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Maltese Assets Fund

Benefit from the expertise of a locally based fund management team

Why choose Maltese Assets Fund?

Easy to invest

  • A choice of accumulator and income classes of shares

  • Access to the growth potential of local and international bond and equity markets

  • Available in Euro

  • Facility to invest small amounts on a regular basis

  • No initial and exit fees

  • Follow your investments via your online banking

Are you eligible?

You can invest in the Maltese Asset Fund if:

  • you are an HSBC Malta customer
  • you have €1,000 or more to invest (this applies to the accumulator share class)
  • you are at least 18 years old

Professionally managed

An experienced Fund Manager combining HSBC’s international expertise with deep local knowledge of the Maltese market.

Investment objective

At HSBC we offer you a choice of investment opportunities where you can diversify your savings. The Maltese Assets Fund from HSBC Global Asset Management (Malta) Limited is a Multi – Asset Fund which provides you with an excellent opportunity to share in the potential of the Maltese equity and bond markets.

The Maltese Assets Fund aims to achieve long-term capital growth by investing in a diversified portfolio of Maltese and (to a lesser extent) international equity and debt securities.

Choosing the right fund for you

An HSBC Financial Advisor or your Premier Relationship Manager can walk you through the process of selecting the fund that fits both your investment goals and the level of risk you are most comfortable with.

If you're not sure about investing or which level of risk is appropriate for you, please seek financial advice. To find out more about investment advice from HSBC, please see our Wealth Management information page.

Fund costs

To find out all information relating to cost and charges, read the Fact sheet and Key Investor Information document (KIID).

Questions you may have

Risk Warnings

The value of the investment can go down as well as up and capital is at risk. Past performance is not a guarantee for future performance.

Currency fluctuations may affect the value of the investment.

If you invest in this product, you may lose some or all of the money you invest.

This Product may be affected by changes in currency exchange rates.

The income you get from this investment may go down as well as up.

Further information including the general risk factors of each fund can be found in the prospectus, the Key Investor Information Document and most recent financial statements, which can be obtained through the HSBC Global Asset management website or upon request and  free of charge, from HSBC Global Asset Management (Malta) Ltd., Business Banking Centre, 80, Mill Street, Qormi QRM 3101, Company Reg No C20653 which is authorised to provide investment services by the Malta Financial Services Authority under the Investment Services Act.

Listening to what you have to say about our services matters to us.