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Building the future together

Making healthcare sustainable

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 drive social impact without sacrificing performance

¹ Formerly managed under a Swiss certificate before the launch in the HSBC GIF Luxembourg SICAV
² United Nations Sustainable Development Goals
³ Article 8 Product under the EU Sustainable Finance Disclosure Regulation = 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

Why invest in sustainable healthcare now?

  • Global demographic trends, combined with rising healthcare costs straining healthcare systems globally, are enhancing the demand for sustainable healthcare solutions and products
  • Because of rising healthcare costs, payers around the world (i.e. insurances, governments) are increasingly denying patients access to innovative treatments, which in turn negatively impacts company revenues
  • The healthcare system has begun to undergo massive and rapid changes to become more sustainable from a cost point of view
  • This macro-economic trend opens new investment opportunities in scientific, technological and business innovation that address both improved patient outcomes and cost effectiveness at the same time

Hear from our experts
Dr. Nathalie Flury and Dr. Michael Schröter, Co-heads Sustainable Healthcare, HSBC Asset Management

Sustainable Healthcare : an investment opportunity

Interview of Dr. Michael Schröter and Dr. Nathalie Flury, Co-Heads of Sustainable Healthcare Equity.

HSBC GIF Global Equity Sustainable Healthcare, an innovative and differentiated investment approach

  • A thematic fund that aims to drive social impact without sacrificing performance
  • High conviction and bottom-up analysis paired with macro-economic trend
  • Sustainable, long-term growth oriented

Why consider investing in 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.

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.

Dr. Nathalie Flury


Dr. Nathalie Flury
20+ years’ experience as a fund manager, managing four European-based biotech and healthcare Lux. SICAV mutual funds and track record with custom made biotech and medtech mandates for family offices

Dr. Michael Schröter


Dr. Michael Schröter
20+ years’ Pharma and Biotech experience in executive positions, covering access and pricing, R&D, business development and licensing in the US, Asia and the EU

Fund details

Fund domicile

UCITS, Luxembourg SICAV

Fund launch date

28 July 2021

Base currency

USD

Recommended investment horizon

Minimum 5 years

ISIN

AC: LU2324357040
ACO SGD: LU2338562585
ACO AUD: LU2324359848
ACO EUR: LU2324358014
ACO GBP: LU2324358105

Fees (maximum)

Management fees
AC: 1.50%      ACO SGD: 1.50%
Operating, Administrative & Servicing Expenses
AC: 0.35%      ACO SGD: 0.35%

Minimum initial investment

AC: USD 1,000
ACO SGD: SGD 1,000
ACO AUD: AUD 1,000
ACO EUR: EUR 1,000
ACO GBP: GBP 1,000

Swing price and Gates¹

Yes

Fund is available at:

HSBC Private Banking Singapore and HSBC Singapore

Source: HSBC Global Asset Management, May 2021. For illustrative purposes only.
¹ The fund uses the swing principle calculation method which determines the net asset value of the fund. Swing pricing allows investment funds to pay the daily transaction costs arising from subscription and redemptions by incoming and outgoing investors. The aim of swing pricing is to reduce the dilution effect generated when, for example, major redemptions in a fund force its manager to sell the underlying assets of the fund. These sales of assets generate transaction costs and taxes, also significant, which impact the value of the fund and all its investors. The fund has a redemption threshold (gate), the level at which the manager of an undertaking for collective investment in transferable securities can stagger the redemption of securities instead of proceeding immediately.

   Invest  

Investor Resources


Sustainable Healthcare
Fund Brochure

Retail


Sustainable Healthcare
Fund Overview

Retail

 

  • Thought Leadership article

    Sustainable Healthcare, healthy returns
  • Responsible investing

    We aim to incorporate environmental, social and governance (ESG) factors in our investment decisions to generate sustainable, long-term returns.
  • Active equities

    Our active equity strategies are tailored to meet specific investment objectives with a disciplined and differentiated investment approach.

