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Sustainable Investment products

We developed a range of innovative solutions to support our clients who want to allocate capital to achieve specific sustainable outcomes. Our range include low carbon fixed income and equity, thematic and sustainable multi-asset portfolios. Where clients have specific constraints, we were able to create customised solutions to meet their needs.

For more information on how we assess, measure and monitor the environmental or social characteristics or the impact of sustainable investments in our products please refer to our ‘Responsible Investment’ Policy and ‘Implementation Procedures’.

Sustainable investing range

(EU Sustainable Finance Disclosures Regulation - Article 8¹ and Article 9²)

Search :
Fund Name
SFDR Category (Art. 8 or 9)* Environmental/social characteristics or sustainable investment objective
How the environmental/social characteristics or the sustainable investment objective is met?
How the index is aligned with the environmental/social characteristics, or the sustainable investment objective? Why and how the index used differs from a broad market index?
HSBC Global Investment Funds (GIF) Global Lower Carbon Bond
8
The sub-fund aims to provide long term total return by investing in a portfolio of corporate bonds, while promoting ESG characteristics within the meaning of Article 8 of SFDR. The sub-fund aims to do this with a lower carbon intensity calculated as a weighted average of the carbon intensities of the sub-fund’s investments, than the weighted average of the constituents of the Bloomberg Barclays Global Aggregate Corporate Diversified Index Hedged USD (the “Reference Benchmark”). The sub-fund invests (normally a minimum of 70% of its net assets) in Investment Grade and Non-Investment Grade rated fixed income and other similar securities issued by companies meeting certain lower carbon criteria (“Lower Carbon Criteria”). The sub-fund will invest in both developed markets and Emerging Markets. Investments will be denominated in developed market and Emerging Market currencies.

Lower Carbon Criteria may include, but are not limited to:
- excluding companies with a carbon intensity above the weighted average of the constituents of the Reference Benchmark; and
- excluding companies with high carbon intensity relative to their sector; and
- excluding companies with insufficient data to establish their carbon intensity; and
- including “green bonds” meeting the Green Bond Principles of the International Capital Market Association. Such green bonds are not subject to the aforementioned exclusions.
This fund does not track an index.
HSBC Global Investment Funds (GIF) Global Lower Carbon Equity
8
The sub-fund aims to provide long-term total return by investing in a portfolio of equities, while promoting ESG characteristics within the meaning of Article 8 of SFDR. The sub-fund aims to do this with a lower carbon intensity, calculated as a weighted average of the carbon intensities of the sub-fund’s investments, than the weighted average of the constituents of the MSCI World Net Index (the “Reference Benchmark”). In order to lower the exposure to carbon intensive businesses, all stocks in the portfolio are assessed for their carbon intensity. A proprietary systematic investment process is then used to create a portfolio which maximizes the exposure to the higher ranked stocks and which aims for a lower carbon intensity, calculated as a weighted average of the carbon intensities of the sub-fund’s investments, than the weighted average of the constituents of the Reference Benchmark. This fund does not track an index.
HSBC Responsible Investment Funds - SRI Balanced
8
The management objective of the subfund is to maximise a performance corresponding to a diversified investment with a moderate exposure to equity market risk over a recommended investment period of at least 4 years. This investment is made by selecting securities of companies or countries selected for their good environmental, social, and governance practices and their financial quality.
The long-term strategic allocation is composed of 50% equities and 50% international bonds with a euro bias.
The sub-fund is a profiled subfund within a multi-asset SRI range composed of several profiles. The subfund’s sources of performance are: tactical allocation of asset classes; picking of stocks meeting non-financial and financial criteria; active management of interest rate and credit risk ;active management of currency risk; the choice of investment vehicles.
The SRI (Socially Responsible Investment) selection is done using a "Best-in-class" approach (best companies in each sector) based on ESG criteria which relies on an ESG analysis model. Up to 10% of the subfund’s holdings may consist of stocks not rated according to ESG criteria.
This fund does not track an index.
HSBC Responsible Investment Funds - SRI Dynamic
8
The management objective of the subfund is to maximise a performance corresponding to a diversified investment with a high exposure to equity market risk over a recommended investment period of at least 5 years. This investment is made by selecting securities of companies or countries selected for their good environmental, social, and governance practices and their financial quality. The long-term strategic allocation is composed of 80% equities and 20% international bonds with a euro bias. The sub-fund is a profiled subfund within a multi-asset SRI range composed of several profiles. The subfund’s sources of performance are the tactical allocation of asset classes, the selection of securities meeting ESG and financial criteria; the active management of interest rate and credit risk; the active management of currency risk; and the choice of investment vehicles.
The SRI (Socially Responsible Investment) selection is done using a "Best-in-class" approach (best companies in each sector) based on ESG criteria which relies on an ESG analysis model. Up to 10% of the subfund’s holdings may consist of stocks not rated according to ESG criteria.
This fund does not track an index.
HSBC Responsible Investment Funds - SRI Moderate
8
The management objective of the subfund is to maximise a performance corresponding to an investment with a moderate exposure to equity market risk over a recommended investment period of at least 3 years. This investment is made by selecting securities of companies or countries selected for their good environmental, social, and governance practices and their financial quality. The long-term strategic allocation is composed of 30% equities and 70% international bonds with a euro bias. The sub-fund is a profiled subfund within a multi-asset SRI range composed of several profiles. The subfund’s sources of performance are the tactical allocation of asset classes, the selection of securities meeting ESG and financial criteria; the active management of interest rate and credit risk; and the active management of currency risk.
The SRI (Socially Responsible Investment) selection is done using a "Best-in-class" approach (best companies in each sector) based on ESG criteria which relies on an ESG analysis model. Up to 10% of the subfund’s holdings may consist of stocks not rated according to ESG criteria.
This fund does not track an index.

¹ Article 8 Product = A financial product promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices
² Article 9 Product = A financial product which has sustainable investment as its objective and an index has been designated as a reference benchmark

Risk Warning
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. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate.