C057 99057 HSBC MNG Solutions (HK).ai 1 //1 HSBC GIF Managed Solutions Series HSBC GIF Managed Solutions - Conservative New The HSBC GIF Managed Solutions series targets long-term growth, through active, flexible asset allocation, in a diversified portfolio of equity and fixed income securities, of which minimum 70% will be invested in Asia ex-japan region. These portfolios are not constrained by static allocations, and can significantly change their composition should attractive investment opportunities arise. HSBC risk level: Flexible use of cash for risk management purposes Key reasons for exposure to Asian assets: Home bias higher comfort level for local investors and clearer understanding of risk and return Strong growth drivers pro-active government policy, rising corporate profits, low default and interest rates, rising Ample investment opportunities historically low Asian equity valuations and robust fundamentals for Asian bonds Can invest in Asian equities when opportunities arise Asian equities 16% Up to 85% in government bonds, and up to 70% in Asian investment-grade bonds to capture diversified source of growth while smoothening portfolio volatility Asian investmentgrade bonds 0% Cash % GDP growth to support performance of Asian assets Cautious investors who participate in the Asia growth opportunities with relatively low volatility indicate potential to unlock long-term value With the HSBC GIF Managed Solutions Series, investors can choose a vehicle that captures the investment opportunities in the world s fastest growing region, which is customised to their risk tolerance level. HSBC GIF Managed Solutions - Income Potential return (%) GROWTH INCOME CONSERVATIVE Target customers Conservative Low tolerance of risk Conservative to balanced Moderate tolerance of risk Balanced to aggressive Higher tolerance of risk Risk level Current portfolio HSBC risk level : At least 70% invested in Asia ex-japan asset classes (USD and local currency) for income and growth Up to 70% in Asian investment-grade bonds for diversified Asian high dividend source of return while smoothening portfolio volatility equity % Invest up to 0% in REITs and emerging market debt for yield and growth GEM local Ability to invest across asset classes and globally to capture debt 10% income and growth opportunities Cash, govt bonds 5% Asian local currency bond 15% Asian investment grade bond % Asian high yield bond 1% Moderate investors who primarily seek income and potential growth, mostly from Asian assets : The Funds may be suitable for investors whom: have a clear understanding of the risk profiles from conservative to aggressive and wish to choose corresponding diversified investment solutions are comfortable investing across asset classes and primarily on Asian assets look for investment expertise in flexible asset allocation that aims to maximise risk adjusted returns over the long term desire varying degrees of stable to moderate capital growth with potential income, depending on their risk profile and appetite Potential risks Bond investments may involve interest rate, credit, liquidity, default, derivative risks and any combination of these and other risks Equity investments may be affected by global economic environment and fluctuating economic data, as well as government policy and macro risks Exposure to emerging markets involves a greater risk of loss than exposure to more developed markets due to greater political, economic and regulatory risks The Funds may be affected by changes in exchange rates between base currency and other currencies or exchange control regulations Changes in interest rate and government policies could also be additional macro risks HSBC GIF Managed Solutions - Growth HSBC risk level: At least 70% invested in Asia Pacific ex-japan asset classes (USD and local currency) Up to 100% equity exposure Ability to invest across asset classes and globally, to capture high growth opportunities Conservative Income Growth New Asian investmentgrade bonds 15% Asian local currency bonds 10% Asian equity 75% Aggressive investors who seek equity like returns and high growth opportunities in Asia, whilst preferring to remain diversified across asset classes HSBC GIF = HSBC Global Investment Funds. # For illustrative purposes only. The asset classes and their allocations may be changed from time to time without notice. Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited. *Indicative portfolios as at end January 01. The portfolio details are for illustration purposes only and the actual universe and allocation may differ. Source: HSBC Global Asset Management, as at 1 January 01. Percentage may not add up to 100 due to rounding. HSBC Managed Solutions Series
