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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 Equity Climate Change
8
The sub-fund aims to provide long term total return by investing in companies that may benefit from the transition to a low carbon economy, while promoting ESG characteristics within the meaning of Article 8 of SFDR. The sub-fund aims to do this with a lower carbon intensity and a higher environmental, social and governance (“ESG”) rating, calculated respectively as a weighted average of the carbon intensities and ESG ratings given to the issuers of the sub-fund’s investments, than the weighted average of the constituents of the MSCI AC World Net index. The sub-fund invests in normal market conditions a minimum of 70% of its net assets in equities and equity equivalent securities of companies with revenue exposure to climate transition themes (“Climate Transition Themes”) which are domiciled in, based in, carry out business activities in, or are listed on a Regulated Market in, any country including both developed markets and Emerging Markets. The sub-fund may also invest in eligible closed-ended Real Estate Investment Trusts (“REITs”).

Climate Transition Themes may include, but are not limited to, renewable energy, energy efficiency, clean transportation and green buildings. Climate Transition Themes are proprietary to HSBC, determined with reference to the eligible activities of the Green Bond Principles of the International Capital Market Association and the Climate Bonds Taxonomy of the Climate Bonds Initiative, subject to ongoing research and may change over time as new themes are identified. The Investment Adviser may rely on its own research to identify suitable companies meeting a minimum revenue exposure threshold to Climate Transition Themes. The minimum revenue exposure threshold will depend on the specific Climate Transition Theme but will be at least 10% of the relevant company’s total revenue.
This fund does not track an index.
HSBC Global Investment Funds (GIF) Global Equity Sustainable Healthcare
8
The sub-fund aims to provide long term total return by investing in a concentrated portfolio of equities of companies that may benefit from increasingly constrained healthcare budgets world-wide, while promoting ESG characteristics within the meaning of Article 8 of SFDR.

The sub-fund aims to do this by investing in companies with revenue exposure to innovative sustainable healthcare themes and products which have the potential to improve value for money of healthcare spending (“Sustainable Healthcare Themes and Products”). The sub-fund’s aims are aligned with goal three of the UN Sustainable Development Goals, which is a social goal focused on good health and well-being.
The sub-fund will invest a minimum of 80% of its net assets in equities and equity equivalent securities of companies with at least two thirds of their revenues derived from Sustainable Healthcare Themes and Products, which are domiciled in, based in, carry out business activities in, or are listed on a Regulated Market in, any country including both developed and Emerging Markets. Sustainable Healthcare Themes and Products may include, but are not limited to, drugs which help reduce the days a patient spends in an intensive care unit, diagnostic tests which enable early detection and treatment, disease prevention, operational improvements and deployment of technology.

Fundamental analysis of the healthcare sector and sub-sectors is undertaken to identify companies that present an investment opportunity. Following this, proprietary analysis of each identified company is undertaken to assess exposure to Sustainable Healthcare Themes and Products. This generates a sustainable healthcare score based on a combination of clinical benefits and cost savings. These scores are used, together with consideration of ESG characteristics, to define the sub-fund’s eligible investment universe. When assessing companies’ sustainable healthcare score and ESG characteristics, the Investment Adviser may rely on expertise, research and information provided by well-established financial data providers (when available) and/or its own proprietary research.
This fund does not track an 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.

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.