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.
Why invest in HSBC-Link Asia
Balanced Fund? 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.
About the fund
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 HSBC’s Growth Cultivator, a
single premium investment-linked plan.
Capital
protection upon death In the event of death, your loved ones
will receive a death benefit equivalent to at least 101%
of your investment amount*.
Free fund switches You can have unlimited switches between
funds within the funds offered under HSBC’s Growth
Cultivator. This is to ensure your portfolio objective
is aligned with your investment objective, which may
change along the way.
Tax free returns Under the current Singapore tax laws,
proceeds of a personal life insurance policy are not
subjected to income tax.
Act today! 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!
Fund details
Investment Objective
The objective of HSBC-Link Asia Balanced Fund is to achieve capital growth over the medium to longer term by investing primarily 70% of the portfolio asset value in Asian equities and 30% in high quality debt securities of major bond markets.
Launched By
HSBC Insurance (Singapore) Pte. Limited
Launched On
01 November 2007
Fund Manager
Legg Mason International Equities (Singapore) Pte Ltd
Benchmark
Composite of 70% MSCI AC Far East ex Japan and 30% Citigroup World Government Bond ex Japan Index.
Unlimited free switches between 4 funds offered through HSBC’s Growth Cultivator single premium investment-linked plan.
Charges
Bid / Offer Spread
5%
Management Fee (p.a)
1.5%
*Investment amount = Original single premium + Top up - Withdrawal
Important Notes Investor should note that there is no guarantee on the capital and returns. The actual returns depend on the actual performance of the underlying investments.
The past performance of the fund manager is not necessarily indicative of its future performance.
Investor should read the latest fund fact sheet, fund manager's report, fund summary and product summary on investment-linked plans for details before deciding to invest.
This information is subject to change.
This information is not to be regarded as an invitation or recommendation by us to buy the fund. You should seek advice from a qualified adviser.
