6
HSBC Managed Solutions Asia Focused Series • Asia Focused – Conservative • Asia Focused – Income • Asia Focused – Growth
HSBC Managed SolutionsAsia Focused Series
• Asia Focused – Conservative• Asia Focused – Income• Asia Focused – Growth
HSBC GIF = HSBC Global Investment Funds.# For illustrative purposes only. The asset classes and their allocations may be changed from time to time without notice. ^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited. *Indicative portfolios as at end January 2013. The portfolio details are for illustration purposes only and the actual universe and allocation may differ. †Source: HSBC Global Asset Management, as at 31 January 2013. Percentage may not add up to 100 due to rounding.
The HSBC GIF Managed Solutions – Asia Focused series targets long-term growth, through active, flexible asset allocation, in a diversified portfolio of equity and fixed income securities, of which minimum 70% will be invested in Asia ex-Japan region. These portfolios are not constrained by static allocations, and can significantly change their composition should attractive investment opportunities arise.
Key reasons for exposure to Asian assets:
Home bias – higher comfort level for local investors and clearer understanding of risk and return
Strong growth drivers – pro-active government policy, rising corporate profits, low default and interest rates, rising GDP growth to support performance of Asian assets
Ample investment opportunities – historically low Asian equity valuations and robust fundamentals for Asian bonds indicate potential to unlock long-term value
HSBC GIF Managed Solutions – Asia Focused Series
With the HSBC GIF Managed Solutions – Asia Focused Series, investors can choose a vehicle that captures the investment opportunities in the world’s fastest growing region, which is customised to their risk tolerance level.
^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited.
Suitable investors:The Funds may be suitable for investors whom:
have a clear understanding of the risk profiles from conservative to aggressive and wish to choose corresponding diversified investment solutions
are comfortable investing across asset classes and primarily on Asian assets
look for investment expertise in flexible asset allocation that aims to maximise risk adjusted returns over the long term
desire varying degrees of stable to moderate capital growth with potential income, depending on their risk profile and appetite
Potential risks Bond investments may involve interest rate, credit, liquidity, default, derivative risks and any combination of these and other risks
Equity investments may be affected by global economic environment and fluctuating economic data, as well as government policy and macro risks
Exposure to emerging markets involves a greater risk of loss than exposure to more developed markets due to greater political, economic and regulatory risks
The Funds may be affected by changes in exchange rates between base currency and other currencies or exchange control regulations
Changes in interest rate and government policies could also be additional macro risks
Characteristics#:
HSBC risk level^: 3 At least 70% invested in Asia ex-Japan asset classes (USD and
local currency) for income and growth Up to 70% in Asian investment-grade bonds for diversified
source of return while smoothening portfolio volatility Invest up to 20% in REITs and emerging market debt for yield
and growth Ability to invest across asset classes and globally to capture
income and growth opportunities
Suitable investors
Moderate investors who primarily seek income and potential growth, mostly from Asian assets
Current portfolio†
Characteristics#:
HSBC risk level^: 4 At least 70% invested in Asia Pacific ex-Japan asset classes
(USD and local currency) Up to 100% equity exposure
Ability to invest across asset classes and globally, to capture high growth opportunities
Suitable investors
Aggressive investors who seek equity like returns and high growth opportunities in Asia, whilst preferring to remain diversified across asset classes
Indicative portfolio*
Asian investment-grade bonds 15%
Asian local currency bonds 10%
Asian equity 75%
HSBC GIF Managed Solutions - Asia Focused Income
HSBC GIF Managed Solutions - Asia Focused Growth New
Asian investment grade bond 34%
Asian high yield bond 13%Asian local
currency bond 15%
GEM local debt 10%
Asian high dividend equity 23%
Cash, govt bonds 5%
HSBC GIF Managed Solutions - Asia Focused Conservative
Characteristics#:
HSBC risk level^: 2
Can invest in Asian equities when opportunities arise
Up to 85% in government bonds, and up to 70% in Asian investment-grade bonds to capture diversified source of growth while smoothening portfolio volatility
Flexible use of cash for risk management purposes
Suitable investors
Cautious investors who participate in the Asia growth opportunities with relatively low volatility
Indicative portfolio*
Asian investment-grade bonds 40%
Asian equities 16%
Cash 44%
New
Risk level^
Potentialreturn (%)
Asia Focused GROWTH
2 3 4
Asia Focused INCOME
Asia Focused CONSERVATIVE
Target customers
Conservative Low tolerance of risk
Balanced to aggressive Higher tolerance of risk
Conservative to balanced Moderate tolerance of risk
C30572 299057 HSBC MNG Solutions (HK).ai 1 4/4/13 11:57 AMC30572 299057 HSBC MNG Solutions (HK).ai 1 4/4/13 11:57 AM
Fund details
* Dividend is not guaranteed and may be paid out of capital which will result in capital erosion and reduction in net asset value. ^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited.
