Investments

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Find the funds that work for you

To help you decide which fund or selection of funds are right for you, we've summarised the key features of each fund in the tables below. Remember, you don't need huge amounts to invest in a Selected Investment Funds ISA or Selected Investment Funds Plan. Lump sum investments start from as little as £1,000 or you can invest monthly by direct debit from £50 per month.


Group/Investment
Does the fund aim to deliver income or growth Account Fee Annual management charge Other Expenses Fund Factsheet Key Investor Information Document Key Investor Information Document Risk Rating
HSBC FTSE 100 Index Fund Growth 0.25% 0.10% 0.07% View Factsheet Income share class Accumulation share class 6
HSBC World Selection
Cautious Portfolio
Growth 0.25% 0.55% 0.61% View Factsheet Income share class Accumulation share class 3
HSBC World Selection
Balanced Portfolio
Growth 0.25% 0.55% 0.69% View Factsheet Income share class Accumulation share class 4
HSBC World Selection
Dynamic Portfolio
Growth 0.25% 0.55% 0.74% View Factsheet Income share class Accumulation share class 5
HSBC Open Global Distribution Fund Income 0.25% 0.55% 0.79% View Factsheet Income share class Accumulation share class 4
JPM Emerging Markets Fund Growth 0.25% 1.00% 0.18% View Factsheet Income share class Accumulation share class 7
JPM Global Equity Income & Growth 0.25% 0.75% 0.18% View Factsheet Income share class Accumulation share class 6
JPM Natural Resources Fund Growth 0.25% 0.75% 0.18% View Factsheet Income share class Accumulation share class 7
Schroder Global Property Securities Fund Growth 0.25% 0.75% 0.17% View Factsheet Income share class Accumulation share class 6

* The historic yield reflects distributions declared over the past 12 months as a percentage of the mid-market unit price, as at the date shown. It does not include any preliminary charge and investors may be subject to tax on their distributions. The level of yield is not guaranteed and may rise or fall in the future. Source: Funds Library.

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What is the 'yield'?

The yield is a general term for the rate of income from an investment, expressed as an annualised percentage and based on its current capital value. Yields are normally quoted at a net rate - (net of tax within the fund and paid out of standard rate tax, higher rate taxpayers have an additional liability).


Historical performance

The information in the table below refers to past performance - but past performance is not a reliable indicator of future results. The value of investments, and any income from them can go down as well as up, so you may not get back as much as you put in.

Investments 01/03/2013 to 28/02/2014
Return
01/03/2012 to 28/02/2013
Return
01/03/2011 to 28/02/2012
Return
01/03/2010 to 28/02/2011
Return
01/03/2009 to 28/02/2010
Return
HSBC FTSE 100 Index Fund 10.86 11.40 2.73 15.88 43.70
HSBC World Selection Cautious Portfolio 2.32 6.66 4.80 5.31 8.08
HSBC World Selection Balanced Portfolio 8.25 9.81 0.69 10.67 21.31
HSBC World Selection Dynamic Portfolio 9.32 10.92 -1.48 12.85 29.01
HSBC Open Global Distribution Fund 5.20 12.24 3.68 9.72 25.96
JPM Emerging Markets Fund -16.94 6.68 2.24 10.74 70.18
JPM Global Equity Income Fund 16.94 12.67 -2.66 14.78 35.23
JPM Natural Resources Fund -16.06 -26.29 -13.41 38.60 90.28
Schroder Global Property Securities Fund -7.69 20.29 3.46 17.65 68.44

12 month total return % (bid to bid), net income reinvested.

Source: Copyright© 2011 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising form any use of this information.

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.

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.

The information on this website doesn't constitute financial advice.

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.

FTSE® is a trademark of the London Stock Exchange Limited and the Financial Times Limited and is used by FTSE International Limited under license. The FTSE 100 Index is calculated by FTSE International Limited in conjunction with the Institute of Actuaries and the Faculty of Actuaries. FTSE International Limited does not sponsor, endorse or promote our products.

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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.