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An investment fund is also known as an unit trust or mutual fund. Such a fund gathers the resources from individual investors, and is managed by professional fund managers. Investors can choose from an array of funds, which invests in different investment tools, like equities, bonds, currencies and derivatives, etc, and in different countries, regions, and sectors, in order to diversify risk.
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Benefits of an Investment Fund |
- Risk diversification
An investment fund helps you to spread your investment across a huge number of sectors, in various countries, and at diverse risk levels.
- Capturing global investment opportunities
An investment fund allows you to invest in both local and overseas markets to enhance return potential.
- Managed by Investment Professionals
Experienced fund managers help you to closely monitor the markets and to capture investment opportunities.
- Invest with flexibility: You can opt to invest in lump sum amount or by monthly payment. Monthly investment could be as low as HK$1,000, suiting the needs of different customers.
- Matching Return Expectation and Risk Bearing Level
Our Customer Service Officers help you select a fund suitable for your personal investment return expectation and risk bearing level.
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How To Select Investment Fund |
Different investment funds help to you achieve different investment objectives. Before you select a fund, consider :
- Set up Investment Objective
Set up a clear investment objective and decide the investment amount and investment period.
- Budget Planning
Calculate an affordable investment amount, and decide to invest in lump-sum, irregular, or monthly fixed amount.
- Risk Bearing Level Evaluation
This shows how large the market fluctuation that an individual could tolerate. It is affected by factors such as age, budget, and investment experience.
- Fund selection
After the risk bearing level evaluation, a lit of funds that matches your investment objectives will come up. Talk to our Investment Professionals during your selection in order to have further understanding about the funds and the market.
Risk Disclosure Statement
The above information is for reference only and does not constitute any offer or solicitation to subscribe or redeem. Price of Investment Funds can go up or down. Investment involves risk. The past performance figures shown are not indicative of future performances. Investors should refer to relevant investment fund offering documents for detailed information and Risk Disclosures 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.
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