This document is prepared for general information purpose only and the opinions expressed are subject to change without notice. The opinions expressed herein should not be considered to be a recommendation by HSBC Global Asset Management (Singapore) Limited to any reader of this material to buy or sell securities, commodities, currencies or other investments referred to herein. It is published for information only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this document. Investors may wish to seek advice from a financial adviser before purchasing units in the fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the fund in question is suitable for him.
The past performance of any fund and the manager and any economic and market trends/forecast are not necessarily indicative of the future or likely performance of the fund. Value of investment and units may go down as well as up, and the investor may not get back the original sum invested. Investors and potential investors should read the Singapore prospectus (including the risk warnings) which is available at HSBC Global Asset Management (Singapore) Limited or its authorised distributors, before investing. Changes in rates of currency exchange may affect significantly the value of the investment.
HSBC Global Asset Management (Singapore) Limited, or its ultimate and intermediate holding companies, subsidiaries, affiliates, clients, directors and/or staff may, at anytime, have a position in the markets referred herein, and may buy or sell securities, currencies, or any other financial instruments in such markets.
HSBC Global Asset Management (Singapore) Limited has based this document on information obtained from sources it believes to be reliable but which it has not independently verified. Care has been taken to ensure the accuracy and completeness of this presentation but HSBC Global Asset Management (Singapore) Limited and HSBC Group accepts no responsibility for any errors or omissions contained therein.
HSBC Global Asset Management (Singapore) Limited 21 Collyer Quay #06-01 HSBC Building Singapore 049320 Telephone: (65) 6658 2900 Facsimile: (65) 6225 4324 Website: www.assetmanagement.hsbc.com/sg Company Registration No. 198602036R
HSBC GIF Managed Solutions
Inception date
Investment objectives
Class of shares & ISIN Codes
Dividend policy*
Subscription mode Sales Charge
Management fee (per annum)
HSBC risk level^
Asia Focused IncomeAsia Focused Conservative Asia Focused Growth
0320
13_M
SSer
ies
HSBC Managed Solutions offer investors integrated investment solutions to accumulate wealth over a long-term horizon
Exclusive to HSBC customers, the Managed Solutions series is tailored to best fit the risk profile of a broad range of investors
These carefully constructed, diversified portfolios invest in a wide range of asset classes that we believe will outperform over the long term
Through our flexible allocation and award winning expertise, we select the best value opportunities to capture growth
By leveraging our core strengths in managing investment and risk, the Managed Solutions series represents HSBC’s commitment to partner clients in managing their long-term wealth
Enjoy a satisfying investment journey with HSBC
Plan wisely for your long-term wealthWith market volatility a constant reality for investors, it is easy to be confused by what and where to invest. The key to moving past this dilemma is understanding where your risk appetite lies, so that you can decide where you want to go on your investment journey, and how you want to get there.
We understand this need. With HSBC Managed Solutions, we partner with you on your wealth accumulation journey by providing solutions that best fit your risk/return profile, and are geared towards achieving long-term returns.
2007 2008 2009 2010 2011 2012
Asian equity 37.2% -50.4% 72.4% 18.1% -14.9% 22.5%
Asian bond 5.5% -6.5% 25.4% 10.3% 5.5% 12.7%
Diversified 50/50 split 21.3% -28.4% 48.9% 14.2% -4.7% 17.6%(Average return, no market timing)
Select a diversified, actively managed all-in-one investment vehicleForget market timing. Most investors end up buying high and selling low, as it’s almost impossible to predict which asset class will outperform over a certain period of time. Using the Asian assets as an example, the performance of Asian equities and bonds has alternated almost every year.
Diversification = potential return – market timing1
Instead, let our investment professionals diversify your portfolio by moving flexibly into those asset classes which are likely to perform well over the long term. With the multitude of opportunities available for growth and income, our experts can provide exposure to undervalued investment opportunities across asset classes, in a disciplined manner.
