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All-in-one tool with comprehensive fund information for systematic fund analysis

At HSBC, different tools are available for you to select a fund easily. Start your journey now.

Fund Express enables you to simplify and standardize the fund comparison process into 3-steps

  1. SEARCH - Simply input key words or use"Advanced Search" to filter funds by asset category, fund house, etc, to search for funds at your own preference
  2. SELECT - You can view individual fund details, e.g. fund performance, dividend history, of the funds that you are interested in by clicking on the name of the fund
  3. COMPARE - Select up to 5 funds for comparison on fund features, e.g. investment objective, risk level, dividend information, etc. You can also compare fund performance against benchmark, facilitating you in making investment choices

How to invest

HSBC Personal Internet Users

Log on to manage your investment account

Buy Unit Trusts

Sell Unit Trusts


Not yet a HSBC Personal Internet Banking User

Register for HSBC Personal Internet Banking


Need help?

Call (852) 2233 3733(852) 2233 3733

Why Fund Express?

Comprehensive fund information across different asset classes to diversify your portfolio

Provide information, e.g. fund price, historical performance, dividend information, etc

Fund comparison in 3-steps

Systematic fund analysis against other funds or benchmarks in 3 simple steps

Facilitate you to make investment decision

Make use of Fund Express to search for Fund information & compare fund systematically, to help to formulate your investment decision

How to get started with Fund Express

Get Started with Fund Express

Smart Tips to Help You Formulate Investment Decisions

More ways to invest

FundMax

A total wealth management solution to help you build and manage your financial health wisely via an unique unit trusts pricing model

Unit Trust Monthly Investment Plan (UTMIP)

Build your investment portfolio and realize your financial goals through UTMIP

HSBC Managed Solutions

Investment solutions designed with customers' specific goals and needs in mind

Unit trusts (or mutual funds) give investors the opportunity to diversify even a small investment in securities, bonds, currencies and commodities in markets around the world. This is achieved by combining the resources of many investors into one large fund which can be spread over a number of different investments and over a wide geographical area. This range of investments is called a portfolio.

Unit trusts have a number of benefits:

  • Spreading the risk. You spread your investment across a diverse portfolio. This is usually safer than investing in a single share. Of course, levels of risk and return also vary among different funds.
  • Professional management. Fund managers spend their working lives researching and managing investments. It would be very difficult for an individual to have an in-depth knowledge of markets around the world. With a unit trust, their expertise is working for you.
  • Access to worldwide markets. Your money can be invested in overseas markets, which may not be easily accessible by individuals.
  • Economies of scale. With a large number of investors contributing to a single fund, operating costs and commissions can be amortised. Individual investors thus pay lower fees.
  • Liquidity. You can buy and sell unit trusts on any dealing day (except on public holidays in the countries to which your fund is linked). Your money need not be tied up for a specific period of time.

Some unit trust products are linked to the index options listed on the various stock exchanges or sometimes to currency options. They can be slightly riskier than more diverse funds.

You don't need to make a large lump sum investment. We can also offer you a monthly investment plan where no initial lump sum is required and the monthly contribution is as low as HKD1,000.

HSBC offers wide range of unit trusts under 3 major asset categories, namely Equity funds, Balanced or Multi-assets funds and Fixed Income funds. Individual funds investing in different regions, has different investment strategies and investment objectives to better serve our customer's wealth needs against his/her risk appetite.

In general, investors are exposed to following risks in investing in unit trusts and investors should refer to the individual product offering document for further details and risks involved.

  • Investment Risk - Unit Trusts are NOT equivalent to time deposits. They are investment products and some may involve derivatives. Investment involves risks. Past performance is no guide to future performance of the funds. Value of the investments can fluctuate and is not guaranteed.
  • Credit risk - For funds investing in bonds, bonds are subject to the risk of the issuer defaulting on its obligations. It should also be noted that credit ratings assigned by credit rating agencies do not guarantee the creditworthiness of the issuer.
  • Liquidity risk - There is a risk that investments made by a unit trust may become less liquid in response to unfavourable market developments or market sentiment.
  • Currency risk - If the fund's assets and income are denominated in currencies other than the base currency of the fund, currency movement may affect the value of the fund's share price.

You can place your subscription and redemption orders via HSBC Personal Internet Banking. If you already have an HSBC Investment Services/Securities account, you can simply log on and execute your orders with us. We also offer Unit Trusts Investment Services through our branches. To open an Investment Services/Securities account, simply visit www.hsbc.com.hk any time or visit any HSBC branch in Hong Kong.

Disclaimer Select to Expand Select to Collapse

The "Bestseller and Top Performers" information is for illustration of the functions of Fund Express only. Investors should refer to the offering documents for further fund details and the risks involved. This information should not be construed as an offer to sell or a solicitation for an offer to buy any investment products.


The information is not and should not be construed as an offer to buy or sell any investment products, and should not be considered as investment advice. You should carefully consider whether any investment products are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances.


Investment involves risk. Investors should not only base on this material alone to make investment decisions. 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.


Issued by the Hongkong and Shanghai Banking Corporation Limited