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Investment Fund Services
Important Note: Investment Fund is an investment product and some Investment Funds would involve derivatives. The investment decision is yours but you should not invest in that investment 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. |
Standard Chartered Unit Trusts and Mutual Funds provide you with the opportunity to diversify your portfolio across a wider spectrum of investments in various countries, sectors or asset-classes. This also diversifies risk and enables you to benefit from the expertise of professional fund managers.
Comprehensive investment funds for your selection
- Our Investment Fund Services offer hundreds of investment funds from major fund houses, covering major fund types, like Equity, Bond, Balanced, Allocation and Sector funds
- Also, we offer different share classes with different payment methods such as Class A Funds with upfront subscription fee and Class B Funds with back end fee
Click here to enter Investment Funds Online Documents Library
Standard Chartered Monthly Investment Plan – as low as HKD1,000 (or equivalent)
- You can invest in funds by making regular monthly contributions and acquire funds at different prices i.e. buying more units when the unit price is low and buying fewer when the price goes up. Hence, the impact of market fluctuations and investment risks may be averaged out over the period
Standard Chartered Monthly Investment Plan details and offers
| Minimum monthly investment amount | HKD1,000 or its equivalent | |
| Subscription / Switching / Redemption / Management / Other fees for each fund | Subject to respective Fund Prospectus and Standard Chartered Investment Fund Services Charges | |
Based on the monthly investment amount, the subscription fee discount for each respective fund is:
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Monthly investment amount^ | |
| Less than HKD5,000 or USD650 | HKD5,000 or USD650 or above | |
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^ Per Monthly Investment Plan
| Note: | The above charges and subscription fee discount are subject to change from time to time as determined by the Bank without prior notice |
Notes:
- This webpage does not constitute any offer, invitation or recommendation to any person to enter into any transaction described therein or any similar transaction, nor does it constitute any prediction of likely future price movements. Investor(s) should not make investment decisions based on this webpage alone.
- This webpage has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
