HSBC Wealth Opportunities Service

This offers a diversified and flexible way of investing; aiming to produce a positive return for investors regardless of market trends. The aim is to beat cash over a three to five year period, net of fees. Importantly it is not constrained by any benchmark.

Key benefits

  • The greatest strength is the flexibility to invest across all asset classes
  • There is a strong emphasis on thematic investment ideas, and a low correlation with the major asset classes
  • Non-benchmarked, allowing active positions to be taken in good and bad markets
  • Available in Sterling, Euro and US Dollar currencies

Risks to consider

The Wealth Opportunities Service does not provide a capital guarantee or a guaranteed return. The value of investments and any income from them can go down as well as up and you may not get back the amount originally invested. Currency exchange movements may cause the value of overseas investments to fluctuate.

Investments in alternative markets may be less readily realisable and more difficult to sell. Investments in Emerging Markets are potentially higher risk and more volatile than those inherent in established markets. Capital is not guaranteed.

For a full explanation of the features and risks involved in any of the services mentioned on this website, please contact your Investment Manager before you invest.

Contact us

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