Freedom Funds
Access endless investment opportunities on a global scale
- Create your own portfolio - from a variety of funds such as bonds, equities and specialist investments
- Get expert advice on investing - each fund is managed by HSBC Investments
- Diversify and grow your existing investments with funds from markets you may not have previously considered
- Move your money between funds and switch your investments for free, as conditions change - up to 6 times a year
- Choose from over 45 individual funds and a range of regions
- Get a greater choice and access a larger selection of mutual funds with HSBC
- Pay a lump sum or invest monthly - start with a lump sum of USD5,000, to add further payments of USD1,000 when you wish. Or pay a monthly minimum investment of USD250*
Note: * Minimum investment amount for Omani residents should be OMR5,000 (or the $ or €/£ equivalent) or OMR400 (or the $ or €/£ equivalent) per month in a regular investment plan due to local regulations.
- 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 - enhance your investment value, by strategically using currency exposure
- Freestyle funds
- Equity funds
- Bond funds
- Reserve funds
- Other funds - apply for a fund with an great amount of investment flexibility, allowing you to select both bonds and equities within the investment
Decide what level of risk you'll feel most comfortable with - see the tables below.
Cautious investment
| Asset type | Proportion | Examples of freedom funds to choose from |
| Fixed income | 60% | - Global Emerging Markets Bond - Global Core Plus Bond |
| Equities | 20% | - UK Equity - US Equity |
| Cash deposit | 20% |
Moderate investment
| Asset type | Proportion | Examples of freedom funds to choose from |
| Fixed income | 35% | - Global Emerging Markets Bond - Global Core Plus Bond |
| Equities | 55% | - Global Equity - Japanese Equity |
| Cash deposit | 10% |
Aggressive investment
| Asset type | Proportion | Examples of Freedom funds to choose from |
| Fixed income | 5% | - Euro High Yield Bond - Global Core Plus Bond |
| Equities | 90% | - Latin American Freestyle - Emerging Europe Equity - US Equity - Global Equity |
| Cash deposit | 5% |
You are eligible for HSBC Freedoms Fund if:
- You're a Oman resident
- You're an existing HSBC customer
Ready to apply?
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