HSBC Wealth Opportunities Service

This service aims to offer a diversified and flexible way of investing, providing opportunity for capital growth while trying to achieve a degree of preservation in falling markets. While the emphasis on capital preservation is greater than that typically found in a traditional balanced portfolio, you should be clear this service is not capital guaranteed.

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 some established markets.

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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