C057 99057 HSBC MNG Solutions (HK).ai //1 Fund details Plan wisely for your long-term wealth With market volatility a constant reality for investors, it is easy to be confused by what and where to invest. The key to moving past this dilemma is understanding where your risk appetite lies, so that you can decide where you want to go on your investment journey, and how you want to get there. HSBC GIF Managed Solutions We understand this need. With HSBC Managed Solutions, we partner with you on your wealth accumulation journey by providing solutions that best fit your risk/return profile, and are geared towards achieving long-term returns. Investment objectives Conservative Income Growth 18 March 01 5 May 01 18 March 01 Seeks long-term stable returns Seeks income and moderate capital growth by investing flexibly indiversified portfolio of asset classes, Asia ex-japan region Seeks long-term total return Class of shares & ISIN Codes ACUSD - LU085988 ACHSGD - LU08597 ACHEUR - LU08595077 ACHAUD - LU0859508 AMUSD - LU0765117 AMHSGD - LU08109199 AMHEUR - LU0800708 AMHAUD - LU0800719 ACUSD - LU0765095 ACHSGD - LU081096 ACUSD - LU08191171 ACHSGD - LU085698785 ACHAUD - LU085698516 ACHEUR - LU0856985089 Dividend policy* N. A. Monthly N.A. Inception date Select a diversified, actively managed all-in-one investment vehicle Forget market timing. Most investors end up buying high and selling low, as it s almost impossible to predict which asset class will outperform over a certain period of time. Using the Asian assets as an example, the performance of Asian equities and bonds has alternated almost every year. Diversification = potential return market timing1 007 008 009 010 011 01 Asian equity 7.% -50.% 7.% 18.1% -1.9%.5% Asian bond -6.5% 5.% 10.% 1.7% Subscription mode 1.% -8.% 8.9% 1.% -.7% 17.6% Sales Charge Diversified 50/50 split (Average return, no market timing) Instead, let our investment professionals diversify your portfolio by moving flexibly into those asset classes which are likely to perform well over the long term. With the multitude of opportunities available for growth and income, our experts can provide exposure to undervalued investment opportunities across asset classes, in a disciplined manner. SRS (SGD only) and Cash Up to Management fee (per annum) 0.7% 1.5% 1.5% HSBC risk level Let HSBC do all the work for you HSBC Managed Solutions offer investors integrated investment solutions to accumulate wealth over a long-term horizon Exclusive to HSBC customers, the Managed Solutions series is tailored to best fit the risk profile of a broad range of investors These carefully constructed, diversified portfolios invest in a wide range of asset classes that we believe will outperform over the long term Through our flexible allocation and award winning expertise, we select the best value opportunities to capture growth Exclusive to HSBC customers, the Managed Solutions series consists of dedicated investment solutions that tap our expertise in managing cost, risk and performance. We achieve this by leveraging our global reach and in-house capabilities, applying rigorous risk monitoring processes, and tapping our multiple award-winning investment expertise. Asian fixed income Asian equities Global emerging markets bond Morningstar Fund Awards 009, 011, 01 Asian Bond Award 010 Asia ex-japan Equity Asia Asset Management Best Asian Bond House 008, 009, 010, 01 Lipper Fund Awards 010 Asia Pacific Equity Small and Mid Caps Award 010 & 01 Emerging Market Bond P&I Provider Awards 010 The Best Emerging Market Debt House By leveraging our core strengths in managing investment and risk, the Managed Solutions series represents HSBC s commitment to partner clients in managing their long-term wealth * Dividend is not guaranteed and may be paid out of capital which will result in capital erosion and reduction in net asset value. This document is prepared for general information purpose only and the opinions expressed are subject to change without notice. The opinions expressed herein should not be considered to be a recommendation by HSBC Global Asset Management (Singapore) Limited to any reader of this material to buy or sell securities, commodities, currencies or other investments referred to herein. It is published for information only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this document. Investors may wish to seek advice from a financial adviser before purchasing units in the fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the fund in question is suitable for him. The past performance of any fund and the manager and any economic and market trends/forecast are not necessarily indicative of the future or likely performance of the fund. Value of investment and units may go down as well as up, and the investor may not get back the original sum invested. Investors and potential investors should read the Singapore prospectus (including the risk warnings) which is available at HSBC Global Asset Management (Singapore) Limited or its authorised distributors, before investing. Changes in rates of currency exchange may affect significantly the value of the investment. HSBC Global Asset Management (Singapore) Limited, or its ultimate and intermediate holding companies, subsidiaries, affiliates, clients, directors and/or staff may, at anytime, have a position in