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 45 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 US $5,000, to add further payments of $1,000 whenever you like. Or pay a monthly minimum investment of US $250
- 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
- Freestyle funds
- Equity funds
- Bond funds
- Reserve 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% | - Euro Core Bond - 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% | - US Dollar Core Plus Bond - Euro Core Plus Bond |
| Equities | 55% | - Global Equity - Japanese Equity |
| Cash deposit | 10% |
Aggressive investment
| Asset type | Proportion | Examples of Freedom funds which might suit you |
|---|---|---|
| Fixed income | 5% | - Brazil Bond - US Dollar High Yield Bond |
| Equities | 90% | - Latin American Freestyle - Emerging Europe Equity - US Equity - Global ex Euroland Equity |
| Cash deposit | 5% |
You can apply for HSBC Freedom Fund if:
- You're a UAE resident
- You're an existing HSBC customer
Ready to apply? Have us call you
