[PDF] HSBC Exchange Traded Funds - HSBC Global Asset Management

What is HSBC Asset managements investment process?

• HSBC Asset Managements investment process uses bespoke sustainability frameworks, to assess the investments to be made in line with the relevant sub-fund¶s SFDR categorisation as an Article 8 or Article 9 SFDR sub-fund.

What brokerage services does HSBC use?

• The Company utilises the brokerage services of HSBC Securities and HSBC Investment Bank, both part of HSBC Bank plc, which is a fellow subsidiary of the Management Company, within the HSBC Group. All such transactions are entered into in the ordinary course of business and on normal commercial terms.

How does the HSBC sub-fund achieve its investment policy?

• The Sub-Fund may achieve its investment policy by investing up to 10% of its net assets in units or shares of UCITS and/or other Eligible UCIs (including other sub-funds of HSBC Global Investment Funds). The Sub-Fund may use financial derivative instruments for hedging purposes.

Who are HSBC Investment Advisers?

• The Management Company and the Investment Advisers are members of the HSBC Group, which serves customers worldwide in over 70 countries and territories in Asia, Europe, North and Latin America, and the Middle East and North Africa.