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Research is a key element of investment planning. Before you invest, ensure you review details and investment facts about funds you are interested in purchasing:

  • Minimum investment requirements
  • Purchase costs and fees
  • Fund investment goals and asset mix
  • Historical performance

Learn more about our mutual funds:

HSBC Mutual Funds Simplified Prospectus dated June 21, 2018

HSBC Mutual Funds Simplified Prospectus dated April 5, 2018

Learn more about our pooled funds*:

HSBC Pooled Funds Simplified Prospectus dated December 18, 2017

Fund Facts for HSBC Mutual Funds

Cash & Money Market Funds

HSBC Canadian Money Market Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC US Dollar Money Market Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series

Income Funds

HSBC Mortgage Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Canadian Bond Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Global Corporate Bond Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Monthly Income Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC U.S. Dollar Monthly Income Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Emerging Markets Debt Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series

Balanced & Domestic Equity Funds

HSBC Canadian Balanced Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Dividend Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Equity Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Small Cap Growth Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series

Foreign Equity Funds

HSBC Global Equity Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Global Equity Volatility Focused Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC U.S. Equity Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC European Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC AsiaPacific Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Chinese Equity Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Indian Equity Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC Emerging Markets Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series
HSBC BRIC Equity Fund Investor Series Premium Series Advisor Series Manager Series Institutional Series

Fund Facts for HSBC Wealth Compass Funds

HSBC Wealth Compass Funds

HSBC Wealth Compass Conservative Fund Investor Series Discount Series Manager Series Institutional Series
HSBC Wealth Compass Moderate Conservative Fund Investor Series Discount Series Manager Series Institutional Series
HSBC Wealth Compass Balanced Fund Investor Series Discount Series Manager Series Institutional Series
HSBC Wealth Compass Growth Fund Investor Series Discount Series Manager Series Institutional Series
HSBC Wealth Compass Aggressive Growth Fund Investor Series Discount Series Manager Series Institutional Series

Fund Facts for HSBC World Selection Diversified Funds

World Selection Diversified Funds

HSBC World Selection Diversified Conservative Fund Investor Series Advisor Series Manager Series Institutional Series
HSBC World Selection Diversified Moderate Conservative Fund Investor Series Advisor Series Manager Series Institutional Series
HSBC World Selection Diversified Balanced Fund Investor Series Advisor Series Manager Series Institutional Series
HSBC World Selection Diversified Growth Fund Investor Series Advisor Series Manager Series Institutional Series
HSBC World Selection Diversified Aggressive Growth Fund Investor Series Advisor Series Manager Series Institutional Series

Additional information & resources

Reports Mutual Funds Pooled Funds
HSBC Mutual Funds Simplified Prospectus dated April 5, 2018
 
HSBC Pooled Funds Simplified Prospectus dated December 18, 2017  
HSBC Mutual Funds Simplified Prospectus dated June 21, 2018
 
HSBC Mutual Funds Annual Information Form dated April 5, 2018
 
HSBC Pooled Funds Annual Information Form dated December 18, 2017  
HSBC Mutual Funds Annual Information Form dated June 21, 2018
 
2018 Semi-Annual Reports
2017 Annual Reports
Interim Management Report of Fund Performance (MRFP) – 2018
Management Report of Fund Performance (MRFP) – 2017
Summary of Investment Portfolio
(Q1 – as of March 31, 2018)
     
Terms & Conditions Mutual Funds Pooled Funds / World Selection Portfolio
Important Information for Investors
Borrowing Money to Buy Investments (Leveraging)
Account Fees & Charges
 
Declaration of Trust
Notice of Changes
     
Other Mutual Funds Pooled Funds
2017 Year End Distributions for HSBC Mutual & Pooled Funds
2017 Independent Review Committee: Report to Security Holders
Resolving Client Complaints
Proxy Voting Record
Unclaimed Property
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Disclaimer

HSBC Global Asset Management (Canada) Limited (“AMCA”) is the manager and primary investment advisor for the HSBC Mutual Funds. HSBC Investment Funds (Canada) Inc. (“HIFC”) is the principal distributor of the HSBC Mutual Funds. HSBC Mutual Funds are also distributed through authorized dealers. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

AMCA is the manager and primary investment advisor of the HSBC Pooled Funds, a family of public mutual funds. These mutual funds are sold only to investors as part of a discretionary investment management service, which requires an investor to enter into an investment management agreement with AMCA or HIFC, or another approved advisor or dealer. Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with mutual fund investments.

Please read the prospectus, Fund Facts, and other disclosure documents before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer or financial institution. The net asset values of all mutual funds, including the Funds, may change frequently and any past performance may not be repeated. For money market funds, there can be no assurances that such funds will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.

HIFC is a direct subsidiary of AMCA and an indirect subsidiary of HSBC Bank Canada, and provides its services in all provinces of Canada except Prince Edward Island. AMCA is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada and provides its services in all provinces of Canada except Prince Edward Island.

* Pooled funds are available to institutional investors or individual investors through the HSBC Private Investment Management Service. Retail investors with a minimum of $50,000 to invest, can access pooled funds as part of the HSBC World Selection® Portfolio service.

® World Selection is a registered trade-mark of HSBC Bank Canada.

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