Literature


Click on the PDF icon to download and print the relevant literature items.
Please note that HSBC Trust Company (UK) Limited and HSBC Global Asset Management (UK) Limited postal address is as follows:

HSBC Investment Services,
PO BOX 6189,
Coventry,
CV3 9HS


This address should be used for all postal correspondence, including application forms.Please note our contact telephone numbers remain unchanged.

Useful Documents Download
Stock transfer form guidance notes Stock transfer form guidance notes
Stock transfer form Stock transfer form
Enhanced Disclosure of Fund Charges and Costs Enhanced disclosure of fund charges and costs
Enhanced Disclosure of Fund Charges and Costs Table Enhanced Disclosure of Fund Charges and Costs - Fund Table
Key Features Document Key Features Document
Terms and Conditions -Valid from 6th October Terms and Conditions
Terms and Conditions -Valid from 1st December Terms and Conditions
Investment Fund Range OEIC Application Form Investment Fund Range OEIC Application Form
OEIC Commercial Application Form OEIC Commercial Application Form
Changes to the World Selection Portfolios Q&A Changes to the World Selection Portfolios Q&A
<
Retail Factsheets RDR Factsheets KIID Library Prospectus Hong Kong covering document Short Form Report & Accounts Long Form Report & Accounts Available in Investment Funds Plan & ISA
HSBC American Index Fund American Index American Index American Index American Index American Index American Index HSBC American Index Fund Y
Ash NA   Ash Ash   Ash Ash N
HSBC Asian Growth Fund Asian Growth   Asian Growth Asian Growth   Asian Growth Asian Growth Y
HSBC Balanced Fund Balanced   Balanced HSBC Balanced Fund   HSBC Balanced Fund HSBC Balanced Fund Y
HSBC Chinese Equity Fund Chinese Equity   Chinese Equity Chinese Equity   Chinese Equity Chinese Equity Y
HSBC Corporate Bond Fund Corporate Bond Corporate Bond Corporate Bond Corporate Bond   Corporate Bond Corporate Bond Y
HSBC European Growth Fund European Growth European Growth European Growth European Growth   European Growth European Growth Y
HSBC European Index Fund European Index European Index European Index European Index European Index European Index European Index Y
HSBC FTSE 100 Index Fund FTSE 100 Index FTSE 100 Index FTSE 100 Index FTSE 100 Index FTSE 100 Index FTSE 100 Index FTSE 100 Index Y
HSBC FTSE 250 Index Fund FTSE 250 Index FTSE 250 Index FTSE 250 Index FTSE 250 Index FTSE 100 Index FTSE 250 Index FTSE 250 Index Y
HSBC FTSE All-Share Index Fund FTSE All Share Index FTSE All Share Index FTSE All Share Index FTSE All Share Index FTSE 100 Index FTSE All Share Index FTSE All Share Index Y
HSBC FTSE All-World Index Fund NA Coming Soon FTSE All Share Index FTSE All Share Index FTSE 100 Index FTSE All Share Index FTSE All Share Index N
HSBC Gilt & Fixed Interest Fund Gilt & Fixed Interest Gilt & Fixed Interest Gilt & Fixed Interest Gilt & Fixed Interest   Gilt & Fixed Interest Gilt & Fixed Interest Y
HSBC Global Growth Fund of Funds  Global Growth Funds of Funds   Global Growth Fund of Funds Global Growth Fund of Funds   Global Growth Fund of Funds Global Growth Fund of Funds Y
HSBC Growth Fund of Funds Growth Fund of Funds    Growth Fund of Funds  Growth Fund of Funds   Growth Fund of Funds Growth Fund of Funds Y
HSBC Income Fund Income Income  Income  Income   Income Income Y
HSBC Income Fund of Funds Income Fund of Funds    Income Fund of Funds  Income Fund of Funds   Income Fund of Funds Income Fund of Funds Y
HSBC Japan Index Fund Japan Index Japan Index  Japan Index Japan Index Japan Index Japan Index Japan Index Y
MERIT Japan Equity NA   MERIT Japan Equity MERIT Japan Equity   MERIT Japan Equity MERIT Japan Equity N
MERIT US Equity NA   MERIT US Equity MERIT US Equity   MERIT US Equity MERIT US Equity N
MERIT UK Equity NA   MERIT US Equity MERIT US Equity   MERIT UK Equity MERIT UK Equity N
HSBC Monthly Income Fund Monthly Income Monthly Income Monthly Income Monthly Income   Monthly Income Monthly Income Y
Open Global Distribution Fund HSBC Open Global Distribution Fund HSBC Open Global Distribution Fund HSBC Open Global Distribution Fund HSBC Open Global Distribution Fund   HSBC Open Global Distribution Fund HSBC Open Global Distribution Fund Y
Open Global Return Fund HSBC Open Global Return Fund HSBC Open Global Return Fund HSBC Open Global Return Fund HSBC Open Global Return Fund  HSBC Open Global Return Fund HSBC Open Global Return Fund Y
Open Global Property Fund HSBC Open Global Property Fund HSBC Open Global Property Fund HSBC Open Global Property Fund HSBC Open Global Property Fund   HSBC Open Global Property Fund HSBC Open Global Property Fund Y