Important information

HSBC GIF Global Equity Sustainable Healthcare is a sub fund of HSBC Global Investment Funds, a Luxemburg domiciled SICAV. 

Before subscription, investors should refer to Key Investor Document (KIID) of the fund as well as its complete prospectus. For more detailed information on the risks associated with this fund, investors should refer to the complete prospectus of the fund.

The shares of HSBC Global Investment Funds have not been and will not be offered for sale or sold in the United States of America, its territories or possessions and all areas subject to its jurisdiction, or to United States Persons.

Main risks of the fund:

  • Capital loss risk: It is important to remember that the value of investments and any income from them can go down as well as up and is not guaranteed.
  • Equity risk: Funds that invest in securities listed on a stock exchange or market could be affected by general changes in the stock market. The value of investments can go down as well as up due to equity markets movements.
  • Discretionary management risk: Discretionary management is based on anticipating the evolution of different markets and securities. There is a risk that the fund will not be invested at any time in the most efficient markets and securities.
  • Foreign Exchange risk: Where overseas investments are held, the rate of exchange of the currency may cause the value to go down as well as up. Variations in exchange rates between currencies can have a significant impact on the performance of the products presented.
  • Small caps risk: Please note that the fund is invested in securities issued by companies which, due to their small market capitalization, are less liquid and may present higher risks.

Past performance is no guarantee of future returns. Future returns will depend inter alia on market developments, the fund manager’s skill, the fund’s level risk and management costs and if applicable subscription and redemption costs. The return, the value of money invested in the fund may become negative as a result of price losses and currency fluctuations. There is no guarantee that all of your invested capital can be redeemed. Unless stated otherwise, inflation is not taken into account.

SRRI = 6 out of 7. Do not run any unnecessary risk. Read the Key Investor Information Document. The fund invests in instruments of high level of volatility. The value of investments can go up as well as down.

The fund uses the swing principle calculation method which determines the net asset value of the fund. Swing pricing allows investment funds to pay the daily transaction costs arising from subscription and redemptions by incoming and outgoing investors. The aim of swing pricing is to reduce the dilution effect generated when, for example, major redemptions in a fund force its manager to sell the underlying assets of the fund. These sales of assets generate transaction costs and taxes, also significant, which impact the value of the fund and all its investors. 

The fund has a redemption threshold (gate), the level at which the manager of an undertaking for collective investment in transferable securities can stagger the redemption of securities instead of proceeding immediately. 

The commentary and analysis presented in this document 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. Consequently, HSBC Asset Management will not be held responsible for any investment or disinvestment decision taken on the basis of the commentary and/or analysis in this document.  

This page is prepared for general information purposes only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive it. This page does not constitute an offering document and should not be construed as a recommendation, an offer to sell or the solicitation of an offer to purchase or subscribe to any investment.

This advertisement has not been reviewed by the Monetary Authority of Singapore.

Investors and potential investors should not invest in the Fund solely based on the information provided in this document and should read the prospectus (including the risk warnings) and the product highlights sheets, which are available upon request at HSBC Global Asset Management (Singapore) Limited (“AMSG”) or our authorised distributors, before investing. You should seek advice from a financial adviser. Investment involves risk. Past performance of the managers and the funds, and any forecasts on the economy, stock or bond market, or economic trends that are targeted by the funds, are not indicative of future performance. The value of the units of the funds and income accruing to them, if any, may fall or rise and investor may not get back the original sum invested. Changes in rates of currency exchange may affect significantly the value of the investment. AMSG has based this document on information obtained from sources it reasonably believes to be reliable. However, AMSG does not warrant, guarantee or represent, expressly or by implication, the accuracy, validity or completeness of such information.

HSBC Global Asset Management (Singapore) Limited
10 Marina Boulevard, Marina Bay Financial Centre, Tower 2, #48-01, Singapore 018983
Telephone: (65) 6658 2900 Facsimile: (65) 6225 4324
Website: www.assetmanagement.hsbc.com/sg
Company Registration No. 198602036R