Investment Services 

Investment Fund offers you the opportunity to diversify over the world in different market sectors and geographical areas with a small investment amount.

An investment fund is also known as an unit trust or mutual fund.  It is a pooled investment scheme where resources from individual investors are pooled together into one large fund.  The accumulated resources is managed by professional fund managers and invested in wide range of assets like bonds, currencies, equities and derivatives etc.

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We provide you with a broad selection of investment funds, including bond funds, guarantee funds, equity funds, sector funds, derivative funds and more from a list of well-known fund houses.

  • ABN AMRO Asset Management (Asia) Limited

  • Fidelity Investments 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

  • JF Asset Management

  • Schroder Investment Management (Hong Kong) Limited

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Risk Diversification
Your investment can be spread across in different countries, sectors and assets with various risk levels all over the world to diversify your investment risks.
Professional Management
Professional and experienced fund managers from a list of reputable international fund houses are closely monitoring the markets and well positioned to identify investment opportunities to maximize your return.
Access to Global Market
Investment funds allow you to invest in local and overseas markets that may not be easy accessible to individual investor.

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Whenever you subscribe, switch or redeem fund units, you will receive a contract note by mail detailing your every transaction.  You will also receive a monthly statement showing transaction details, the balance and market value of your portfolio so that you can easily monitor your investment performance.

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We offer you an easy, convenient and simple way to access the investment fund services at any of our branches.

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Start your fund investment now!  For enquiries, please come and visit any of our branches or call Customer Service Hotline 8107 0818.
The above information is for reference only and does not constitute any offer or solicitation to subscribe or redeem. Investor may be exposed to fluctuations in the HKD/USD/other foreign currencies exchange rate. Investment involves risk and the value of your investment can go up as well as down. The past performance figures shown are not indicative of future performance. Investors should refer to relevant Investment Fund offering documents for detailed information prior to any Investment Fund subscription. If investors have any doubt about this material or any offering document, they should seek independent professional financial advice.