A Brief Look on Fund Investment Service
Fund investment pool money from you and other investors, and commission professional fund manager to manage. It is able to exercise greater purchasing power, and expand your investment horizon far wider than most individual investors. Therefore, fund is also called collective investment scheme, unit trust or mutual fund.
Product Features
*Flexible
You can choose to invest with a “Lump Sum Investment Plan” with one-time payment or a “Regular Saving Plan (RSP)” with regular and fixed payments, which can be as low as HKD 1,000 per month, depending on your investment needs.
*Professional Management
Professional fund managers utilize extensive investment experience, professional skills and ample resources to actively manage your fund.
*Diversification
Your money is pooled with that of other investors, and forms an investment portfolio that is diversified and mutually beneficial. This will not only provide diversification in your investment, but also reduce the risk effectively.
*Variety
Fund investment is an investment method that is broad in coverage and options. Generally speaking, funds can be invested in different countries, regions, sectors, markets, asset classes or financial instruments. You can choose the fund investment that is suitable to you based on your own investment goal, financial situation and risk tolerance.
Multiple Fund Choices
We offer numerous fund management companies, and hundreds of funds for you to choose, many of which are high quality and offer distinctive features, to suit your needs. They are categorized into 4 types:
- Equity funds
- Balance funds
- Bond (fixed income) funds
- Money market funds
Wealth Management Centre Hotline: 8398 2896
Risk Disclosure
- Investment involves risks and the price of any investment products may fall as well as rise, and may fluctuate dramatically, and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of investment. Past performance is no guide to its future performance.
- Investors should remain cautious when investing in this product, and should not make any investment decision based solely on this leaflet. Before making any investment decision, Investors should consider and evaluate their own investment objective, risk tolerance, investment experience, expected return, overall needs, financial situation and other criteria. Investors should understand the risk and nature of the transaction, and read carefully the terms and conditions in the related offering documents, particularly the risk factors, before investing so that you understand the nature of all of the risks, and if you have any question on the content of this document, you should seek other independent and professional advice.
- The above information is for reference only. This leaflet should not be construed as nor intended to constitute a recommendation, offer or commitment for any transaction of any security for any person, and does not intend to predict any investment performance.