the markets referred herein, and may buy or sell securities, currencies, or any other financial instruments in such markets. Source: 1. HSBC Global Asset Management, Bloomberg. Data as at 1 December 01. Asian equity = MSCI AC Asia Pacific Ex-Japan Index, Asian bond = HSBC Asian Dollar Bond Index, in USD, with dividends reinvested. Historical data is shown for illustrative purposes only and should not be relied on as indication for future performance.. Morningstar Fund Awards (Hong Kong) 009, 011 and 01: Based on performance as at 1 December 009, 011 and 01 respectively. Asia Asset Management Best of the Best Awards 008, 009, 010 and 01: Based on performance as at 0 November 008, 009, 010 and 01 respectively; Lipper Fund Awards 010: Based on performance as at 1 December 009; Award 010 and 01: Based on performance as at 1 December 010 and 01 respectively. The Best Emerging Market Debt House by Pension and Investment Provider Awards 010: Based on performance as at 1 December 010. HSBC Global Asset Management (Singapore) Limited has based this document on information obtained from sources it believes to be reliable but which it has not independently verified. Care has been taken to ensure the accuracy and completeness of this presentation but HSBC Global Asset Management (Singapore) Limited and HSBC Group accepts no responsibility for any errors or omissions contained therein. HSBC Global Asset Management (Singapore) Limited 1 Collyer Quay #06-01 HSBC Building Singapore 090 Telephone: (65) 6658 900 Facsimile: (65) 65 Website: www.assetmanagement.hsbc.com/sg Company Registration No. 1986006R 001_MSSeries Enjoy a satisfying investment journey with HSBC
C057 99057 HSBC MNG Solutions (HK).ai //1 Fund details Plan wisely for your long-term wealth With market volatility a constant reality for investors, it is easy to be confused by what and where to invest. The key to moving past this dilemma is understanding where your risk appetite lies, so that you can decide where you want to go on your investment journey, and how you want to get there. HSBC GIF Managed Solutions We understand this need. With HSBC Managed Solutions, we partner with you on your wealth accumulation journey by providing solutions that best fit your risk/return profile, and are geared towards achieving long-term returns. Investment objectives Conservative Income Growth 18 March 01 5 May 01 18 March 01 Seeks long-term stable returns Seeks income and moderate capital growth by investing flexibly indiversified portfolio of asset classes, Asia ex-japan region Seeks long-term total return Class of shares & ISIN Codes ACUSD - LU085988 ACHSGD - LU08597 ACHEUR - LU08595077 ACHAUD - LU0859508 AMUSD - LU0765117 AMHSGD - LU08109199 AMHEUR - LU0800708 AMHAUD - LU0800719 ACUSD - LU0765095 ACHSGD - LU081096 ACUSD - LU08191171 ACHSGD - LU085698785 ACHAUD - LU085698516 ACHEUR - LU0856985089 Dividend policy* N. A. Monthly N.A. Inception date Select a diversified, actively managed all-in-one investment vehicle Forget market timing. Most investors end up buying high and selling low, as it s almost impossible to predict which asset class will outperform over a certain period of time. Using the Asian assets as an example, the performance of Asian equities and bonds has alternated almost every year. Diversification = potential return market timing1 007 008 009 010 011 01 Asian equity 7.% -50.% 7.% 18.1% -1.9%.5% Asian bond -6.5% 5.% 10.% 1.7% Subscription mode 1.% -8.% 8.9% 1.% -.7% 17.6% Sales Charge Diversified 50/50 split (Average return, no market timing) Instead, let our investment professionals diversify your portfolio by moving flexibly into those asset classes which are likely to perform well over the long term. With the multitude of opportunities available for growth and income, our experts can provide exposure to undervalued investment opportunities across asset classes, in a disciplined manner. SRS (SGD only) and Cash Up to Management fee (per annum) 0.7% 1.5% 1.5% HSBC risk level Let HSBC do all the work for you HSBC Managed Solutions offer investors integrated investment solutions to accumulate wealth over a long-term horizon Exclusive to HSBC customers, the Managed Solutions series is tailored to best fit the risk profile of a broad range of investors These carefully constructed, diversified portfolios invest in a wide range of asset classes that we believe will outperform over the long term Through our flexible allocation and award winning expertise, we select the best value opportunities to capture growth Exclusive to HSBC customers, the Managed Solutions series consists of dedicated investment solutions that tap our expertise in managing cost, risk and performance. We achieve this by leveraging our global reach and in-house capabilities, applying rigorous risk monitoring processes, and tapping our multiple award-winning investment expertise. Asian fixed income Asian equities Global emerging markets bond Morningstar Fund Awards 009, 011, 01 Asian Bond Award 010 Asia ex-japan Equity Asia Asset Management