We take your security very seriously. In order to protect you and our systems, we are making changes to all HSBC websites that means some of the oldest web browser versions will no longer be able to access these sites. Generally, the latest versions of a browser (like Internet Explorer, Google Chrome, Apple Safari, etc.) and an operating system family (like Microsoft Windows, MacOS) have the most up-to-date security features.
If you are seeing this message, we have detected that you are using an older, unsupported browser.
Our investment approach
Doing the right thing for our clients is our most important responsibility.
Our goal is to provide them with our best investment ideas and expertise:
We collaborate with our clients to help them grow and protect their assets
We use our expertise in connecting the developed and developing world to provide them with sustainable investment opportunities across multiple asset classes and capabilities.
As we aim to achieve sustainable solutions for our clients, we have fully integrated responsible investment within our investment culture and process. In our investment process, Environmental Social Governance (ESG) analysis is incorporated alongside financial analysis to quantify a company’s potential risks and returns over the longer-term.
Our investment process is characterised by structure and discipline, implemented with skill by empowered and accountable teams of portfolio managers and analysts.
Our investment framework is rigorous and repeatable:
Discipline, not fashion: Markets are cyclical, our approach is not
Research and technology-driven: We harness the strengths of our intellectual capital with proprietary research and technologies
Risk-focused approach: Our clients value our capacity to identify, quantify and manage risk across all its dimensions
Structured but not dogmatic: Our clearly-articulated process promotes cohesiveness, consistency and constant improvement
Integrated talent: Our approach is grounded in a common philosophy and shared values
Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution. The net asset values of all mutual funds, including the Funds, change frequently and any past performance may not be repeated. For money market funds, there can be no assurances that such funds will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Read more
Beginning of dialog window. It begins with a heading called "Terms and Conditions". Escape will cancel and close the window.
Terms and conditions
This Site is intended for Individual investors in the Canada only.
You must read carefully the terms and conditions and disclaimers set out here (the 'Terms') and agree to be bound by these Terms prior to registering as a user of this website (the 'Site'). By selecting ACCEPT you agree to be bound by these Terms. If you do not agree to be bound by these Terms please select the DECLINE option below.
I have read and accept the terms and wish to continue into this site. I confirm that I am an Individual investor based in Canada.