– Benchmark Fund of the Year Award 2010 & 2012 – Emerging Market Bond
– P&I Provider Awards 2010 –The Best Emerging Market Debt House
Global emergingmarkets bond
– Morningstar Fund Awards 2009, 2011, 2012 – Asian Bond
– Asia Asset Management Best Asian Bond House 2008, 2009, 2010, 2012
Asian fixed income
– Benchmark Fund of the Year Award 2010 – Asia ex-Japan Equity
– Lipper Fund Awards 2010 – Asia Pacific Equity Small and Mid Caps
Asian equities
Let HSBC do all the work for you Exclusive to HSBC customers, the Managed Solutions series consists of dedicated investment solutions that tap our expertise in managing cost, risk and performance.
We achieve this by leveraging our global reach and in-house capabilities, applying rigorous risk monitoring processes,and tapping our multiple award-winning investment expertise2.
Source: 1. HSBC Global Asset Management, Bloomberg. Data as at 31 December 2012. Asian equity = MSCI AC Asia Pacific Ex-Japan Index, Asian bond = HSBC Asian Dollar Bond Index, in USD, with dividends reinvested. Historical data is shown for illustrative purposes only and should not be relied on as indication for future performance. 2. Morningstar Fund Awards (Hong Kong) 2009, 2011 and 2012: Based on performance as at 31 December 2009, 2011 and 2012 respectively. Asia Asset Management Best of the Best Awards 2008, 2009, 2010 and 2012: Based on performance as at 30 November 2008, 2009, 2010 and 2012 respectively; Lipper Fund Awards 2010: Based on performance as at 31 December 2009; Benchmark Fund of the Year Award 2010 and 2012: Based on performance as at 31 December 2010 and 2012 respectively. “The Best Emerging Market Debt House” by Pension and Investment Provider Awards 2010: Based on performance as at 31 December 2010.
25 May 2012
Seeks income and moderate capital growth by investing flexibly
indiversified portfolio of asset classes, primarily based in the
Asia ex-Japan region
AMUSD - LU0762541174 AMHSGD - LU0831093199AMHEUR - LU0800732082 AMHAUD - LU0800731944ACUSD - LU0762540952
ACHSGD - LU0831092464
Monthly
SRS (SGD only) and Cash
Up to 5.25%
1.25%
3
18 March 2013
Seeks long-term stable returns by investing flexibly in diversified
portfolio of asset classes, primarily based in the
Asia Pacific ex-Japan region
ACUSD - LU0854292488 ACHSGD - LU0854294427 ACHEUR - LU0854295077 ACHAUD - LU0854295408
N. A.
0.7%
2
18 March 2013
Seeks long-term total return by investing flexibly in diversified
portfolio of asset classes, primarily based in the
Asia Pacific ex-Japan region
ACUSD - LU0819121731 ACHSGD - LU0856984785ACHAUD - LU0856985162 ACHEUR - LU0856985089
N.A.
1.5%
4
C30572 299057 HSBC MNG Solutions (HK).ai 2 4/4/13 11:57 AMC30572 299057 HSBC MNG Solutions (HK).ai 2 4/4/13 11:57 AM
Fund details
* Dividend is not guaranteed and may be paid out of capital which will result in capital erosion and reduction in net asset value. ^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited.
This document is prepared for general information purpose only and the opinions expressed are subject to change without notice. The opinions expressed herein should not be considered to be a recommendation by HSBC Global Asset Management (Singapore) Limited to any reader of this material to buy or sell securities, commodities, currencies or other investments referred to herein. It is published for information only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this document. Investors may wish to seek advice from a financial adviser before purchasing units in the fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the fund in question is suitable for him.
The past performance of any fund and the manager and any economic and market trends/forecast are not necessarily indicative of the future or likely performance of the fund. Value of investment and units may go down as well as up, and the investor may not get back the original sum invested. Investors and potential investors should read the Singapore prospectus (including the risk warnings) which is available at HSBC Global Asset Management (Singapore) Limited or its authorised distributors, before investing. Changes in rates of currency exchange may affect significantly the value of the investment.
HSBC Global Asset Management (Singapore) Limited, or its ultimate and intermediate holding companies, subsidiaries, affiliates, clients, directors and/or staff may, at anytime, have a position in the markets referred herein, and may buy or sell securities, currencies, or any other financial instruments in such markets.
