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Provides exposure to low beta, quality and value factors with the potential for better risk-adjusted returns than the cap-weighted index.
Lower volatility strategies offer characteristics that could provide investors more flexibility in asset allocation decisions:
A smoother performance pattern
Lower drawdowns which can help preserve capital in down markets
Better risk-adjusted returns than the cap-weighted index.
Our lower volatility strategies are differentiated by design, combining quantitative discipline and qualitative judgment
We identify and rank quality stocks with attractive profitability and valuation profiles
We use diversification through minimum variance optimisation to create a low volatility portfolio, balancing low volatility names and less correlated, higher volatility names to reduce absolute risk
This portfolio includes less correlated, higher volatility names to reduce absolute risk
Fundamental research focuses on confirming the volatility outlook for each stock and whether its profitability is sustainable
We harness the intellectual capital of a global network of over 200 equity specialists in 20+ countries and territories
Our fundamental research adds value within a disciplined framework
Key risks when investing
Investment risk: The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Lower volatility may result in a lower return relative to the reference index.
Exchange rate risk: Investing in assets denominated in a currency other than that of the investor’s own currency perspective exposes the value of the investment to exchange rate fluctuations
Emerging markets risk: Investments in emerging markets are by their nature higher risk and potentially more volatile than those inherent in some established markets
For more information on the HSBC Global Equity Lower Volatility strategy, contact us.
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Terms and conditions
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Categories of clients who are considered to be professionals:
Entities which are required to be authorised or regulated to operate in the financial markets. The list below shall be understood as including all authorised entities carrying out the characteristic activities of the entities mentioned: entities authorised by a Member State under a Directive, entities authorised or regulated by a Member State without reference to a Directive, and entities authorised or regulated by a third country:
Other authorised or regulated financial institutions;
Collective investment schemes and management companies of such schemes;
Pension funds and management companies of such funds;
Commodity and commodity derivatives dealers;
Locals: firms which provide investment services and/or perform investment activities consisting exclusively in dealing on own account on markets in financial futures or options or other derivatives and on cash markets for the sole purpose of hedging positions on derivatives markets or which deal for the accounts of other members of those markets or make prices for them and which are guaranteed by clearing members of the same markets, where responsibility for ensuring the performance of contracts entered into by such firms is assumed by clearing members of the same markets;
Other institutional investors;
Large undertakings meeting two of the following size requirements on a company basis:
balance sheet total: EUR 20 000 000
net turnover: EUR 40 000 000
own funds: EUR 2 000 000
National and regional governments, including public bodies that manage public debt at national or regional level, Central Banks, international and supranational institutions such as the World Bank, the IMF, the ECB, the EIB and other similar international organisations.
Other institutional investors whose main activity is to invest in financial instruments, including entities dedicated to the securitisation of assets or other financing transactions
The information presented may refer to HSBC Asset Management's global AUMs/figures and global policies. Even though local entities of HSBC Asset Management may be involved in the implementation and application of global policies, the numbers presented and the commitments listed are not necessarily a direct reflection of those of the local HSBC Asset Management entity.
Today, we and many of our customers contribute to greenhouse gas emissions. This is why HSBC Asset Management, together with other asset managers, have an important role to play in supporting the transition to a net zero economy. Step by step, we are developing strategies to reduce our own emissions and to help our customers reduce theirs. For more information visit https://www.assetmanagement.hsbc.com/about-us/net-zero
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