HSBC Pacific Index Fund Pacific Index Pacific Index Pacific Index Pacific Index UK Gilt Index Pacific Index Pacific Index Y
HSBC UK Focus Fund UK Focus Coming Soon UK Focus UK Focus   UK Focus UK Focus N
HSBC UK Freestyle Fund UK Freestyle   UK Freestyle UK Freestyle   UK Freestyle UK Freestyle Y
HSBC UK Gilt Index Fund UK Gilt Index UK Gilt Index UK Gilt Index UK Gilt Index FTSE 100 Index UK Gilt Index UK Gilt Index Y
HSBC UK Growth & Income Fund UK Growth & Income UK Growth & Income UK Growth & Income UK Growth & Income   UK Growth & Income UK Growth & Income Y
HSBC World Index Balanced Portfolio HSBC World Index Balanced Portfolio HSBC World Index Balanced Portfolio HSBC World Index Balanced Portfolio HSBC World Index Balanced Portfolio   HSBC World Index Balanced Portfolio HSBC World Index Balanced Portfolio Y
HSBC World Index Cautious Portfolio HSBC World Index Cautious Portfolio HSBC World Index Cautious Portfolio HSBC World Index Cautious Portfolio HSBC World Index Cautious Portfolio   HSBC World Index Cautious Portfolio HSBC World Index Cautious Portfolio Y
HSBC World Index Dynamic Portfolio HSBC World Index Dynamic Portfolio HSBC World Index Dynamic Portfolio HSBC World Index Dynamic Portfolio HSBC World Index Dynamic Portfolio   HSBC World Index Dynamic Portfolio HSBC World Index Dynamic Portfolio Y
Wealth Strategic Solutions Fund (1) - Conservative Portfolio Wealth Strategic Solutions Fund (1) - Conservative Portfolio   Wealth Strategic Solutions Fund (1) - Conservative Portfolio Wealth Strategic Solutions Fund (1) - Conservative Portfolio   Wealth Strategic Solutions Fund (1) - Conservative Portfolio Wealth Strategic Solutions Fund (1) - Conservative Portfolio N
Wealth Strategic Solutions Fund (2) - Defensive Portfolio Wealth Strategic Solutions Fund (2) - Defensive Portfolio Wealth Strategic Solutions Fund (2) - Defensive Portfolio Wealth Strategic Solutions Fund (2) - Defensive Portfolio Wealth Strategic Solutions Fund (2) - Defensive Portfolio   Wealth Strategic Solutions Fund (2) - Defensive Portfolio Wealth Strategic Solutions Fund (2) - Defensive Portfolio N
Wealth Strategic Solutions Fund (3) - Balanced Portfolio Wealth Strategic Solutions Fund (3) - Balanced Portfolio Wealth Strategic Solutions Fund (3) - Balanced Portfolio Wealth Strategic Solutions Fund (3) - Balanced Portfolio Wealth Strategic Solutions Fund (3) - Balanced Portfolio   Wealth Strategic Solutions Fund (3) - Balanced Portfolio Wealth Strategic Solutions Fund (3) - Balanced Portfolio N
Wealth Strategic Solutions Fund (4) - Progressive Portfolio Wealth Strategic Solutions Fund (4) - Progressive Portfolio Wealth Strategic Solutions Fund (4) - Progressive Portfolio Wealth Strategic Solutions Fund (4) - Progressive Portfolio Wealth Strategic Solutions Fund (4) - Progressive Portfolio   Wealth Strategic Solutions Fund (4) - Progressive Portfolio Wealth Strategic Solutions Fund (4) - Progressive Portfolio N
Wealth Strategic Solutions Fund (5) - Aggressive Portfolio Wealth Strategic Solutions Fund (5) - Aggressive Portfolio Wealth Strategic Solutions Fund (5) - Aggressive Portfolio Wealth Strategic Solutions Fund (5) - Aggressive Portfolio Wealth Strategic Solutions Fund (5) - Aggressive Portfolio   Wealth Strategic Solutions Fund (5) - Aggressive Portfolio Wealth Strategic Solutions Fund (5) - Aggressive Portfolio N
HSBC World Selection Balanced Portfolio HSBC World Selection Balanced Portfolio HSBC World Selection Balanced Portfolio HSBC World Selection Balanced Portfolio HSBC World Selection Balanced Portfolio   HSBC World Selection Balanced Portfolio HSBC World Selection Balanced Portfolio Y
HSBC World Selection Cautious Portfolio HSBC World Selection Cautious Portfolio HSBC World Selection Cautious Portfolio HSBC World Selection Cautious Portfolio HSBC World Selection Cautious Portfolio   HSBC World Selection Cautious Portfolio HSBC World Selection Cautious Portfolio Y
HSBC World Selection Income Portfolio HSBC World Selection Income Portfolio HSBC World Selection Income Portfolio HSBC World Selection Income Portfolio HSBC World Selection Income Portfolio   HSBC World Selection Income Portfolio HSBC World Selection Income Portfolio Y
HSBC World Selection Dynamic Portfolio HSBC World Selection Dynamic Portfolio HSBC World Selection Dynamic Portfolio HSBC World Selection Dynamic Portfolio HSBC World Selection Dynamic Portfolio   HSBC World Selection Dynamic Portfolio HSBC World Selection Dynamic Portfolio Y

For further information Investors should call our Investor Services Team on 0800 289 505. Lines are open from 9am – 5pm, Monday to Friday (excluding public holidays). To help us continually improve our service and in the interests of security, we may monitor and/or record your communications with us.