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HSBC GIF Global Sustainable Long Term Equity

A concentrated portfolio of resiliently growing businesses
SFDR Article 9 Fund

Getting to know opportunities in Sustainable Equities over the long term

Listen to our Portfolio Manager bringing alive the opportunities that Sustainable Equities offer in the long term. Watch this video to know more about HSBC’s long term Sustainable Equities, the portfolio workings and the benefits to investors.
Against the backdrop of a marketplace enchanted by short-term outcomes, the long-term investor can generate strong returns by harnessing a process specifically designed to find companies which produce growing cash-flow streams
Darryl Lucas, Head of Sustainable Long-Term Equities

Focus on HSBC GIF Global Sustainable Long Term Equity

The HSBC GIF Global Sustainable Long Term Equity Fund aims to provide long-term capital growth and income by investing in shares issued by companies that actively contribute to United Nations Sustainable Development Goals, while promoting environmental, social and governance characteristics.

  • 10/10 approach – 10-year forecasting, 10-year intended holding period
  • Sustainability – considering sustainability of business models, practices and culture, and products to go beyond ESG metrics
  • Credit Aware – unique insights through our rigorous credit analysis framework
  • Fundamentally driven – analysing companies fundamentally, under several scenarios, in order to build our own risk framework
  • Conviction – high active share, unconstrained, best-in-class approach to company selection

Investment Process

We are looking for companies that exhibit a combination of:

Adaptability

Adaptability
Companies able to iterate its business model and products
Resiliency

Resiliency
Businesses meaningful in control of their long term destiny, not overly dependent on external factors
Repeatability

Repeatability
Business models that don’t change too much over time. They get better at what they do, their products improve, but the business model doesn’t change fundamentally
Sustainability

Sustainability
Sustainability of product, business model, practices, and culture

Key risks

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.

  • Counterparty Risk: The possibility that the counterparty to a transaction may be unwilling or unable to meet its obligations.
  • Derivatives Risk: Derivatives can behave unexpectedly. The pricing and volatility of many derivatives may diverge from strictly reflecting the pricing or volatility of their underlying reference(s), instrument or asset.
  • Emerging Markets Risk: Emerging markets are less established, and often more volatile, than developed markets and involve higher risks, particularly market, liquidity and currency risks.
  • Exchange Rate Risk: Changes in currency exchange rates could reduce or increase investment gains or investment losses, in some cases significantly.
  • Investment Leverage Risk: Investment Leverage occurs when the economic exposure is greater than the amount invested, such as when derivatives are used. A Fund that employs leverage may experience greater gains and/or losses due to the amplification effect from a movement in the price of the reference source.
  • Liquidity Risk: Liquidity Risk is the risk that a Fund may encounter difficulties meeting its obligations in respect of financial liabilities that are settled by delivering cash or other financial assets, thereby compromising existing or remaining investors.
  • Operational Risk: Operational risks may subject the Fund to errors affecting transactions, valuation, accounting, and financial reporting, among other things.
  • Sustainability risk: means an environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment.

SRI : 4/7. The SRI (Summary Risk Indicator) is an overall indicator of the product risk level. The scale varies from 1 (least risky) to 7 (most risky). Historical data may not be a reliable indication for the future. The rating is not guaranteed to remain unchanged and the categorisation may shift over time. The lowest rating does not mean a risk-free investment. Do not run any unnecessary risk. Read the Key Information Document. The fund has a high risk indicator. The value of investments can go up as well as down.

Important Information

HSBC GIF Global Sustainable Long Term Equity is a sub fund of HSBC Global Investment Funds, a Luxemburg domiciled SICAV. Before subscription, investors should refer to Key Information Document (KID) of the fund as well as its complete prospectus. For more detailed information on the risks associated with this fund, investors should refer to the complete prospectus of the fund. The shares of HSBC Global Investment Funds have not been and will not be offered for sale or sold in the United States of America, its territories or possessions and all areas subject to its jurisdiction, or to United States Persons.

If necessary, investors can refer to the complaints handling charter available in the banner of our website. Please note that the distribution of the product can stop at any time by decision of the management company.

Past performance is no guarantee of future returns. Future returns will depend inter alia on market developments, the fund manager’s skill, the fund’s level risk and management costs and if applicable subscription and redemption costs. The return, the value of money invested in the fund may become negative as a result of price losses and currency fluctuations. There is no guarantee that all of your invested capital can be redeemed. Unless stated otherwise, inflation is not taken into account.

Any forecast, projection or target where provided is indicative only and is not guaranteed in any way.

Article 9 SFDR : the product has a sustainability objective.

Detailed information for article 8 and 9 sustainable investment products, as categorised under the Sustainable Finance Disclosure Regulation (SFDR), including; description of the environmental or social characteristics or the sustainable investment objective; methodologies used to assess, measure and monitor the environmental or social characteristics and the impact of the selected sustainable investments and; objectives and benchmark information, can be found in our website.

Representative overview of the investment process, which may differ by product, client mandate or market conditions. The commentary and analysis presented in this document reflect the opinion of HSBC Asset Management on the markets, according to the information available to date. They do not constitute any kind of commitment from HSBC Asset Management. Consequently, HSBC Asset Management will not be held responsible for any investment or disinvestment decision taken on the basis of the commentary and/or analysis in this document. All data from HSBC Asset Management unless otherwise specified. Any third party information has been obtained from sources we believe to be reliable, but which we have not independently verified. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Capital is not guaranteed. It is important to remember that the value of investments and any income from them can go down as well as up and is not guaranteed.

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