HSBC Global Asset Management (Singapore) Limited has based this document on information obtained from sources it believes to be reliable but which it has not independently verified. Care has been taken to ensure the accuracy and completeness of this presentation but HSBC Global Asset Management (Singapore) Limited and HSBC Group accepts no responsibility for any errors or omissions contained therein.
HSBC Global Asset Management (Singapore) Limited 21 Collyer Quay #06-01 HSBC Building Singapore 049320 Telephone: (65) 6658 2900 Facsimile: (65) 6225 4324 Website: www.assetmanagement.hsbc.com/sg Company Registration No. 198602036R
HSBC GIF Managed Solutions
Inception date
Investment objectives
Class of shares & ISIN Codes
Dividend policy*
Subscription mode Sales Charge
Management fee (per annum)
HSBC risk level^
Asia Focused IncomeAsia Focused Conservative Asia Focused Growth
0320
13_M
SSer
ies
HSBC Managed Solutions offer investors integrated investment solutions to accumulate wealth over a long-term horizon
Exclusive to HSBC customers, the Managed Solutions series is tailored to best fit the risk profile of a broad range of investors
These carefully constructed, diversified portfolios invest in a wide range of asset classes that we believe will outperform over the long term
Through our flexible allocation and award winning expertise, we select the best value opportunities to capture growth
By leveraging our core strengths in managing investment and risk, the Managed Solutions series represents HSBC’s commitment to partner clients in managing their long-term wealth
Enjoy a satisfying investment journey with HSBC
Plan wisely for your long-term wealthWith market volatility a constant reality for investors, it is easy to be confused by what and where to invest. The key to moving past this dilemma is understanding where your risk appetite lies, so that you can decide where you want to go on your investment journey, and how you want to get there.
We understand this need. With HSBC Managed Solutions, we partner with you on your wealth accumulation journey by providing solutions that best fit your risk/return profile, and are geared towards achieving long-term returns.
2007 2008 2009 2010 2011 2012
Asian equity 37.2% -50.4% 72.4% 18.1% -14.9% 22.5%
Asian bond 5.5% -6.5% 25.4% 10.3% 5.5% 12.7%
Diversified 50/50 split 21.3% -28.4% 48.9% 14.2% -4.7% 17.6%(Average return, no market timing)
Select a diversified, actively managed all-in-one investment vehicleForget market timing. Most investors end up buying high and selling low, as it’s almost impossible to predict which asset class will outperform over a certain period of time. Using the Asian assets as an example, the performance of Asian equities and bonds has alternated almost every year.
Diversification = potential return – market timing1
Instead, let our investment professionals diversify your portfolio by moving flexibly into those asset classes which are likely to perform well over the long term. With the multitude of opportunities available for growth and income, our experts can provide exposure to undervalued investment opportunities across asset classes, in a disciplined manner.
– Benchmark Fund of the Year Award 2010 & 2012 – Emerging Market Bond
– P&I Provider Awards 2010 –The Best Emerging Market Debt House
Global emergingmarkets bond
– Morningstar Fund Awards 2009, 2011, 2012 – Asian Bond
– Asia Asset Management Best Asian Bond House 2008, 2009, 2010, 2012
Asian fixed income
– Benchmark Fund of the Year Award 2010 – Asia ex-Japan Equity
– Lipper Fund Awards 2010 – Asia Pacific Equity Small and Mid Caps
Asian equities
Let HSBC do all the work for you Exclusive to HSBC customers, the Managed Solutions series consists of dedicated investment solutions that tap our expertise in managing cost, risk and performance.
We achieve this by leveraging our global reach and in-house capabilities, applying rigorous risk monitoring processes,and tapping our multiple award-winning investment expertise2.
Source: 1. HSBC Global Asset Management, Bloomberg. Data as at 31 December 2012. Asian equity = MSCI AC Asia Pacific Ex-Japan Index, Asian bond = HSBC Asian Dollar Bond Index, in USD, with dividends reinvested. Historical data is shown for illustrative purposes only and should not be relied on as indication for future performance. 2. Morningstar Fund Awards (Hong Kong) 2009, 2011 and 2012: Based on performance as at 31 December 2009, 2011 and 2012 respectively. Asia Asset Management Best of the Best Awards 2008, 2009, 2010 and 2012: Based on performance as at 30 November 2008, 2009, 2010 and 2012 respectively; Lipper Fund Awards 2010: Based on performance as at 31 December 2009; Benchmark Fund of the Year Award 2010 and 2012: Based on performance as at 31 December 2010 and 2012 respectively. “The Best Emerging Market Debt House” by Pension and Investment Provider Awards 2010: Based on performance as at 31 December 2010.
