically the fund will have a bias towards asset classes that focus on equity investment strategies. It is classed within the medium (balanced) risk category (see explanation of risk ratings).

However, as with any investment linked to the stockmarket, their value can go down as well as up and you could get back less than you put in.

Find out more about HSBC World Selection Dynamic Portfolio

View Factsheet

Key Investor Information Document (income share class)

Key Investor Information Document (accumulation share class)

HSBC Open Global Distribution Fund

A fund that aims to provide a high level of income by investing in a broad range of asset classes, across global markets. The fund invests primarily in collective investment schemes that in turn invest in fixed income securities, higher yielding equities, property, commodities and derivatives. It is classed within the low (cautious) risk category (see explanation of risk ratings).

However, as with any investment linked to the stockmarket, their value can go down as well as up and you could get back less than you put in.

View Factsheet

Key Investor Information Document (income share class)

Key Investor Information Document (accumulation share class)

JPM Emerging Markets Fund

A fund that aims to provide long term capital growth. The fund will invest primarily in equity and equity-linked securities of emerging markets companies. It is classed within the high (adventurous) risk category (see explanation of risk ratings).

View Factsheet

Key Investor Information Document (income share class)

Key Investor Information Document (accumulation share class)

JPM Global Equity Income Fund

A fund that aims to provide a portfolio designed to achieve high and rising income. The fund will invest globally, primarily in equities, in any economic sector whilst participating in long term capital growth. It is classed within the higher (adventurous) risk category (see explanation of risk ratings).

View Factsheet

Key Investor Information Document (income share class)

Key Investor Information Document (accumulation share class)

JPM Natural Resources Fund

A fund that aims to provide capital growth over the long term. The fund will invest primarily in the shares of companies throughout the world engaged in the production and marketing of commodities. It is classed within the higher (adventurous) risk category (see explanation of risk ratings).

View Factsheet

Key Investor Information Document (income share class)

Key Investor Information Document (accumulation share class)

Schroder Global Property Securities Fund

Before you apply

To apply for the Selected Investments Funds ISA and Selected Investment Funds Plan you must hold a first direct current account, our 1st Account.

Before you make any decisions, it's very important that you take some time to read the Selected Investment Funds Fund Insert , Key Features Document, Effect of Charges Insert , Change of Regulator Insert and Selected Investment Funds Terms and Conditions .

We also strongly recommend that you read the Key Investor Information Document for the fund that you wish to invest in. You can find links to the Key Investor Information Documents in the fund description sections above.

The Key Investor Information Documents for the funds listed above are provided for your information by the Fund Management Company administering the fund. HSBC Trust Company (UK) Limited is not responsible for the reliability or accuracy of the data provided by third parties.

Our downloads are in a PDF format. To read them you'll need to have Adobe Reader 4.0™ or above. It's free and you can get Adobe Reader here.

Before deciding which fund is more appropriate for you, it's worth asking yourself what features you're looking for. You'll find information about the level of risk involved with each here.

For a further explanation of these risks and yields please click here.

If we have not answered all your questions then please visit our Frequently Asked Questions (FAQ's) section. Alternatively call first direct on 08 456 100 104. Our opening hours are 0730-1700 Monday - Friday, 0800-1200 midday Saturday.

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Making the most of your ISA subscription

Any returns within an ISA are tax efficient because they are free from any personal liability to UK Income Tax and Capital Gains Tax. Bear in mind however the favourable tax status of ISAs may not be maintained in the future. The value of tax advantages depends on individual circumstances.

Because of their tax advantages ISAs are subject to annual subscription limits. The overall ISA subscription limit is £11,880 for Tax Year 2014/15. Up to £5,940 of this overall limit can be saved in a cash ISA with one provider. The remainder of the £11,880 can be invested in a stocks and shares ISA with either the same or another provider. Alternatively, the full £11,880 can be invested in a stocks and shares ISA with one provider.

ISA ALLOWANCE CHANGE

On 19 March 2014, the government announced an increase to the ISA allowance effective from 1 July 2014. The revised ISA limit of £15,000 for the 2014/15 tax year can be fully subscribed to a cash ISA, or stocks and shares ISA, or a combination of the two. Up until 1 July 2014, the current ISA limit and the rules on how you split your overall ISA allowance between a cash ISA and stocks and shares ISA remain in place. Also with effect from 1 July 2014, you will be able to transfer a stocks and shares ISA to a cash ISA.

 

Still can't find what you're looking for?

If you're looking for an alternative fund HSBC Bank plc offers a larger range of funds. You can find the full list of funds offered by HSBC here.

 

The value of investments and the income they generate can go down as well as up; you may not get back the full amount you invested. This may in part be due to exchange rate fluctuations where overseas investments are held.

Any investment should be considered as a medium to long-term investment, that is, it should be held for at least five years.

The value of the tax benefits described above depends on your individual circumstances. Tax rules may change in the future.

The information on this website does not constitute advice.

 

Looking for Investment Advice?

We can't give advice on the range of investment products we offer. However, if you plan to invest £50,000 or more as a lump sum and you don't need instant access to the funds, then we can introduce you to HSBC Premier Client Managers who can provide you with investment advice.

To arrange a personal review of your finances, simply call:

08 456 100 124.

Line are open:
8.00am to 10.00pm, Monday to Friday
9.30am to 7.00pm, Saturday and Sunday*

*excludes Christmas Day, Boxing Day and New Years Day.



Apply

 

How to apply for a
Selected Investment Funds ISA and/or a
Selected Investments Funds Plan

Already a customer?

Applying online for a selected Investment Funds ISA or Plan is easy and should take no more than 10 minutes.

Please make sure:
  • you have your 1st Account details to hand
  • you have your National Insurance number available (if applying for a Selected Investment Funds ISA).

Apply for a Selected Investment Funds ISA

Apply for a Selected Investment Funds Plan

Not yet a customer?

To open a Selected Investment Funds ISA and/or a Selected Investment Funds Plan you will also need to open a first direct 1st Account, our current account.

Learn more about the 1st Account

You can also talk to us anytime on:
0800 24 24 24

Before you apply, please read the following:

We also strongly recommend that you read the Key Investor Information Document*. Where a Key Investor Information Document is not currently available for a certain fund we have provided a Simplified Prospectus.

If you would like any help with your online application please call us on 08 456 100 124. Lines are open 8am to 9pm Monday to Friday, Saturday 9.30am to 7pm, Sunday closed (including Christmas Day, Boxing Day and New Year's Day).

Our downloads are in a PDF format. To read them you'll need to have Adobe Read 4.0™ or above - it's free and you can get Adobe Reader here.

* You will see that we have added links to the relevant Key Investor Information Document next to the description of each fund in the "Investment Funds at a glance" section. The Key Investor Information Documents are provided for your information by the Fund Management Company administering the fund. HSBC Trust Company (UK) Limited is not responsible for the reliability or accuracy of the data provided by third parties.