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Global Sustainable Long Term Equity

A concentrated portfolio of resiliently growing businesses
SFDR Article 9 Fund
Marketing Communication

Getting to know opportunities in Sustainable Equities over the long term

Listen to our Portfolio Manager bringing alive the opportunities that Sustainable Equities offer in the long term. Watch this video to know more about HSBC’s long term Sustainable Equities, the portfolio workings and the benefits to investors.
Against the backdrop of a marketplace enchanted by short-term outcomes, the long-term investor can generate strong returns by harnessing a process specifically designed to find companies which produce growing cash-flow streams
Darryl Lucas, Head of Sustainable Long-Term Equities

In focus

Why Global Sustainable Long Term Equity?

The Global Sustainable Long Term Equity Fund aims to provide long-term capital growth and income by investing in shares issued by companies that actively contribute to United Nations Sustainable Development Goals, while promoting environmental, social and governance characteristics.

  • 10/10 approach – 10-year forecasting, 10-year intended holding period
  • Sustainability – considering sustainability of business models, practices and culture, and products to go beyond ESG metrics
  • Credit Aware – unique insights through our rigorous credit analysis framework
  • Fundamentally driven – analysing companies fundamentally, under several scenarios, in order to build our own risk framework
  • Conviction – high active share, unconstrained, best-in-class approach to company selection

Investment Process

We are looking for companies that exhibit a combination of:

Adaptability

Adaptability
Companies able to iterate its business model and products
Resiliency

Resiliency
Businesses meaningful in control of their long term destiny, not overly dependent on external factors
Repeatability

Repeatability
Business models that don’t change too much over time. They get better at what they do, their products improve, but the business model doesn’t change fundamentally
Sustainability

Sustainability
Sustainability of product, business model, practices, and culture

Disclaimer

This material/ presentation/ document is exclusively intended towards professional investors within the meaning of Art. 4 para 3 letter a – g of the Swiss Financial Services Act (FinSA). It is not intended towards professional clients who are not institutional clients according to Art. 4 para 4 FinSA and who wish to declare to be treated as retail clients according to Art. 5 para 5 FinSA (opting in). There are further possibilities with regards to opting in and opting out according to FinSA, please refer to our website at https://www.assetmanagement.hsbc.ch/ if you wish to change your client categorization, please inform us. HSBC Global Asset Management (Switzerland) AG having its registered office at Gartenstrasse 26, PO Box, CH-8002 Zurich has a licence as an asset manager of collective investment schemes and as a representative of foreign collective investment schemes. Disputes regarding legal claims between the Client and HSBC Global Asset Management (Switzerland) AG can be settled by an ombudsman in mediation proceedings. HSBC Global Asset Management (Switzerland) AG is affiliated to the ombudsman FINOS having its registered address at Talstrasse 20, 8001 Zurich. There are general risks associated with financial instruments, please refer to the Swiss Banking Association (“SBA”) Brochure “Risks Involved in Trading in Financial Instruments”.


For the HSBC Global Investment Funds sub-funds that are authorized for offering, please refer to the list of foreign collective investment schemes authorized for offering in Switzerland in the meaning of Art. 120 of the Swiss Federal Collective Investment Schemes Act (CISA) by the Financial Markets Supervisory Authority (FINMA) at Approved Institutes People and products | FINMA.


(Potential) investors are kindly asked to consult the latest issued Key Information Document (KID), prospectus, articles of incorporation and the (semi-)annual report of the fund which may be obtained free of charge at the head office of the representative: HSBC Global Asset Management (Switzerland) AG, Gartenstrasse 26, P.O. Box, CH-8002 Zurich. Paying agent: HSBC Private Bank (Suisse) S.A., Quai des Bergues 9-17, P. O. Box 2888, CH-1211 Geneva 1. Investors and potential investors should read and note the risk warnings in the prospectus and relevant KID. Before subscription, investors should refer to the prospectus for general risk factors and to the KID for specific risk factors associated with this fund. Issue and redemption expenses are not taken into consideration in the calculation of performance data.


The fund presented in this document is a sub-fund of HSBC Global Investment Funds, an investment company constituted as a société à capital variable domiciled in Luxemburg. The shares in HSBC Global Investment Funds have not been and will not be registered under the US Securities Act of 1933 and will not be sold or offered in the United States of America, its territories or possessions and all areas subject to its jurisdiction, or to United States Persons.


Past performance is no indication to future results of a fund. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units.

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