25 May 2012
Seeks income and moderate capital growth by investing flexibly
indiversified portfolio of asset classes, primarily based in the
Asia ex-Japan region
AMUSD - LU0762541174 AMHSGD - LU0831093199AMHEUR - LU0800732082 AMHAUD - LU0800731944ACUSD - LU0762540952
ACHSGD - LU0831092464
Monthly
SRS (SGD only) and Cash
Up to 5.25%
1.25%
3
18 March 2013
Seeks long-term stable returns by investing flexibly in diversified
portfolio of asset classes, primarily based in the
Asia Pacific ex-Japan region
ACUSD - LU0854292488 ACHSGD - LU0854294427 ACHEUR - LU0854295077 ACHAUD - LU0854295408
N. A.
0.7%
2
18 March 2013
Seeks long-term total return by investing flexibly in diversified
portfolio of asset classes, primarily based in the
Asia Pacific ex-Japan region
ACUSD - LU0819121731 ACHSGD - LU0856984785ACHAUD - LU0856985162 ACHEUR - LU0856985089
N.A.
1.5%
4
C30572 299057 HSBC MNG Solutions (HK).ai 2 4/4/13 11:57 AMC30572 299057 HSBC MNG Solutions (HK).ai 2 4/4/13 11:57 AM
HSBC Managed SolutionsAsia Focused Series
• Asia Focused – Conservative• Asia Focused – Income• Asia Focused – Growth
HSBC GIF = HSBC Global Investment Funds.# For illustrative purposes only. The asset classes and their allocations may be changed from time to time without notice. ^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited. *Indicative portfolios as at end January 2013. The portfolio details are for illustration purposes only and the actual universe and allocation may differ. †Source: HSBC Global Asset Management, as at 31 January 2013. Percentage may not add up to 100 due to rounding.
The HSBC GIF Managed Solutions – Asia Focused series targets long-term growth, through active, flexible asset allocation, in a diversified portfolio of equity and fixed income securities, of which minimum 70% will be invested in Asia ex-Japan region. These portfolios are not constrained by static allocations, and can significantly change their composition should attractive investment opportunities arise.
Key reasons for exposure to Asian assets:
Home bias – higher comfort level for local investors and clearer understanding of risk and return
Strong growth drivers – pro-active government policy, rising corporate profits, low default and interest rates, rising GDP growth to support performance of Asian assets
Ample investment opportunities – historically low Asian equity valuations and robust fundamentals for Asian bonds indicate potential to unlock long-term value
HSBC GIF Managed Solutions – Asia Focused Series
With the HSBC GIF Managed Solutions – Asia Focused Series, investors can choose a vehicle that captures the investment opportunities in the world’s fastest growing region, which is customised to their risk tolerance level.
^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited.
Suitable investors:The Funds may be suitable for investors whom:
have a clear understanding of the risk profiles from conservative to aggressive and wish to choose corresponding diversified investment solutions
are comfortable investing across asset classes and primarily on Asian assets
look for investment expertise in flexible asset allocation that aims to maximise risk adjusted returns over the long term
desire varying degrees of stable to moderate capital growth with potential income, depending on their risk profile and appetite
Potential risks Bond investments may involve interest rate, credit, liquidity, default, derivative risks and any combination of these and other risks
Equity investments may be affected by global economic environment and fluctuating economic data, as well as government policy and macro risks
Exposure to emerging markets involves a greater risk of loss than exposure to more developed markets due to greater political, economic and regulatory risks
The Funds may be affected by changes in exchange rates between base currency and other currencies or exchange control regulations
Changes in interest rate and government policies could also be additional macro risks
Characteristics#:
