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Fundamental changes have been taking place in European countries, which include corporate
restructuring where the management focuses on producing better returns for shareholders.
There is also an increasing number of mergers and acquisitions, which potentially lead to
greater cost savings and increased market share in the long-term.
HSBC's HSBC-Link Europe Equity Fund is an equity investment-linked fund
that feeds into Schroder European Equity Alpha Fund, which is managed by Schroder Investment
Management (Singapore) Ltd.
Schroders draws on its impressive network of in-house research, where local knowledge is
complemented by the global expertise of Schroders worldwide analyst network.
- Liquidity for your investment
You can have the flexibility of withdrawing your investment at any time in the event that you need cash*.
- Capital protection upon death
In the event of death, your loved ones will receive a death benefit equivalent to at least 100% of your
investment amount#. You do not need to pay anything extra for this insurance protection.
- Free fund switches
You can enjoy unlimited switches between funds. This allows your portfolio objectives to be aligned with your investment objectives that may change over time..
- Tax-free returns
Under the current Singapore tax laws, returns from HSBC's HSBC-Link Europe Equity Fund are not subject to income tax.
You can start your investment from as low as S$100 per month or a S$10,000 lump sum using cash or funds under the Supplementary Retirement Scheme (SRS).
With effect from 1 October 2008, HSBC-Link Europe Equity Fund will cease to accept subscriptions of new CPF monies.
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Investment Objective
The objective of HSBC's HSBC-Link Europe Equity Fund is to provide capital growth primarily
through investment in equity securities of European companies. In order to achieve this objective,
the investment manager will invest in a selected portfolio of securities, which it believes offer
the best potential for future growth.
Fund investments are made by way of a feeder fund, which invests substantially, or all its assets
in the Schroder European Equity Alpha Fund, which is managed by Schroder Investment Management
(Singapore) Ltd.
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HSBC Insurance (Singapore) Pte. Limited |
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14 October 2005 |
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S$1.00 per unit |
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Morgan Stanley Capital International Europe Index (MSCI Europe Index) (S$) |
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Schroder Investment Management (Singapore) Ltd. |
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Singapore Dollar |
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Higher risk / Narrowly focused (Regional - Europe) |
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This investment-linked fund can be invested though our investment-linked plans:
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Single premium and recurring single premium plans: Cash, SRS
Regular premium plan: Cash only |
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Daily (except weekends and public holidays) |
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"Next Determined" Unit Price |
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Unlimited free switches between non-Takaful investment-linked policy funds. |
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* Full or partial withdrawal can be made provided there is enough cash value in your investment-linked policy at the time of surrender. Your surrender value will be based on the next determined bid price of the fund. Buying a life insurance policy is a long-term commitment. An early termination of the policy will usually involve high costs and the surrender value payable may be less than total premiums paid.
# Investment amount = Original single premium + Top-up - Withdrawal.
+ For all Single Premium (Asset Manager series) and Recurring Single Premium (Accumulation Manager) investment-linked plans, bonus units of 2.11% will be given. Net sales charge of 3% applies.
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.
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