Understand Unit Trusts
10 Aug 2020

Understand Unit Trusts

Learn how a Unit Trust can give you access to investing in a wide range of assets and help you grow your wealth.

A Unit Trust invests a pool of money, collected from a number of investors, in a collection of assets (stocks, bonds, alternative assets, or a mix). It is an investment option for investors seeking affordability as you can invest for a minimum lump sum of HK$5,000 or as little as HK$1,000 monthly. It also provides risk management through investing in a diversified range of assets.

It is also an investment option for those seeking liquidity, as most Unit Trusts may be redeemed daily. Compared to investing as an individual, the pooled capital from you and other investors allows you to tap a wider range of assets. Additionally, you can benefit from experienced fund managers' research and analyses of different assets.

Risk Disclosure and Important Notice

The information herein is for information only. DBS accepts no liability whatsoever for any direct, indirect or consequential losses or damages arising from or in connection with the use or reliance of this publication or its contents

Investment involves risks. The information provided is based on sources which DBS Bank Limited and DBS Bank (Hong Kong) Limited believe to be reliable but has not been independently verified. Any projections and opinions expressed herein are expressed solely as general market commentary and do not constitute solicitation, recommendation, investment advice, or guaranteed return. The above information does not constitute any offer or solicitation of offer to subscribe, transact or redeem any investment product. Past performances are not indicative of future performances. You should make investment decisions based on your own investment objective and experience, financial situation and particular needs. You should carefully read the product offering documentation, the account terms and conditions and the product terms and conditions for detailed product information and risk factors prior to making any investment. If you have any doubt on this material or any product offering documentation, you should seek independent professional advice.

Funds are investment products. 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.

The information provided above have not been reviewed by the Securities and Futures Commission of Hong Kong or any other regulatory authority in Hong Kong.