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Global Unit Trusts
Wealth management that keeps pace with the world
Introducing HSBC Global Unit Trusts, the latest wealth management offering for HSBC Premier customers.
HSBC Global Unit Trusts are a selection of funds which invest primarily in shares of a sub-fund of HSBC Global Investment Funds (an investment company incorporated in the Grand Duchy of Luxembourg). The Funds' investments into the sub-funds provide exposure to emerging equity markets such as those in China, India, Brazil, Russia and Asia Pacific countries.
The offshore sub-funds are managed by HSBC Global Investment Funds (Luxembourg) S.A., part of HSBC Global Asset Management, which is among the largest managers of emerging market funds worldwide.
The HSBC Global Unit Trust range includes:
| » HSBC BRIC Fund | » HSBC China Fund | » HSBC India Fund | » HSBC Asia ex Japan Fund |
Please click the link for information on how you can invest and for terms and conditions.
- HSBC BRIC Fund
The HSBC BRIC Fund offers investors access to the potentially exciting long term investment opportunities that exist within Brazil, Russia, India and China 'BRIC' stock markets.
The Sub-Fund mainly invests in equity and equity equivalent securities of companies listed on a major stock exchange or other regulated market in Brazil, Russia, India and China (including Hong Kong SAR) ("BRIC") as well as companies which carry out a predominant part of their business activities in these countries. Within each BRIC country, the Fund seeks to outperform the total return performance of the relevant indices.
For further details and sub-fund performance please see the HSBC BRIC Fund Fact Sheet
- HSBC China Fund
The HSBC China Fund offers investors access to one of the world's fastest growing economies through a diversified portfolio of Chinese shares.
The Sub-Fund seeks long-term capital growth mainly through a diversified portfolio of investments in equity and equity equivalent securities of companies listed on a major stock exchange or other regulated market of the People's Republic of China ("China"), including Hong Kong SAR, as well as companies which carry out a predominant part of their business activities in China.
For further details and sub-fund performance please see the HSBC China Fund Fact Sheet.
Back to top - HSBC India Fund
The HSBC India Fund offers investors access to one of the largest and fastest growing economies in the world through a diversified portfolio of Indian equities.
The Sub-Fund seeks long-term capital growth mainly through a diversified portfolio of investments in equity and equity equivalent securities of companies listed on a major stock exchange or other regulated market of India, as well as companies which carry out a predominant part of their business activities in India.
For further details and sub-fund performance please see the HSBC India Fund Fact Sheet.
- HSBC Asia ex Japan Fund
The HSBC Asia ex Japan Fund offers investors access to long term investment opportunities within the Asia (ex Japan) region through a diversified portfolio of Asian equities.
The Sub-Fund seeks long-term capital growth mainly through a diversified portfolio of investments in equity and equity equivalent securities of companies which have their registered office in, and with an official listing on a major stock exchange or other regulated market, of any Asian country (ex Japan), as well as companies which carry out a predominant part of their business activities in the Asian (ex Japan) region.
For further details and sub-fund performance please see the HSBC Asia ex Japan Fund Fact Sheet.
- How do I invest?
The HSBC Global Unit Trusts are only available to HSBC Premier customers. Eligibility criteria applies to HSBC Premier.
The minimum investment for each fund is NZ$10,000. To find out more about how you can invest and for a copy of the current Investment Statement, please contact your Relationship Manager, call 0800 028 088 or email us at wealthmanagement@hsbc.co.nz.
- Terms and conditions
Units in the Global Unit Trusts are distributed by HSBC and are issued by HSBC Investments New Zealand Limited. The terms and conditions set out in the Global Unit Trusts Investment Statement and Prospectus apply, which are available free of charge at any HSBC office. Units in the Global Unit Trusts do not represent bank deposits or other liabilities of HSBC and are subject to investment risk, including possible delays in repayment and loss of principal invested. No person guarantees HSBC Investments New Zealand Limited or the capital value or performance of the Global Unit Trusts.
Eligibility criteria apply to HSBC Premier. Investment Adviser Disclosure Statements are available on request free of charge. Issued by The Hongkong and Shanghai Banking Corporation Limited, incorporated in the Hong Kong SAR with limited liability, acting through its New Zealand branch.
The information provided is intended as a general guide for reference. Benefits and features may be subject to local country regulatory restrictions. Investment Adviser Disclosure Statements for HSBC Investment Advisers are available on request and free of charge. Please refer to the Service Guide
