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Freedom Funds

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? Have us call you