HSBC Managed Solutions India - Growth
(an open ended fund of fund scheme investing in a basket of equity, debt, gold and other exchange traded funds)
In Fund of Funds, our Indian investment team employs a clear philosophy with a disciplined and repeatable process to generate alpha in the medium to long term through active asset allocation to achieve optimal mix based on investors' risk profile and deliver investment solutions.
Our philosophy
- Focus on investors' risk profile to meet the needs and preference of investors
- Deliver solutions through Fund of Funds (FoF) feeding into HSBC/third party funds*
- Active investment opportunity supported by multi-asset capability
*for capabilities where HSBC offerings are not available
Why HSBC Managed Solutions India - Growth?
- To largely benefit from equity asset class with an exposure to other asset classes such as fixed income, gold, etc... as well, as per the asset allocation pattern
- True to label fund – The fund will stay true to its objective in keeping with the mandate reposed by the investor whilst investing in the fund
- To create a corpus through generating inflation-adjusted returns to cater to long-term goals
HSBC Managed Solutions India - Growth
Investors understand that their principal
will be at Very High Risk
Fund of Funds (Overseas/Domestic) - An Open Ended Fund of Funds Scheme investing in a basket of equity, debt, Gold and other Exchange Traded Funds.
This product is suitable for investors who are seeking##:
- To create wealth over long term
- Investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold & exchange traded funds, offshore mutual funds and money market instruments
##Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Please note that the above risk-o-meter is as per the product labelling of the Scheme available as on the date of this communication/ disclosure. As per SEBI circular dated October 5, 2020 on product labelling (as amended from time to time), risk-o-meter will be calculated on a monthly basis based on the risk value of the scheme portfolio based on the methodology specified by SEBI in the above stated circular. The AMC shall disclose the risk-o-meter along with portfolio disclosure for all their schemes on their respective website and on AMFI website within 10 days from the close of each month. Any change in risk-o-meter shall be communicated by way of Notice cum Addendum and by way of an e-mail or SMS to unitholders of that particular Scheme.
Benchmark: S&P BSE 200 TRI Index
Benchmark: CRISIL Composite Bond Fund Index
SEBI vide its circular no. SEBI/HO/IMD/ IMD-II DF3/P/CIR/2021/652 dated October 27, 2021, on ‘Guiding Principles for bringing uniformity in Benchmarks of Mutual Fund Schemes’ has introduced two-tiered structure for benchmarking of certain categories of schemes. Accordingly, the benchmark of the scheme has been classified as Tier 1 benchmark effective from 01 December 2021