HSBC risk level^: 3 At least 70% invested in Asia ex-Japan asset classes (USD and
local currency) for income and growth Up to 70% in Asian investment-grade bonds for diversified
source of return while smoothening portfolio volatility Invest up to 20% in REITs and emerging market debt for yield
and growth Ability to invest across asset classes and globally to capture
income and growth opportunities
Suitable investors
Moderate investors who primarily seek income and potential growth, mostly from Asian assets
Current portfolio†
Characteristics#:
HSBC risk level^: 4 At least 70% invested in Asia Pacific ex-Japan asset classes
(USD and local currency) Up to 100% equity exposure
Ability to invest across asset classes and globally, to capture high growth opportunities
Suitable investors
Aggressive investors who seek equity like returns and high growth opportunities in Asia, whilst preferring to remain diversified across asset classes
Indicative portfolio*
Asian investment-grade bonds 15%
Asian local currency bonds 10%
Asian equity 75%
HSBC GIF Managed Solutions - Asia Focused Income
HSBC GIF Managed Solutions - Asia Focused Growth New
Asian investment grade bond 34%
Asian high yield bond 13%Asian local
currency bond 15%
GEM local debt 10%
Asian high dividend equity 23%
Cash, govt bonds 5%
HSBC GIF Managed Solutions - Asia Focused Conservative
Characteristics#:
HSBC risk level^: 2
Can invest in Asian equities when opportunities arise
Up to 85% in government bonds, and up to 70% in Asian investment-grade bonds to capture diversified source of growth while smoothening portfolio volatility
Flexible use of cash for risk management purposes
Suitable investors
Cautious investors who participate in the Asia growth opportunities with relatively low volatility
Indicative portfolio*
Asian investment-grade bonds 40%
Asian equities 16%
Cash 44%
New
Risk level^
Potentialreturn (%)
Asia Focused GROWTH
2 3 4
Asia Focused INCOME
Asia Focused CONSERVATIVE
Target customers
Conservative Low tolerance of risk
Balanced to aggressive Higher tolerance of risk
Conservative to balanced Moderate tolerance of risk
C30572 299057 HSBC MNG Solutions (HK).ai 1 4/4/13 11:57 AMC30572 299057 HSBC MNG Solutions (HK).ai 1 4/4/13 11:57 AM
HSBC Managed SolutionsAsia Focused Series
• Asia Focused – Conservative• Asia Focused – Income• Asia Focused – Growth
HSBC GIF = HSBC Global Investment Funds.# For illustrative purposes only. The asset classes and their allocations may be changed from time to time without notice. ^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited. *Indicative portfolios as at end January 2013. The portfolio details are for illustration purposes only and the actual universe and allocation may differ. †Source: HSBC Global Asset Management, as at 31 January 2013. Percentage may not add up to 100 due to rounding.
The HSBC GIF Managed Solutions – Asia Focused series targets long-term growth, through active, flexible asset allocation, in a diversified portfolio of equity and fixed income securities, of which minimum 70% will be invested in Asia ex-Japan region. These portfolios are not constrained by static allocations, and can significantly change their composition should attractive investment opportunities arise.
Key reasons for exposure to Asian assets:
Home bias – higher comfort level for local investors and clearer understanding of risk and return
Strong growth drivers – pro-active government policy, rising corporate profits, low default and interest rates, rising GDP growth to support performance of Asian assets
Ample investment opportunities – historically low Asian equity valuations and robust fundamentals for Asian bonds indicate potential to unlock long-term value
HSBC GIF Managed Solutions – Asia Focused Series
With the HSBC GIF Managed Solutions – Asia Focused Series, investors can choose a vehicle that captures the investment opportunities in the world’s fastest growing region, which is customised to their risk tolerance level.
^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited.
