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Our multi-asset funds offer a variety of risk and return profiles, giving our clients the benefits of a broad diversification of assets through one single investment.

View full list of multi-asset funds.

The way we manage multi-asset funds

We offer funds for different investment goals and different investor profiles. We apply strict controls and make regular adjustments to make sure our funds remain on track with their long-term objectives.

Matching your investment profile

Your investment profile depends on several things:

  • Your investment objective – what you want to do with the money: fund your retirement, pay for your children’s education, or buy a house?
  • Your investment horizon – how long you have before you need the money: are you planning on retiring in five years or thirty?
  • Your risk appetite – how much can the value of your portfolio go down before you start losing sleep over it?

Your profile will change over time, and you should review it with your banker on a regular basis.

Remember that no investment is without risk

The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. For investments related to international equities or in other global regions, the rate of currency exchange can also cause the value of these investments to go up or down.

Asset management explained.

Getting started

  • For information on how to invest, visit the HSBC Mexico website or speak to your banker
  • For HSBC fund information and performance, go to the funds