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Unit Trusts
What are Unit Trusts?
Unit trusts pool the resources of many investors into one large fund, enabling investors to diversify their investments into different markets and asset classes.
Features
- Hand-picked, quality Unit Trusts selected from world renowned fund houses by HSBC's global investment experts
- Choose from HSBC's select range of products, including Open-end Funds, the 'No Subscription Fee Series' *, and Structured Funds.more
- Refer to our investment tools such as Funds of the Quarter to look for a suitable fund.
- Invest in lump sum or monthly investment plans starting from only HKD1000 per month
- Manage your Unit Trust portfolio 24-hours a day through a convenient choice of channels. more
- Ensure further financial freedom with a secured overdraft of up to 80% of your portfolio's value
* An administration fee of 1% and a distribution fee of 1%-1.25%p.a may apply.
What else should I know?
Next Steps...
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- Call (852) 2233 3733
Fund Information
Funds of the Quarter
An overview and highlight of HSBC funds.
Manage your investment
Fund Quote
Check latest fund price and other fund details.
Logon to HSBC Internet Banking to set up a Monthly Investment Plan, view your Unit Trust portfolio and many more.
Need an investment account? Open one instantly by logging on to HSBC Internet Banking
Important Notice : Updated Product Risk Rating
To keep you updated on the recent risk rating changes of Unit Trusts. Click here for details
New Products and Special Offers
1% Discount for all Online Monthly Investment Plan Subscriptions*
* Terms and conditions apply.
Disclaimer:
"Fund Navigator" is a document which comprised of "Funds of the Quarter" which is a list of funds selected base on quantitative and qualitative evaluations of the funds' past performance and "Fund Flash" that highlights fund categories and funds available in HSBC as examples for reference. "Fund Navigator" should not be considered as buy or sell recommendations. Past performance is no guide to future performance. Content of "Fund Navigator" is updated on a quarterly basis. Please click on "Funds of the Quarter" for more details.
Investment involves risk. Please refer to the offering documents of the respective funds for details, including risk factors. The price of units or shares and the income from them may go down as well as up and any past performance figures shown are not indicative of future performance. The information contained on this website is intended for Hong Kong residents only and should not be construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction, in particular the United States of America. Please refer to the Unit Trust disclaimer for further important details.
Unit Trusts are investment products and some may involve derivatives. The investment decision is yours but you should not invest in the Unit Trusts unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives.
Unit Trusts are NOT equivalent to time deposits.
In the worst case scenario, the value of the unit trusts may be worth substantially less than the original amount you have invested.
