Building the future together
HSBC GIF Global Equity Sustainable Healthcare
HSBC Asset Management is proud to announce the launch of its first Sustainable Healthcare Equity fund, a thematic fund that aims to achieve a sustainable investment in healthcare without sacrificing financial performance over the long term
We are delighted to collaborate with the Financial Times on a series of four articles exploring the state of the healthcare industry – the paradigm shift it’s undergoing and the implications; debunking commonly shared mindsets; examination of cost constraints; how, why, and where the industry is changing; and touching on the companies driving sustainable innovation. Read the full articles below.
Getting to know opportunities in Sustainable Healthcare
HSBC GIF Global Equity Sustainable Healthcare, an innovative and differentiated investment approach
- A thematic fund that aims to achieve a sustainable investment in healthcare without sacrificing financial performance over the long term
- High conviction and bottom-up analysis paired with macro-economic trend
- Sustainable, long-term growth oriented
Focus on HSBC GIF Global Equity Sustainable Healthcare
A changing market environment, where customers increasingly demand products and services that improve patient outcomes as well as being cost effective, requires a change in investment strategy. By following an active, bottom-up approach the fund aims to provide attractive returns whilst investing in companies offering affordable innovation with distinct clinical differentiation.
Article 8 SFDR: the product promotes environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices even if this is not its central point, or the central point of the investment process.
The objectives are to be considered on the recommended minimum investment period; there can be no assurance that the strategy of the fund will achieve these objectives. The comments reflect the opinion of HSBC Asset Management on the markets, according to the information available to date. They do not constitute any kind of commitment from HSBC Asset Management, which cannot be held responsible for any investment or disinvestment decision taken on the basis of these comments.
Experienced and complementary healthcare investment experts
The strategy is managed by two co-heads of Sustainable Healthcare Equity who have a successful track record managing healthcare equity strategies and who previously held executive positions in the pharma and biotech industries.
The investment team will leverage on proprietary insights driven by extensive global resources in equity and ESG research and stewardship.
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Fund details
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Fund domicile |
UCITS, Luxembourg SICAV |
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Fund launch date |
28 July 2021 |
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Strategy launch date |
23 April 2019 |
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Benchmark (for information only) |
MSCI World Health Care Index (USD) |
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ISIN |
AC: LU2324357040 |
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Asset Class |
Equity |
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Fund base currency |
USD |
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Dealing currencies |
EUR, GBP, CHF, AUD, HKD, CNH, SGD |
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Fees and expenses |
Management fees : 1.50% (A Share Class) | 0.75% (I Share Class) |
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Minimum Initial Investment |
A Share Class: USD 5,000 & I Share Class: USD 1,000,000 |
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Sustainable investments
Solutions based on client need, designed to mitigate risk and capture opportunities around environmental, social and governance (ESG) issues. -
Equities
Our wide range of innovative, client-focused equity solutions across the investment spectrum are all driven by proprietary fundamental research and a robust investment process.
Key risks
The value of investments and any income from them can go down as well as up, and you may not recover the amount originally invested.
- Capital loss risk: Investment in this fund involves the risk of losing all or part of the capital invested
- Equity risk: Equity markets can be volatile and subject to market sentiment, geopolitical events, and economic data. This fund invests in listed securities and may be affected by general stock market fluctuations
- Discretionary management risk: Investment decisions rely on the manager’s judgement regarding market movements and asset selection. There is a risk that the strategy may underperform or not be invested in the most efficient markets
- Foreign exchange risk: Currency fluctuations may affect the value of overseas investments. Exchange rate variations can significantly impact the performance of a fund
- Small-cap risk: The fund invests in companies with smaller market capitalizations, which may be less liquid and more volatile than large-cap stocks
- Volatility risk: The instruments held by the fund may exhibit high levels of volatility
SRRI: The fund’s Synthetic Risk and Reward Indicator is 6 on a scale from 1 (low risk) to 7 (high risk). This rating is not guaranteed to remain constant and may evolve over time.
For a full list of risks, please consult the Key Investor Information Document (KID), prospectus, or Offering Memorandum.
Important information
This material/presentation/document is exclusively intended for professional investors as defined in Article 4(3)(a-g) of the Swiss Financial Services Act (FinSA, FIDLEG).
It is not intended for:
- Professional clients who are not institutional clients under Article 4(4) FinSA and who wish to opt-in for treatment as retail clients under Article 5(5) FinSA or
- High-net-worth (HNW) retail clients and private investment structures created for them, who may declare themselves as professional investors (opting out)
There are further possibilities for opting-in and opting-out under FinSA. For details, please refer to our website: https://www.assetmanagement.hsbc.ch/. If you wish to change your client categorization, please inform us.
Regulatory and Documentation Notice
For HSBC GIF sub-funds that are authorized for offering in Switzerland, please refer to the list of collective investment schemes authorized for offering in Switzerland under Article 120 of the Federal Act on Collective Investment Schemes (CISA, KAG), as published by FINMA under Approved Institutes, People, and Products.
Potential investors are kindly requested to consult the latest:
- Key Information Document (KID),
- Prospectus,
- Articles of Incorporation,
- (Semi-)Annual Report of the Fund
These documents can 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
Risk Factors & Investment Warnings
- Investors and potential investors must read and acknowledge the risk warnings in the Prospectus and KID. Before subscribing, investors should refer to:
- The Prospectus for general risk factors,
- The KID for specific risk factors associated with the fund
- Past performance is not indicative of future results. Future returns may vary significantly
- Performance data does not include issue and redemption costs or commissions, which may affect actual returns
- The presented fund is a sub-fund of Z GIF, an investment company constituted as a Société d'Investissement à Capital Variable (SICAV) domiciled in Luxembourg
- The shares in HSBC GIF have not been and will not be registered under the US Securities Act of 1933. They may not be sold or offered in the United States, its territories, possessions, or areas under its jurisdiction, nor to US persons
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.