Best Asian Bond House 008, 009, 010, 01 Lipper Fund Awards 010 Asia Pacific Equity Small and Mid Caps Award 010 & 01 Emerging Market Bond P&I Provider Awards 010 The Best Emerging Market Debt House By leveraging our core strengths in managing investment and risk, the Managed Solutions series represents HSBC s commitment to partner clients in managing their long-term wealth * Dividend is not guaranteed and may be paid out of capital which will result in capital erosion and reduction in net asset value. This document is prepared for general information purpose only and the opinions expressed are subject to change without notice. The opinions expressed herein should not be considered to be a recommendation by HSBC Global Asset Management (Singapore) Limited to any reader of this material to buy or sell securities, commodities, currencies or other investments referred to herein. It is published for information only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this document. Investors may wish to seek advice from a financial adviser before purchasing units in the fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the fund in question is suitable for him. The past performance of any fund and the manager and any economic and market trends/forecast are not necessarily indicative of the future or likely performance of the fund. Value of investment and units may go down as well as up, and the investor may not get back the original sum invested. Investors and potential investors should read the Singapore prospectus (including the risk warnings) which is available at HSBC Global Asset Management (Singapore) Limited or its authorised distributors, before investing. Changes in rates of currency exchange may affect significantly the value of the investment. HSBC Global Asset Management (Singapore) Limited, or its ultimate and intermediate holding companies, subsidiaries, affiliates, clients, directors and/or staff may, at anytime, have a position in the markets referred herein, and may buy or sell securities, currencies, or any other financial instruments in such markets. Source: 1. HSBC Global Asset Management, Bloomberg. Data as at 1 December 01. Asian equity = MSCI AC Asia Pacific Ex-Japan Index, Asian bond = HSBC Asian Dollar Bond Index, in USD, with dividends reinvested. Historical data is shown for illustrative purposes only and should not be relied on as indication for future performance.. Morningstar Fund Awards (Hong Kong) 009, 011 and 01: Based on performance as at 1 December 009, 011 and 01 respectively. Asia Asset Management Best of the Best Awards 008, 009, 010 and 01: Based on performance as at 0 November 008, 009, 010 and 01 respectively; Lipper Fund Awards 010: Based on performance as at 1 December 009; Award 010 and 01: Based on performance as at 1 December 010 and 01 respectively. The Best Emerging Market Debt House by Pension and Investment Provider Awards 010: Based on performance as at 1 December 010. HSBC Global Asset Management (Singapore) Limited has based this document on information obtained from sources it believes to be reliable but which it has not independently verified. Care has been taken to ensure the accuracy and completeness of this presentation but HSBC Global Asset Management (Singapore) Limited and HSBC Group accepts no responsibility for any errors or omissions contained therein. HSBC Global Asset Management (Singapore) Limited 1 Collyer Quay #06-01 HSBC Building Singapore 090 Telephone: (65) 6658 900 Facsimile: (65) 65 Website: www.assetmanagement.hsbc.com/sg Company Registration No. 1986006R 001_MSSeries Enjoy a satisfying investment journey with HSBC
C057 99057 HSBC MNG Solutions (HK).ai 1 //1 HSBC GIF Managed Solutions Series HSBC GIF Managed Solutions - Conservative New The HSBC GIF Managed Solutions series targets long-term growth, through active, flexible asset allocation, in a diversified portfolio of equity and fixed income securities, of which minimum 70% will be invested in Asia ex-japan region. These portfolios are not constrained by static allocations, and can significantly change their composition should attractive investment opportunities arise. HSBC risk level: Flexible use of cash for risk management purposes Key reasons for exposure to Asian assets: Home bias higher comfort level for local investors and clearer understanding of risk and return Strong growth drivers pro-active government policy, rising corporate profits, low default and interest rates, rising Ample investment opportunities historically low Asian equity valuations and robust fundamentals for Asian bonds Can invest in Asian equities when opportunities arise Asian equities 16% Up to 85% in government bonds, and up to 70% in Asian investment-grade bonds to capture diversified source of growth while smoothening portfolio volatility Asian investmentgrade bonds 0% Cash % GDP growth to support performance of Asian assets Cautious investors who participate in the Asia growth opportunities with relatively low volatility indicate potential to unlock