The aim of the Fund is to provide capital growth, that is to increase the value of your investment over a minimum of 5 years. The Fund also aims to outperform the FTSE All-Share Index over any 5 year period after charges. There is no certainty that either aim of the fund will be achieved.
The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The aim of the Fund is to provide capital growth, that is to increase the value of your investment, over a minimum of 5 years, however there is no certainty this will be achieved.
The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
The aim of the Fund is to provide income, that is, money paid out of investments such as dividends and interest, as well as deliver capital growth, that is to increase the value of your investment over a minimum of 5 years. The Fund also aims to deliver a yield, that is the percentage of income returned on an investment, greater than the yield of the FTSE All Share Index, over any 3-year period, after any charges have been taken out of the Fund.
There is no certainty that either aim of the Fund will be achieved. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
Following a review of external fund manager charges applied to our funds, we have increased the Total Expense Ratio on the ReAssure funds included in the attached list.
New Investment Objective:
The Fund aims to provide income and capital growth in excess of the FTSE EPRA NAREIT Developed GBP (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of real estate companies worldwide. This cannot be guaranteed and your capital is at risk.
New Investment Objective:
The Fund aims to provide income and capital growth in excess of the FTSE EPRA NAREIT Developed GBP (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of real estate companies worldwide. This cannot be guaranteed and your capital is at risk. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
The Fund aims to provide income and capital growth in excess of the FTSE EPRA NAREIT Developed GBP (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of real estate companies worldwide. This cannot be guaranteed and your capital is at risk. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
The Fund aims to provide income and capital growth in excess of the FTSE EPRA NAREIT Developed GBP (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of real estate companies worldwide. This cannot be guaranteed and your capital is at risk.
Existing ACD: HSBC Global Asset Management (UK) Limited
New ACD: HSBC Asset Management (Fund Services UK) Limited
Existing ACD: HSBC Global Asset Management (UK) Limited
New ACD: HSBC Asset Management (Fund Services UK) Limited