Suitable investors:The Funds may be suitable for investors whom:
have a clear understanding of the risk profiles from conservative to aggressive and wish to choose corresponding diversified investment solutions
are comfortable investing across asset classes and primarily on Asian assets
look for investment expertise in flexible asset allocation that aims to maximise risk adjusted returns over the long term
desire varying degrees of stable to moderate capital growth with potential income, depending on their risk profile and appetite
Potential risks Bond investments may involve interest rate, credit, liquidity, default, derivative risks and any combination of these and other risks
Equity investments may be affected by global economic environment and fluctuating economic data, as well as government policy and macro risks
Exposure to emerging markets involves a greater risk of loss than exposure to more developed markets due to greater political, economic and regulatory risks
The Funds may be affected by changes in exchange rates between base currency and other currencies or exchange control regulations
Changes in interest rate and government policies could also be additional macro risks
Characteristics#:
HSBC risk level^: 3 At least 70% invested in Asia ex-Japan asset classes (USD and
local currency) for income and growth Up to 70% in Asian investment-grade bonds for diversified
source of return while smoothening portfolio volatility Invest up to 20% in REITs and emerging market debt for yield
and growth Ability to invest across asset classes and globally to capture
income and growth opportunities
Suitable investors
Moderate investors who primarily seek income and potential growth, mostly from Asian assets
Current portfolio†
Characteristics#:
HSBC risk level^: 4 At least 70% invested in Asia Pacific ex-Japan asset classes
(USD and local currency) Up to 100% equity exposure
Ability to invest across asset classes and globally, to capture high growth opportunities
Suitable investors
Aggressive investors who seek equity like returns and high growth opportunities in Asia, whilst preferring to remain diversified across asset classes
Indicative portfolio*
Asian investment-grade bonds 15%
Asian local currency bonds 10%
Asian equity 75%
HSBC GIF Managed Solutions - Asia Focused Income
HSBC GIF Managed Solutions - Asia Focused Growth New
Asian investment grade bond 34%
Asian high yield bond 13%Asian local
currency bond 15%
GEM local debt 10%
Asian high dividend equity 23%
Cash, govt bonds 5%
HSBC GIF Managed Solutions - Asia Focused Conservative
Characteristics#:
HSBC risk level^: 2
Can invest in Asian equities when opportunities arise
Up to 85% in government bonds, and up to 70% in Asian investment-grade bonds to capture diversified source of growth while smoothening portfolio volatility
Flexible use of cash for risk management purposes
Suitable investors
Cautious investors who participate in the Asia growth opportunities with relatively low volatility
Indicative portfolio*
Asian investment-grade bonds 40%
Asian equities 16%
Cash 44%
New
Risk level^
Potentialreturn (%)
Asia Focused GROWTH
2 3 4
Asia Focused INCOME
Asia Focused CONSERVATIVE
Target customers
Conservative Low tolerance of risk
Balanced to aggressive Higher tolerance of risk
Conservative to balanced Moderate tolerance of risk
C30572 299057 HSBC MNG Solutions (HK).ai 1 4/4/13 11:57 AMC30572 299057 HSBC MNG Solutions (HK).ai 1 4/4/13 11:57 AM
Fund details
* Dividend is not guaranteed and may be paid out of capital which will result in capital erosion and reduction in net asset value. ^ Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited.
This document is prepared for general information purpose only and the opinions expressed are subject to change without notice. The opinions expressed herein should not be considered to be a recommendation by HSBC Global Asset Management (Singapore) Limited to any reader of this material to buy or sell securities, commodities, currencies or other investments referred to herein. It is published for information only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this document. Investors may wish to seek advice from a financial adviser before purchasing units in the fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the fund in question is suitable for him.
The past performance of any fund and the manager and any economic and market trends/forecast are not necessarily indicative of the future or likely performance of the fund. Value of investment and units may go down as well as up, and the investor may not get back the original sum invested. Investors and potential investors should read the Singapore prospectus (including the risk warnings) which is available at HSBC Global Asset Management (Singapore) Limited or its authorised distributors, before investing. Changes in rates of currency exchange may affect significantly the value of the investment.
HSBC Global Asset Management (Singapore) Limited, or its ultimate and intermediate holding companies, subsidiaries, affiliates, clients, directors and/or staff may, at anytime, have a position in the markets referred herein, and may buy or sell securities, currencies, or any other financial instruments in such markets.
HSBC Global Asset Management (Singapore) Limited has based this document on information obtained from sources it believes to be reliable but which it has not independently verified. Care has been taken to ensure the accuracy and completeness of this presentation but HSBC Global Asset Management (Singapore) Limited and HSBC Group accepts no responsibility for any errors or omissions contained therein.
HSBC Global Asset Management (Singapore) Limited 21 Collyer Quay #06-01 HSBC Building Singapore 049320 Telephone: (65) 6658 2900 Facsimile: (65) 6225 4324 Website: www.assetmanagement.hsbc.com/sg Company Registration No. 198602036R
HSBC GIF Managed Solutions
Inception date
Investment objectives
Class of shares & ISIN Codes
Dividend policy*
Subscription mode Sales Charge
Management fee (per annum)
HSBC risk level^
Asia Focused IncomeAsia Focused Conservative Asia Focused Growth
0320
13_M
SSer
ies
HSBC Managed Solutions offer investors integrated investment solutions to accumulate wealth over a long-term horizon
Exclusive to HSBC customers, the Managed Solutions series is tailored to best fit the risk profile of a broad range of investors
These carefully constructed, diversified portfolios invest in a wide range of asset classes that we believe will outperform over the long term
Through our flexible allocation and award winning expertise, we select the best value opportunities to capture growth
By leveraging our core strengths in managing investment and risk, the Managed Solutions series represents HSBC’s commitment to partner clients in managing their long-term wealth
Enjoy a satisfying investment journey with HSBC
Plan wisely for your long-term wealthWith market volatility a constant reality for investors, it is easy to be confused by what and where to invest. The key to moving past this dilemma is understanding where your risk appetite lies, so that you can decide where you want to go on your investment journey, and how you want to get there.
