OpenFunds
Open to a new world of opportunities
OpenFunds is a straightforward fund of funds solution designed to create a durable core holding for any investor's portfolio. OpenFunds will not only offer you superb diversification and access to best of breed investment talent, there are yet more advantages in the form of simplified administration and reporting, not to mention tax efficiencies, by opting for this fund of funds approach.
Open about where we invest.Our fund of funds are global by name, global by nature. Your money is invested all over the world (exposure mainly through pooled funds), with small amounts of capital invested in lots of different places.
Investing with an Open mind.Your money is invested with an open mind by our expert team, using specialist investment managers who we currently believe to be the best in the world in their area of expertise.
An Open outlook to what the future might hold.Your money is important to us every day, not just the day you invest. We continuously review the investments we make on your behalf and with whom we make them, to ensure ongoing suitability and consistency with the funds' investment objectives.
Being Open about the results achieved.You'll find our reporting candid. We won't try to hide behind jargon or market movements. Our service is transparent to its core. Expect to hear from us regularly with plain English updates on the results we have achieved and the reasons why.
Open your eyes to the strengths of our winning team.Selecting best in class fund managers is central to HSBC Global Asset Management's philosophy. Our well established, superbly resourced and truly global investment team fully utilise the HSBC Group resources to ensure we gain access to the best managers and negotiate favourable terms with them.
To find out more about HSBC OpenFunds, please speak to your financial adviser. If you do not have a financial adviser, and would like to be put in touch with one, please contact the IFA Promotion Consumer Hotline by calling 0800 085 3250.*
*Our lines are open Monday to Friday, 8 am to 6 pm, excluding public holidays. To help us continually improve our services and in the interests of security we may monitor and/or record your telephone calls with us.
It is important to remember the value of the investment and the income from it may fall as well as rise. The initial investment in this fund is not guaranteed and neither is any income from it, which may fluctuate. Exposure to overseas investments may also mean that changes in rates of exchange may affect the value of the investment. There are additional risks associated with specific alternative investments within the portfolios; these investments may be less readily realisable than others and it may therefore be difficult to sell in a timely manner at a reasonable price or to obtain reliable information about their value; there may also be greater potential for significant price movements. Please refer to the Simplified Prospectus for full details. The Authorised Corporate Director of HSBC OpenFunds is HSBC Global Asset Management (UK) Limited. The Investment Manager is HSBC Global Asset Management (UK) Limited. HSBC Global Asset Management (UK) Limited provides information to professional advisers and their clients on the investment products and services of members of the HSBC Group.
Investor support
- Call us: 0800 289 505 (Lines are open 9 am to 5 pm)*
- Fax: 023 8072 3784
- investor.services@hsbc.com
- Order literature
*Lines open Monday to Friday (excluding public holidays). To help us continually improve our services and in the interest of security, we may monitor and/or record your telephone calls with us.
