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Our Single Asset Solutions

Discretionary Portfolio Management

Our products

These strategies are designed to create value through security selection undertaken by our teams of investment professionals located around the world, offering institutional quality research and risk management to Private Banking clients.

These strategies are available on a standalone basis, or as building blocks to create a customised portfolio with an asset allocation that is designed to meet your investment objectives.

Single asset portfolios are available if you wish to focus on a specific asset class or strategy. You have the choice of using HSBC’s expertise in globally- or regionally-biased equity and fixed income markets, or a carefully chosen portfolio of third-party managers that specialise in a particular market or strategy.

Single Asset Solutions: Equity and Fixed income list

Equity
HSBC Managed

Non-HSBC Managed

Fixed Income

HSBC Managed

Non-HSBC Managed

           

Global Programmes

   

Global Programmes

   

Global Equity

Yes Yes

Global Fixed Income

Yes Yes

Global Equity High Dividend

Yes No

Global Fixed Income Freestyle

Yes No

Global Managed Volatility Equities

No Yes

Global Fixed Income High Yield

Yes No

Regional & Market Specific Programmes

   

Global Fixed Income Investment Grade

Yes No

Asia Equity

Yes No

Global Opportunities Fixed Income

Yes Yes

China Equities

Yes No

Global Short-dated Fixed Income

Yes Yes

Emerging Market Equities

No Yes

Global Short-dated Investment Grade

Yes No

Emerging Markets High Conviction Equity

Yes No

Regional & Market Specific Programmes

   

Europe Ex-UK Equities

No Yes

Asian High Yield

Yes No

Japanese Equities

No Yes

Emerging & Developed Markets High Income

Yes No

Pacific Basin Ex-Japan Equities

No Yes

Emerging Market Freestyle

Yes No

Pan-European Equity

Yes No

Emerging Market Investment Grade

Yes No

Pan-European Smaller Companies Equities

No Yes

Emerging Markets Fixed Income

No Yes

UK High Conviction Equities

No Yes

Euro Credit Fixed Income

No Yes

UK equities

No Yes

Euro Government Bond FI

No Yes

US equities

Yes No

Hong Kong short-dated fixed income

Yes No

US equity high dividend equity

Yes No

Sukuk

Yes No

US large companies equities

No Yes

UK core fixed income

No Yes

US smaller companies equities

No Yes

US core fixed income

 

No Yes
     

US high yield fixed income

No Yes

Download product brochures in PDF format. Please note that not all product profiles and strategies are available in all jurisdictions.