Freedom Funds
A wealth of global opportunities at your fingertips.
- 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 up to six times a year - move your money between funds as conditions change
- 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 $5,000 and add further payments of $1,000 whenever you like. Or pay a monthly minimum investment of $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 so you can select both equities and bonds within the investment
Determine what kind of risk level you feel most comfortable with in the tables below:
Cautious investment
| Asset type | Proportion | Examples of Freedom Funds that 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 Bahrain resident
- You're an existing HSBC customer
Ready to apply?
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