| What is an investment fund
An investment fund is also known as an unit trust or mutual fund. Such
a fund pools together the resources from individual investors and is managed
by professional fund managers. Investors can choose from an array of funds
which invests in equities, bonds, currencies and derivatives, etc.
Benefits of an investment fund
- Risk diversification: Your investments can be spread
across a multitude of sectors, in different countries, and at various
risk levels.
- Capturing global investment opportunities: An investment
fund allows you to invest in both local and overseas markets to enhance
return potential.
- Professional management: Experienced fund managers
monitor the markets closely and help you grasp investment opportunities.
Quality funds at your choice
We provide you with a broad selection of investment funds which
are professionally managed by the following fund management groups and
companies:
- AllianceBernstein Hong Kong Limited
- Allianz Global Investors Hong Kong Limited
- Amundi Hong Kong Limited
- Barclays Bank PLC
- Baring Asset Management (Asia) Limited
- BlackRock (Hong Kong) Limited
- BNP Paribas Investment Partners
- DBS Asset Management (Hong Kong) Limited
- Deutsche Asset Management (Hong Kong) Limited
- Deutsche Bank Group
- Fidelity International
- First State Investments (Hong Kong) Limited
- Franklin Templeton Investments (Asia) Limited
- Henderson Global Investors (Hong Kong) Limited
- HSBC Global Asset Management (Hong Kong) Limited
- Invesco Asset Management Asia Limited
- Investec Asset Management Asia Limited
- J.P. Morgan Asset Management
- Lyxor Asset Management
- Man Investments (Hong Kong) Limited
- Manulife Asset Management (Hong Kong) Limited
- Principal Global Investors (Asia) Limited
- Schroder Investment Management (Hong Kong) Limited
- Value Partners Limited
Flexible investment options
to help start your wealth-building plan
We offer you flexible investment choices: a lump sum amount or Investment
Fund Savings Plan with low investment amount.
| Investment Method |
Minimum Investment Amount |
| Lump Sum |
HK$20,000 |
| Investment Fund
Savings Plan |
HK$1,000
(with a minimum initial amount of HK$2,000) |
Keep track of your investment
at ease
Whenever you buy, switch or sell fund units, you will receive a contract
note by mail detailing your transaction. You will also receive a monthly
statement detailing every transaction, the balance and market value of
your portfolio so that you can easily monitor your investment performance.
For enquiries, please visit any of our
branches, or call our Customer Service Hotline at 2290 8888 (press
3 after language selection).
| This is an investment product. The investment decision is yours
but you should not invest in the product 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. |
Morningstar Associates, LLC, a registered investment
advisor registered with the United States Securities and Exchange Commission,
and a wholly owned subsidiary of Morningstar, Inc., provides consulting
services to DBS Bank (Hong Kong) Limited ("DBSHK"). Any references
to specific securities are for informational purposes only and therefore
should not be considered a recommendation to buy or sale a security.
Morningstar Associates acts as consultant to DBSHK and does not provide
advice to DBSHK’ investment clients. Neither Morningstar Associates
nor Morningstar, Inc. acts as an investment advisor to the client or customer
of DBSHK. DBSHK has engaged the services of Morningstar Associates to
preserve the independence and objectivity of the analyses provided. Morningstar
Associates does not have any discretionary authority or control over purchasing
or selling securities or making other decisions for investors. The consulting
services are for informational purposes only and does not constitute investment
advice. Morningstar Associates does not provide individualized advice
to any investor, does not determine client suitability, and does not take
into account any information about any investor or any investor’s
assets. Individual investors should ultimately rely on their own judgment
and/or the judgment of a financial advisor in making their investment
decisions. Morningstar Associates makes no warranties, expressed or implied,
as to results to be obtained from use of information it provides. Morningstar
Associates is not responsible for the presentation of fund performance
statistics and other fund data.
Disclaimer
DBS Bank (Hong Kong) Limited is not your investment adviser or acting
in any fiduciary capacity to you. The above information is not and shall
not be considered as investment advice. It does not constitute any offer
or solicitation of offer to subscribe, transact or redeem any investment
product. Investment involves risk. Past performances are not indicative
of future performances. You should carefully read the investment fund
offering documentation for detailed product information and risk factors
prior to making any investment. If you have any doubt on this material
or any offering documentation, you should seek independent professional
advice. |
