Investments

HSBC World Selection

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A global outlook - with a local perspective

You can purchase World Selection Portfolios from HSBC within our Selected Investment Funds range. You'll find more information about the various funds in the portfolio below.

As a global business with specialist investment knowledge HSBC is well placed to offer portfolios that are diversified across the world's markets. And as part of HSBC Group, first direct has the advantage of being able to tap into that expertise with HSBC's World Selection Portfolios.

HSBC's World Selection Portfolios invest in markets all over the world - so you're not reliant on the economic success of just one country. HSBC go to great lengths to find the best investment experts - with a detailed knowledge of the markets they operate in. Added to that HSBC also ensure that no matter where in the world your money is invested, they'll be monitoring the markets - and aiming to secure a return on your investment whilst maintaining a low to medium investment whilst staying within the risk category we give to each portfolio.

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.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them 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.

 

HSBC World Selection Portfolios

 

View the demo's transcript

HSBC World Selection portfolios TV Advert Video Transcript

We open on a pig. The pig is snuffling around the base of a tree in the early morning light. It leaves this tree and snuffles under a second tree nearby.

VO: In Italy, for centuries pigs have been used to unearth valuable truffles...

We cut wide to see that the pig is on a farm in rural Italy. The old farmer walks past the pig with a shake of his head as he takes his dog out on a lead. We cut to the farmer and his dog in the beautiful Italian woodland. The dog runs from oak tree to oak tree, sniffing at the roots.

VO: ...but the pigs often ate the truffles, so now local experts use trained dogs.

Suddenly excited, she starts digging through the leaves and topsoil with her nose and paws. The farmer pulls her away - she has unearthed a large truffle. He digs around the valuable fungus and gently lifts it from the soil. It's a prize specimen. We cut to a close up on the farmer's gnarled hands holding the valuable truffle.

VO: At HSBC, we use local experts to unearth valuable investment opportunities from around the world.

We cut to the farmer and dog arriving back at the farm; his wife comes to greet him. We cut to the pig, who is rolling around in the mud. We cut to the HSBC end sequence and title: HSBC World Selection Investment Portfolios The World's Local Bank.

VO: HSBC World Selection Investment Portfolios

 

HSBC World Selection at a glance

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.

Fund Factsheet

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.

Fund Factsheet

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.

Fund Factsheet

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.

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.

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About HSBC World Selection


Globally diverse investments

We've brought global investing down to earth.

A globally-diversified investment means that you have access to a wider range of investment opportunities, meaning that you may not need to be reliant on the economic success of just one country. Risk and return vary from region to region, whether that's in emerging or developed markets. World Selection from HSBC diversifies your investment across these markets and regions from around the globe, bringing you access to investment opportunities including some that are normally only available to those investing extremely large amounts of money.

Through its global team of analysts and selected fund managers, HSBC keeps its finger on the pulse of the world's markets. When Tokyo closes, New York is opening. When London is winding down for the day, Sao Paulo is gearing up for business. Wherever in the world your investments may be, HSBC always has local experts close to hand and ready to react on your behalf.

The value of most 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.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

HSBC's investment experts aim to build portfolios that balance these risks in order to achieve and maintain the overall intended risk profile for each portfolio. However, investments in different types of assets and different countries carry different types and levels of risk. For example, the value of overseas investments will vary due to changes in exchange rates. Investments in emerging markets can be subject to additional risks, for example, they can be far more volatile than investments in developed markets such as the UK, with an increased risk of capital loss.

Keeping your investments diversified

World Selection from HSBC is diversified across many investment types (such as bonds, equities, cash, commodities and private equity), across many types of investment style and across many different investment managers, which can help reduce the risk you have to take to grow your money.

The value of most 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.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

HSBC's investment experts aim to build portfolios that balance these risks in order to achieve and maintain the overall intended risk profile for each portfolio. However, investments in different types of assets and different countries carry different types and levels of risk. For example, the value of overseas investments will vary due to changes in exchange rates. Investments in emerging markets can be subject to additional risks, for example, they can be far more volatile than investments in developed markets such as the UK, with an increased risk of capital loss.

Hand-picked local specialists in the markets that count

HSBC goes to great lengths to find the best investment experts, with a detailed knowledge of the markets they operate in. Using their skill and judgement, we believe they're better placed to find investment opportunities that others might not discover.

The value of most 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.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

Tax efficient investing

When you're putting your hard-earned cash into savings and investments, you want to get the most out of your money. A great way to do this is to take advantage of your ISA allowance.

Individual Savings Account (ISA)

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.

The value of most 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.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

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

 

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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.