http://archive.fast-edgar.com/20260702/ARZ5R22CZ222QT72222C2ZZ2RTDJZ2283282
Filed on: July 2, 2026
HSBC Vantage5® Index Methodology Guide
Table of contents Index overview 1 Index components 2 Vantage5 Index methodology 3 Monthly rebalancing process 4 Hypothetical volatility 5 Hypothetical historical returns 6 Calculation Agent & Index Administrator 6 Risks relating to the index 7 Important Information 9
1 Index overview The HSBC Vantage5 Index employs a rules-based quantitative long only strategy, which uses modern portfolio theory principles and the related... (continue reading...)
HSBC Vantage5® Index Guide
Table of contents HSBC Vantage5® Index 1 In brief 2 HSBC Vantage5 performance 3 Comparative results 5 Key drivers 6 HSBC Vantage5 strategy 7 Strategic allocation 8 Achieving balance 9 Hypothetical historical volatility 10 More information 12 Risks relating to the index 13 Important information 15
The HSBC Vantage5 Index is designed to balance a strategic combination of US and Emerging Market Equities, Bonds, Real Assets, an Inflation ETF,... (continue reading...)
AS FILED WITH THE U.S. SECURITIES AND EXCHANGE COMMISSION ON JULY 2, 2026
1933 Act Registration File No.: 333-285633
1940 Act File No.: 811-24061
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-1A
REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ☑ Pre-Effective Amendment No. __ ☐ Post-Effective Amendment No. 32 ☑ and/or REGISTRATION STATEMENT UNDER THE INVESTMENT... (continue reading...)
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