We understand this need. With HSBC Managed Solutions, we partner with you on your wealth accumulation journey by providing solutions that best fit your risk/return profile, and are geared towards achieving long-term returns.
2007 2008 2009 2010 2011 2012
Asian equity 37.2% -50.4% 72.4% 18.1% -14.9% 22.5%
Asian bond 5.5% -6.5% 25.4% 10.3% 5.5% 12.7%
Diversified 50/50 split 21.3% -28.4% 48.9% 14.2% -4.7% 17.6%(Average return, no market timing)
Select a diversified, actively managed all-in-one investment vehicleForget market timing. Most investors end up buying high and selling low, as it’s almost impossible to predict which asset class will outperform over a certain period of time. Using the Asian assets as an example, the performance of Asian equities and bonds has alternated almost every year.
Diversification = potential return – market timing1
Instead, let our investment professionals diversify your portfolio by moving flexibly into those asset classes which are likely to perform well over the long term. With the multitude of opportunities available for growth and income, our experts can provide exposure to undervalued investment opportunities across asset classes, in a disciplined manner.
– Benchmark Fund of the Year Award 2010 & 2012 – Emerging Market Bond
– P&I Provider Awards 2010 –The Best Emerging Market Debt House
Global emergingmarkets bond
– Morningstar Fund Awards 2009, 2011, 2012 – Asian Bond
– Asia Asset Management Best Asian Bond House 2008, 2009, 2010, 2012
Asian fixed income
– Benchmark Fund of the Year Award 2010 – Asia ex-Japan Equity
– Lipper Fund Awards 2010 – Asia Pacific Equity Small and Mid Caps
Asian equities
Let HSBC do all the work for you Exclusive to HSBC customers, the Managed Solutions series consists of dedicated investment solutions that tap our expertise in managing cost, risk and performance.
We achieve this by leveraging our global reach and in-house capabilities, applying rigorous risk monitoring processes,and tapping our multiple award-winning investment expertise2.
Source: 1. HSBC Global Asset Management, Bloomberg. Data as at 31 December 2012. Asian equity = MSCI AC Asia Pacific Ex-Japan Index, Asian bond = HSBC Asian Dollar Bond Index, in USD, with dividends reinvested. Historical data is shown for illustrative purposes only and should not be relied on as indication for future performance. 2. Morningstar Fund Awards (Hong Kong) 2009, 2011 and 2012: Based on performance as at 31 December 2009, 2011 and 2012 respectively. Asia Asset Management Best of the Best Awards 2008, 2009, 2010 and 2012: Based on performance as at 30 November 2008, 2009, 2010 and 2012 respectively; Lipper Fund Awards 2010: Based on performance as at 31 December 2009; Benchmark Fund of the Year Award 2010 and 2012: Based on performance as at 31 December 2010 and 2012 respectively. “The Best Emerging Market Debt House” by Pension and Investment Provider Awards 2010: Based on performance as at 31 December 2010.
25 May 2012
Seeks income and moderate capital growth by investing flexibly
indiversified portfolio of asset classes, primarily based in the
Asia ex-Japan region
AMUSD - LU0762541174 AMHSGD - LU0831093199AMHEUR - LU0800732082 AMHAUD - LU0800731944ACUSD - LU0762540952
ACHSGD - LU0831092464
Monthly
SRS (SGD only) and Cash
Up to 5.25%
1.25%
3
18 March 2013
Seeks long-term stable returns by investing flexibly in diversified
portfolio of asset classes, primarily based in the
Asia Pacific ex-Japan region
ACUSD - LU0854292488 ACHSGD - LU0854294427 ACHEUR - LU0854295077 ACHAUD - LU0854295408
N. A.
0.7%
2
18 March 2013
Seeks long-term total return by investing flexibly in diversified
portfolio of asset classes, primarily based in the
Asia Pacific ex-Japan region
ACUSD - LU0819121731 ACHSGD - LU0856984785ACHAUD - LU0856985162 ACHEUR - LU0856985089
N.A.
1.5%
4
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