long-term value With the HSBC GIF Managed Solutions Series, investors can choose a vehicle that captures the investment opportunities in the world s fastest growing region, which is customised to their risk tolerance level. HSBC GIF Managed Solutions - Income Potential return (%) GROWTH INCOME CONSERVATIVE Target customers Conservative Low tolerance of risk Conservative to balanced Moderate tolerance of risk Balanced to aggressive Higher tolerance of risk Risk level Current portfolio HSBC risk level : At least 70% invested in Asia ex-japan asset classes (USD and local currency) for income and growth Up to 70% in Asian investment-grade bonds for diversified Asian high dividend source of return while smoothening portfolio volatility equity % Invest up to 0% in REITs and emerging market debt for yield and growth GEM local Ability to invest across asset classes and globally to capture debt 10% income and growth opportunities Cash, govt bonds 5% Asian local currency bond 15% Asian investment grade bond % Asian high yield bond 1% Moderate investors who primarily seek income and potential growth, mostly from Asian assets : The Funds may be suitable for investors whom: have a clear understanding of the risk profiles from conservative to aggressive and wish to choose corresponding diversified investment solutions are comfortable investing across asset classes and primarily on Asian assets look for investment expertise in flexible asset allocation that aims to maximise risk adjusted returns over the long term desire varying degrees of stable to moderate capital growth with potential income, depending on their risk profile and appetite Potential risks Bond investments may involve interest rate, credit, liquidity, default, derivative risks and any combination of these and other risks Equity investments may be affected by global economic environment and fluctuating economic data, as well as government policy and macro risks Exposure to emerging markets involves a greater risk of loss than exposure to more developed markets due to greater political, economic and regulatory risks The Funds may be affected by changes in exchange rates between base currency and other currencies or exchange control regulations Changes in interest rate and government policies could also be additional macro risks HSBC GIF Managed Solutions - Growth HSBC risk level: At least 70% invested in Asia Pacific ex-japan asset classes (USD and local currency) Up to 100% equity exposure Ability to invest across asset classes and globally, to capture high growth opportunities Conservative Income Growth New Asian investmentgrade bonds 15% Asian local currency bonds 10% Asian equity 75% Aggressive investors who seek equity like returns and high growth opportunities in Asia, whilst preferring to remain diversified across asset classes HSBC GIF = HSBC Global Investment Funds. # For illustrative purposes only. The asset classes and their allocations may be changed from time to time without notice. Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited. *Indicative portfolios as at end January 01. The portfolio details are for illustration purposes only and the actual universe and allocation may differ. Source: HSBC Global Asset Management, as at 1 January 01. Percentage may not add up to 100 due to rounding. HSBC Managed Solutions Series
C057 99057 HSBC MNG Solutions (HK).ai 1 //1 HSBC GIF Managed Solutions Series HSBC GIF Managed Solutions - Conservative New The HSBC GIF Managed Solutions series targets long-term growth, through active, flexible asset allocation, in a diversified portfolio of equity and fixed income securities, of which minimum 70% will be invested in Asia ex-japan region. These portfolios are not constrained by static allocations, and can significantly change their composition should attractive investment opportunities arise. HSBC risk level: Flexible use of cash for risk management purposes Key reasons for exposure to Asian assets: Home bias higher comfort level for local investors and clearer understanding of risk and return Strong growth drivers pro-active government policy, rising corporate profits, low default and interest rates, rising Ample investment opportunities historically low Asian equity valuations and robust fundamentals for Asian bonds Can invest in Asian equities when opportunities arise Asian equities 16% Up to 85% in government bonds, and up to 70% in Asian investment-grade bonds to capture diversified source of growth while smoothening portfolio volatility Asian investmentgrade bonds 0% Cash % GDP growth to support performance of Asian assets Cautious investors who participate in the Asia growth opportunities with relatively low volatility indicate potential to unlock long-term value With the HSBC GIF Managed Solutions Series, investors can choose a vehicle that captures the investment opportunities in the world s fastest growing region, which is customised to their risk tolerance level. HSBC GIF Managed Solutions - Income Potential return (%) GROWTH INCOME CONSERVATIVE