For complete risk considerations, please refer to the fund's prospectus. It is not intended to provide and should not be relied upon for accounting, legal or tax advice. © 2020 HSBC Global Asset Management (USA) Inc. All rights reserved. There is no assurance that a portfolio will achieve its investment objective or will work under all market conditions.

The latest fund information for HSBC Global Strategy Balanced Portfolio C Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Equity investments fluctuate in value based on changes to an individual company’s financial condition and overall market conditions. For complete risk considerations, please refer to the fund's prospectus.

Risk Considerations: In a rising interest-rate environment, bond prices fall. For other investors and prospective investors, please call the Funds directly at 1-800-782-8183. Third party websites are not related to or under the control of HSBC, its affiliates or subsidiaries. The performance of each fund was analysed against all other same sector funds. Performance returns as of Risk Considerations: HSBC Global Asset Management (USA) Inc. serves as the investment adviser to the HSBC Funds. © 2020 HSBC Global Asset Management (USA) Inc. All rights reserved. Frontier markets generally have smaller economies or less developed capital markets than traditional emerging markets, and therefore investing in frontier markets can magnify the risks of investing in emerging markets. Credit risk refers to the ability of an issuer to make timely payments of interest and principal. Investments in high yield securities (commonly referred to as “junk bonds”) are often considered speculative investments and have significantly higher credit risk than investment grade securities. All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor. Fixed income is subject to credit and interest rate risk. Investors should read the prospectus carefully before investing or sending money. All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor. HSBC Global Asset Management (USA) Inc., the Fund’s investment adviser has entered into a contractual expense limitation agreement with the Fund under which it will limit total expenses of the Fund (excluding interest, tax, brokerage commissions, extraordinary expenses and estimated indirect expenses attributable to the Fund’s investments in investment companies) to an annual rate of 1.10%. Performance for the Fund reflects the expense ratio as reported in the prospectus dated February 28, 2020.


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