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Unit Trusts
Information
What are Unit Trusts?
Unit Trusts pool the resources of many investors into one large fund, enabling investors to diversify their investments into different markets and asset classes.
Features
Hand-picked, quality Unit Trusts selected from world renowned fund houses by HSBC's global investment experts. Assets are held by trustees or custodians, who operate independently from fund managers, and are registered offshore
Spread your investments across a range of sectors, or countries, with different levels of risk
You can invest a lump sum amount or set up a monthly investment plan as you wish. With Monthly Investment Plan, you can invest as little as HKD1,000 per month*
A large number of investors participate in each fund, sharing the cost of making investments
You can buy and sell Unit Trusts on any dealing day (except on public holidays of the countries to which your fund is linked). Proceeds are normally paid within seven days
Payment can be made directly from your HSBC account, or by cheque, demand draft, telegraphic transfer or autopay
You can obtain daily prices of Unit Trusts through branches, phonebanking, the Internet and newspapers. You can also keep track of your investment with your regular statements as well as fund information updates sent by mail
Note: Investment involves risks. Past performance is no guide to future performance. Investors should refer to the offering documents for further fund details and the risks involved.
* Irregular lump sum contributions of a minimum USD1,000 or HKD10,000 per fund can be made.