Target customers Conservative Low tolerance of risk Conservative to balanced Moderate tolerance of risk Balanced to aggressive Higher tolerance of risk Risk level Current portfolio HSBC risk level : At least 70% invested in Asia ex-japan asset classes (USD and local currency) for income and growth Up to 70% in Asian investment-grade bonds for diversified Asian high dividend source of return while smoothening portfolio volatility equity % Invest up to 0% in REITs and emerging market debt for yield and growth GEM local Ability to invest across asset classes and globally to capture debt 10% income and growth opportunities Cash, govt bonds 5% Asian local currency bond 15% Asian investment grade bond % Asian high yield bond 1% Moderate investors who primarily seek income and potential growth, mostly from Asian assets : The Funds may be suitable for investors whom: have a clear understanding of the risk profiles from conservative to aggressive and wish to choose corresponding diversified investment solutions are comfortable investing across asset classes and primarily on Asian assets look for investment expertise in flexible asset allocation that aims to maximise risk adjusted returns over the long term desire varying degrees of stable to moderate capital growth with potential income, depending on their risk profile and appetite Potential risks Bond investments may involve interest rate, credit, liquidity, default, derivative risks and any combination of these and other risks Equity investments may be affected by global economic environment and fluctuating economic data, as well as government policy and macro risks Exposure to emerging markets involves a greater risk of loss than exposure to more developed markets due to greater political, economic and regulatory risks The Funds may be affected by changes in exchange rates between base currency and other currencies or exchange control regulations Changes in interest rate and government policies could also be additional macro risks HSBC GIF Managed Solutions - Growth HSBC risk level: At least 70% invested in Asia Pacific ex-japan asset classes (USD and local currency) Up to 100% equity exposure Ability to invest across asset classes and globally, to capture high growth opportunities Conservative Income Growth New Asian investmentgrade bonds 15% Asian local currency bonds 10% Asian equity 75% Aggressive investors who seek equity like returns and high growth opportunities in Asia, whilst preferring to remain diversified across asset classes HSBC GIF = HSBC Global Investment Funds. # For illustrative purposes only. The asset classes and their allocations may be changed from time to time without notice. Subject to on-going review by The Hongkong and Shanghai Banking Corporation Limited. *Indicative portfolios as at end January 01. The portfolio details are for illustration purposes only and the actual universe and allocation may differ. Source: HSBC Global Asset Management, as at 1 January 01. Percentage may not add up to 100 due to rounding. HSBC Managed Solutions Series
C057 99057 HSBC MNG Solutions (HK).ai //1 Fund details Plan wisely for your long-term wealth With market volatility a constant reality for investors, it is easy to be confused by what and where to invest. The key to moving past this dilemma is understanding where your risk appetite lies, so that you can decide where you want to go on your investment journey, and how you want to get there. HSBC GIF Managed Solutions We understand this need. With HSBC Managed Solutions, we partner with you on your wealth accumulation journey by providing solutions that best fit your risk/return profile, and are geared towards achieving long-term returns. Investment objectives Conservative Income Growth 18 March 01 5 May 01 18 March 01 Seeks long-term stable returns Seeks income and moderate capital growth by investing flexibly indiversified portfolio of asset classes, Asia ex-japan region Seeks long-term total return Class of shares & ISIN Codes ACUSD - LU085988 ACHSGD - LU08597 ACHEUR - LU08595077 ACHAUD - LU0859508 AMUSD - LU0765117 AMHSGD - LU08109199 AMHEUR - LU0800708 AMHAUD - LU0800719 ACUSD - LU0765095 ACHSGD - LU081096 ACUSD - LU08191171 ACHSGD - LU085698785 ACHAUD - LU085698516 ACHEUR - LU0856985089 Dividend policy* N. A. Monthly N.A. Inception date Select a diversified, actively managed all-in-one investment vehicle Forget market timing. Most investors end up buying high and selling low, as it s almost impossible to predict which asset class will outperform over a certain period of time. Using the Asian assets as an example, the performance of Asian equities and bonds has alternated almost every year. Diversification = potential return market timing1 007 008 009 010 011 01 Asian equity 7.% -50.% 7.% 18.1% -1.9%.5% Asian bond -6.5% 5.% 10.% 1.7% Subscription mode 1.% -8.% 8.9% 1.