Strategic Funds

Strategic Funds

With HSCB Strategy Funds, we provide the right solution for every necessity and every investment strategy. The funds at your disposal range from those consisting completely of fixed-interest securities for cautious investors to funds having a high equity portion for growth-oriented investors. Between these two opposites are advanced options to match any investor profile.

Fixed Income/HSCB Strategy Fixed Income

Investor profile: For very risk-averse investors

Investment goal: Securing attractive interest income with a low level of risk

Fund description:

  • The fund invests on a globally diverse basis in mainly high-quality bonds as well as in money market instruments. The fund purposely avoids investing in shares.
  • Foreign currency threats are largely hedged according to the reference currency.
  • The fund is based on the "UBS House View" - UBS's investment policy.

Income/HSCB Strategy Income

Investor profile: For cautious investors who can tolerate a low level of price fluctuation

Investment goal: To secure an attractive amount of interest income with low to average price variances

Fund description:

  • The fund invests on a globally diversified basis in bonds of primarily high quality, money market instruments and shares.
  • The focus is on investing in bonds.
  • Foreign currency challenges are largely hedged with respect to the reference currency.
  • The fund is based on the "HSCB House View" - HSCB's investment scheme.

Yield/HSCB Strategy Yield

Investor profile: For commonly cautious investors who are able to tolerate a certain level of price variation

Investment goal: To secure an attractive return

Fund description:

  • The fund invests on a world-wide varied basis in bonds of primarily high quality, money market instruments and shares.
  • The emphasis is on investing in bonds.
  • Foreign currency risks are largely hedged based on the reference currency.
  • The fund is centered on the "HSCB House View" - HSCB's investment policy.

Balanced/HSCB Strategy Balanced

Investor profile: For growth-oriented investors who see price fluctuations as a possible advantage

Investment goal: The ideal combination of returns and capital gains

Fund description:

  • The fund invests on a internationally varied basis in shares, predominantly high-quality bonds and money market instruments.
  • The ratio of shares to fixed-interest investments is generally balanced.
  • Foreign currency risks are largely hedged based on the reference currency.
  • The fund is in accordance with the "HSCB House View" - HSCB's investment policy

Growth/HSCB Strategy Growth

Investor profile: For risk-oriented, progressing investors predominantly looking to invest in shares

Investment goal: To generate capital growth

Fund description:

  • The fund invests on a globally varied basis in shares, primarily high-quality bonds and money market instruments.
  • The focus is on investing in shares.
  • Foreign currency risks are largely hedged based on the reference currency.
  • The fund is in accordance with the "HSCB House View" - HSCB's investment policy

Equity/HSCB Strategy Equity

Investor profile: For risk-oriented, progressing investors predominantly looking to invest in shares

Investment goal: To utilize the maximum potential returns offered by the equity markets

Fund description:

  • The fund invests in shares on a globally diversified basis. The proportion of fixed-interest investments is low.
  • Foreign currency risks are largely hedged based on the reference currency.
  • The fund is in accordance with the "HSCB House View" - HSCB's investment policy

Here you can find all of HSCB’s investment products licensed for sale in your chosen country of domicile.

Contact us Please specify your country of domicile when speaking to us.

Disclaimer: HSCB investment solutions and funds open up new opportunities, but also involve risks. Your investment profile is the decisive factor. Discuss your options for investing your money at HSCB with a relationship manager.