As of 08.12.2022, there will be the following changes in the HSBC Asset Management Multi-Asset Third Variable Fund (HOA):
- The name of the fund will be changed to “HSBC Asset Management Technology Variable Fund (HOA)”.
- The current technology theme investment of the fund will be changed from “up to 50%” to “minimum 80%”.
- The risk level of the fund will change from “High Risk (4)” to “Very High Risk (5)”.
- The threshold value of the fund will be changed from “100% KYD Medium-Term Bond Index” to “65% NASDAQ-100 Total Return Index + 35% BIST-KYD Repo (Gross) Index”.
The fund's management fee of 1.75% will remain the same.
You can reach the Basic Information Document of the current state of the fund from the link
. You can access the updated Basic Information Document that includes the above changes from this link
Within the scope of your investment preferences and risk appetite, you can either keep your investment in the HOA fund or you can choose to exit HOA and prefer to invest in the other mutual funds that we offer.
You can contact your customer representative for your questions.
For your information.