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HSBC Global Asset Management – HSBC World Index Range: Balanced Portfolio

HSBC Global Asset Management – HSBC World Index Range: Balanced Portfolio

Type: Oeic

Aim: Growth by investing in fixed income securities, equities, commodities, private equity and property through a portfolio of passive index tracking funds and exchange traded funds managed to a balanced risk profile

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 100% in fixed income securities, equities, commodities, private equity and property

Isa eligible: Yes

Charges: Income and accumulation shares – initial 4%, annual 1%, X shares – no initial charge, annual 0.5%

Commission: Initial 4%, renewal 0.5% on retail and accumulation shares

Tel: 0800 081 890

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