HSBC-Link Asia Balanced Fund

HSBC-Link Asia Balanced Fund aims to achieve capital growth over the medium to longer term by investing in Asian equities and high quality debt securities of major bond markets.

This fund allows you to capitalise on Asian companies that demonstrate strong secular growth trends, reflecting the rich investment opportunities in the Asian region. It also provides stability to your portfolio by investing in high quality debt securities that takes advantage of investment opportunities in interest rate and currency trends of the global bond markets.

The HSBC-Link Asia Balanced Fund invests primarily 70% into the Legg Mason Asian Enterprise Trust and 30% into the Legg Mason Global Bond Trust.

The fund is suitable for investors who are looking for potential growth opportunities from top Asian companies and are willing to take moderate volatility to achieve capital growth over the medium to longer term.

This is an insurance-linked policy fund and can be invested only through our Growth Cultivator, a single premium investment-linked plan.

In the event of death, your loved ones will receive a minimum death benefit regardless of the value of the fund. This benefit is not embedded within the fund but is provided for when you select any of our investment-linked plans.

You can have unlimited switches between funds within the funds offered under Growth Cultivator. This is to ensure your portfolio objective is aligned with your investment objective, which may change along the way.

Under the current Singapore tax laws, proceeds of a personal life insurance policy are not subjected to income tax.

HSBC-Link Asia Balanced Fund can be invested using Cash or SRS. You can start with as little as single premium of S$5,000. You can even top-up your investment over time. Speak to our financial planner or appointed distributor to find out more about the fund.

Call us on (65) 6225 6111 for more information!

Note:
^* Legg Mason Asset Management Singapore Pte. Limited is formerly known as Legg Mason International Equities (Singapore) Pte Ltd
^# With effect from 1 February 2010, the benchmark of the fund has been changed from composite of 70% MSCI AC Far East ex Japan and 30% Citigroup World Government Bond ex Japan Index to composite of 70% MSCI AC Asia ex Japan and 30% Citigroup World Government Bond ex Japan Index.
⁺ For all Single Premium (Asset Manager series) and Recurring Single Premium (Accumulation Manager) investment-linked insurance products, bonus units of 2.11% will be given. Net sales charge of 3% applies.