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.
Investors should not only base on this marketing material alone to make investment decisions.
Investment involves risk. Past performance is no guide to future performance of the funds. For details of the funds, their related fees and charges and risk factors, please refer to respective funds' offering documents.
In the worst case scenario, the value of the funds may be worth substantially less than the original amount you invested (and in an extreme case could be worth nothing).
With so many funds in the market, how can you effectively analyse and compare different funds to pick potential investments in line with your investment appetite?
Fund Express aims to simplify your fund selection process. You can perform comprehensive fund analyses and comparisons in support of your investment decisions with a few clicks.
Grasp hold of trends in different fund categories, including equity funds, fixed income funds and asset allocation funds of various regions, with an instant snapshot of their average returns and risk exposures.
A list of outperforming funds distributed by HSBC based on past performance.
Top 10 best-selling funds distributed by HSBC are shortlisted to let you feel the pulse of the market instantly.
Fund Express allows you to study your target funds from different perspectives with the help of fund data which may not be readily available in the market, such as investment strategy, dividend information, fund standard deviations, Sharpe ratios etc. You can make use of such information to perform more informed investment decisions.
An interactive tool that allows you to select funds for direct comparison in a flexible manner. A host of fund information and charts are here to show you a clear picture of fund features, performance and trends so as to accelerate your fund selection process.
After picking funds that match your investment strategy, simply subscribe to your chosen funds by investing a lump sum amount or setting up a monthly investment plan via HSBC Internet Banking.
When you set up this Plan, you may have a financial goal in mind such as accumulating funds to pursue an MBA or to finance your child's education. Now your investment plan can be implemented easily!
With this Plan, you can enjoy the added flexibility to reach your goal via one of the following pre-set targets:
Target number of months to invest in the Plan, according to your budget or preferred timeframe
Target market value you wish to achieve from the Plan to meet your financial goals
This optional service enables you to receive SMS notification once your financial goal has been reached. You can review your plan and make the necessary adjustments. Or, you can set up instructions to automatically terminate the Plan.
Remarks:
The information in "Fund Express" relating to Unit Trusts are provided by Morningstar Asia Limited ("Information Provider") to The Hongkong and Shanghai Banking Corporation Limited (the "Bank") unless otherwise specified.
This document does not constitute an offer for the purchase or sale of any investment products. You should carefully consider whether any investment products or services mentioned herein are appropriate for you in view of your investment experience, objectives, financial resources and circumstances.
The contents of this document have not been reviewed by the Securities and Futures Commission.
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