Investments

Compare Funds


Find the funds that work for you

To help you decide which fund or selection of funds are right for you, we've summarised the key features of each fund in the tables below. Remember, you don't need huge amounts to invest in a Selected Investment Funds ISA. Lump sum investments start from as little as £1,000 or you can invest monthly by direct debit from £50 per month.


Group/Investment
Does the fund aim to deliver income or growth Account Fee Ongoing Charge* Fund Factsheet Key Investor Information Document Key Investor Information Document Risk and Reward Profile rating**
HSBC FTSE 100 Index Fund Growth 0.25% 0.18% View Factsheet Income share class Accumulation share class 5 out of 7
HSBC World Selection
Cautious Portfolio
Growth 0.25% 0.81% View Factsheet Income share class Accumulation share class 3 out of 7
HSBC World Selection
Balanced Portfolio
Growth 0.25% 0.85% View Factsheet Income share class Accumulation share class 4 out of 7
HSBC World Selection
Dynamic Portfolio
Growth 0.25% 0.85% View Factsheet Income share class Accumulation share class 5 out of 7
HSBC Open Global Distribution Fund Income 0.25% 1.32% View Factsheet Income share class Accumulation share class 4 out of 7
JPM Emerging Markets Fund Growth 0.25% 1.18% View Factsheet Income share class Accumulation share class 6 out of 7
JPM Global Equity Income & Growth 0.25% 0.93% View Factsheet Income share class Accumulation share class 5 out of 7
JPM Natural Resources Fund Growth 0.25% 0.93% View Factsheet Income share class Accumulation share class 7 out of 7
Schroder Global Real Estate Fund Growth 0.25% 0.92% View Factsheet Income share class Accumulation share class 5 out of 7

* The Ongoing Charge represents the cost of running the fund including the costs of marketing and distributing it.

** Please see the Key Investor Information Document for further information about the Risk and Reward Profile rating.

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Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.

If you decide to apply direct, that is without receiving advice, you should understand that we are not required to assess the suitability of these funds for you. Therefore you will not be protected by the FCA's rules on assessing suitability. Please note that first direct does not give investment advice. If any doubt about the suitability of this investment speak to an independent qualified financial advisor.

The information on this website doesn't constitute financial advice.

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.

FTSE® is a trademark of the London Stock Exchange Limited and the Financial Times Limited and is used by FTSE International Limited under license. The FTSE 100 Index is calculated by FTSE International Limited in conjunction with the Institute of Actuaries and the Faculty of Actuaries. FTSE International Limited does not sponsor, endorse or promote our products.

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How to apply for a
Selected Investment Funds ISA

Already a customer?

Applying online for a selected Investment Funds ISA is easy and should take no more than 10 minutes.

Please make sure:
  • you have your 1st Account details to hand
  • you have your National Insurance number available.

Apply for a Selected Investment Funds ISA

Not yet a customer?

To open a Selected Investment Funds ISA you will also need to open a first direct 1st Account, our current account.

Learn more about the 1st Account

You can also talk to us anytime on:
0800 24 24 24

Before you apply, please read the following:

We also strongly recommend that you read the Key Investor Information Document*.

If you would like any help with your online application please call us on 03 456 100 124. Lines are open 8am to 9pm Monday to Friday, Saturday 9.30am to 7pm, Sunday closed (including Christmas Day, Boxing Day and New Year's Day).

Our downloads are in a PDF format. To read them you'll need to have Adobe Read 4.0™ or above - it's free and you can get Adobe Reader here.

* You will see that we have added links to the relevant Key Investor Information Document next to the description of each fund in the "Investment Funds at a glance" section. The Key Investor Information Documents are provided for your information by the Fund Management Company administering the fund. HSBC Trust Company (UK) Limited is not responsible for the reliability or accuracy of the data provided by third parties.