% -.7% 17.6% Sales Charge Diversified 50/50 split (Average return, no market timing) Instead, let our investment professionals diversify your portfolio by moving flexibly into those asset classes which are likely to perform well over the long term. With the multitude of opportunities available for growth and income, our experts can provide exposure to undervalued investment opportunities across asset classes, in a disciplined manner. SRS (SGD only) and Cash Up to Management fee (per annum) 0.7% 1.5% 1.5% HSBC risk level Let HSBC do all the work for you HSBC Managed Solutions offer investors integrated investment solutions to accumulate wealth over a long-term horizon Exclusive to HSBC customers, the Managed Solutions series is tailored to best fit the risk profile of a broad range of investors These carefully constructed, diversified portfolios invest in a wide range of asset classes that we believe will outperform over the long term Through our flexible allocation and award winning expertise, we select the best value opportunities to capture growth Exclusive to HSBC customers, the Managed Solutions series consists of dedicated investment solutions that tap our expertise in managing cost, risk and performance. We achieve this by leveraging our global reach and in-house capabilities, applying rigorous risk monitoring processes, and tapping our multiple award-winning investment expertise. Asian fixed income Asian equities Global emerging markets bond Morningstar Fund Awards 009, 011, 01 Asian Bond Award 010 Asia ex-japan Equity Asia Asset Management Best Asian Bond House 008, 009, 010, 01 Lipper Fund Awards 010 Asia Pacific Equity Small and Mid Caps Award 010 & 01 Emerging Market Bond P&I Provider Awards 010 The Best Emerging Market Debt House By leveraging our core strengths in managing investment and risk, the Managed Solutions series represents HSBC s commitment to partner clients in managing their long-term wealth * Dividend is not guaranteed and may be paid out of capital which will result in capital erosion and reduction in net asset value. This document is prepared for general information purpose only and the opinions expressed are subject to change without notice. The opinions expressed herein should not be considered to be a recommendation by HSBC Global Asset Management (Singapore) Limited to any reader of this material to buy or sell securities, commodities, currencies or other investments referred to herein. It is published for information only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this document. Investors may wish to seek advice from a financial adviser before purchasing units in the fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the fund in question is suitable for him. The past performance of any fund and the manager and any economic and market trends/forecast are not necessarily indicative of the future or likely performance of the fund. Value of investment and units may go down as well as up, and the investor may not get back the original sum invested. Investors and potential investors should read the Singapore prospectus (including the risk warnings) which is available at HSBC Global Asset Management (Singapore) Limited or its authorised distributors, before investing. Changes in rates of currency exchange may affect significantly the value of the investment. HSBC Global Asset Management (Singapore) Limited, or its ultimate and intermediate holding companies, subsidiaries, affiliates, clients, directors and/or staff may, at anytime, have a position in the markets referred herein, and may buy or sell securities, currencies, or any other financial instruments in such markets. Source: 1. HSBC Global Asset Management, Bloomberg. Data as at 1 December 01. Asian equity = MSCI AC Asia Pacific Ex-Japan Index, Asian bond = HSBC Asian Dollar Bond Index, in USD, with dividends reinvested. Historical data is shown for illustrative purposes only and should not be relied on as indication for future performance.. Morningstar Fund Awards (Hong Kong) 009, 011 and 01: Based on performance as at 1 December 009, 011 and 01 respectively. Asia Asset Management Best of the Best Awards 008, 009, 010 and 01: Based on performance as at 0 November 008, 009, 010 and 01 respectively; Lipper Fund Awards 010: Based on performance as at 1 December 009; Award 010 and 01: Based on performance as at 1 December 010 and 01 respectively. The Best Emerging Market Debt House by Pension and Investment Provider Awards 010: Based on performance as at 1 December 010. HSBC Global Asset Management (Singapore) Limited has based this document on information obtained from sources it believes to be reliable but which it has not independently verified. Care has been taken to ensure the accuracy and completeness of this presentation but HSBC Global Asset Management (Singapore) Limited and HSBC Group accepts no responsibility for any errors or omissions contained therein. HSBC Global Asset Management (Singapore) Limited 1 Collyer Quay #06-01 HSBC Building Singapore 090 Telephone: (65) 6658 900 Facsimile: (65) 65 Website: www.assetmanagement.hsbc.com/sg Company Registration No. 1986006R 001_MSSeries Enjoy a satisfying investment journey with HSBC