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HSBC Open Global Return is merging

19 January 2017

HSBC has advised us that the HSBC Open Global Return fund is merging into the HSBC World Selection Balanced Portfolio on 3 February.


This affects customers invested in the fund through:

  • Sterling ISA
  • Sterling Investment Account
  • Zurich Intermediary Platform

Sterling ISA/Investment Account:

The HSBC World Selection Balanced Portfolio isn't available ion our fund range so we will switch your clients to the Threadneedle Defensive fund if an alternative fund isn't chosen before 3 February.

Zurich Intermediary Platform:

The HSBC World Selection Balanced Portfolio is available on platform so our clients holdings will be merged into this fund on 3 February.

You can download the customers letters and more information from HSBC below:

Sterling ISA/IA customer letter
Platform customer letter
HSBC Circular