What are Investment Funds

Investment Fund (also known as unit trust or mutual fund) is a professionally managed of collective investment scheme where resources from individual investors are pooled together and invested across a wide range of equities, bonds, currencies and / or other money market instruments.

Benefits of Investment Funds

• Risk Diversification

  To balance risks and returns over a range of sectors, in different countries, with different levels of risk.

• Capture global investment opportunities

  To invest in both local and overseas markets to capitalize on the growth opportunities in global markets.

• Professional Management

  Investment Funds are professionally managed by experienced fund managers. With its active management approach, your capital will be fully utilized to enhance return potential.

• Invest with flexibility

  Most of the Investment Funds can be traded daily to provide you with high flexibility in managing your cash flow.

Our Investment Funds

• We provide a diversified range of choices from high to low investment risks, global markets to specified sectors
• Investment amount can be as low as HK$20,000
• You can enjoy fabulous investment offers
• We provide you with a broad selection of investment funds which are professionally managed by the following fund management companies, including:
  Amundi Hong Kong Limited
  Baring Asset Management (Asia) Limited
  BNP Paribas Investment Partners Asia Limited
  FIL Investment Management (Hong Kong) Limited
  First State Investments (Hong Kong) Limited
  Franklin Templeton Investments (Asia) Limited
  HSBC Global Asset Management (Hong Kong) Limited
  Invesco Asset Management Asia Limited
  Investec Asset Management Asia Limited
  J.P. Morgan Asset Management
  Lyxor Asset Management
  Manulife Asset Management (Hong Kong) Limited
  Macquarie Funds Management Hong Kong Limited
  Schroder Investment Management (Hong Kong) Limited

Important Reminder:

Access to and use of this website are subject to the provisions contained in the Bank's "Privacy Policy Statement" and "Disclaimer", investors have to familiarise themselves with their terms and conditions as may be revised by the Bank from time to time.

Investment involves risks. Information available may not have set out all the risks and other significant consideration involved. Additional to the management fees stated, other fees and charges may be payable, investors have to refer to the relevant offering documents of the funds and unit trusts for further details and seek independent professional advice before making any investment decision. Investment in funds and unit trusts are different from depositing moneys with a bank, and may be exposed to a higher than usual risks and higher fluctuations in exchange rate / exchange control / fiscal regulations, and as a result substantial volatility in the fund / unit price, their profits / losses or even loss of investor's principal. The prices of funds or unit trusts as well as their profits / losses may go down or up. Any past performance shown is not indicative of future performance. [Members of the Bank's group may assume or have assumed an underwriting or other related position regarding the investments or companies referred to in this website.] No information available at or from this website shall constitute any advice, recommendation, distribution, sale, offer to sale, promotional offer, solicitation to acquire / dispose of any fund or investment. While the Bank makes no guarantee, representation or warranty and accepts no responsibility or liability in whatsoever manner as to its accuracy, completeness, timeliness or validity of the information available at or from this website, the information is subject to change without notice.

If there is any inconsistency between the English and Chinese versions of this Important Reminder, the English version shall prevail.