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Our Investment Fund Services offer hundreds of investment funds from major fund houses, covering major fund types

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Investment Fund Services

We offer investment funds covering different asset classes, countries and sectors, catering to your risk appetite and helping you to diversify your portfolio. Manage your portfolio anytime, anywhere with the SC Mobile Unit Trust Investment platform.

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Invest in funds that are suitable for you

Browse Funds in Fund Library and understand your Investment Profile

Quality funds filtered for you

Browse Fund Select and ESG Select by independent fund analysis team

Get fund ideas in SC mobile

Get insights from Fund Select, Most Popular Funds chosen by Investors Like You, Top Performing Funds and High Dividend Funds. (View Demo Now / View FAQ)

Find out what clients like you invest in

See what other personas are investing (Professional Investors, Newbies of Investment Funds, Generation X and Y, Golden-agers, All investors).
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FUND SELECT
Standard Chartered’s dedicated team conducts independent analysis and shortlists 40 quality funds every month based on quantitative and qualitative factors

  • Evaluate track record and risk/reward characteristics of funds

  • Conduct interviews with fund managers to understand their strategy and investment philosophy

  • Identify funds with a consistent investment process and outstanding investment team

ESG SELECT
ESG investing refers to the consideration of environmental, social, and governance factors alongside financial factors when making investment decisions

  • Reduce volatility and drawdown risk

  • Improve an investment’s risk/return profile

  • Strong practices in E, S & G are increasingly important to sustain a company’s long term business growth

Clients like you may invest in…

Get inspired by the popular fund choices in the unit trust investment transactions of our different client groups in the past 1 month.

Professional Investors couple

Professional investors

This refers to clients who fulfil the portfolio of securities and money requirement of not less than HKD8 million (or equivalent foreign currency) and have declared as Professional Investor of the Bank.

 

Most Popular Funds

• BNP Paribas Energy Transition (USD)(Acc)
• Allianz Income and Growth AM (USD) (M Cash Dis)
• RQ] BGF China Bond Fund A6 (HKD H) (M Cash Dis)
• Ninety One GSF Global Environment Fund A (USD) (Acc)
• Schroder China Equity Alpha Fund A (HKD) (Acc)

Learn more about Monthly Updated Insights
Investment involves risk.

Newbies of Investment Funds Brother and Sister

Newbies of Investment Funds

This refers to beginners who have less than HKD1 million assets under management with less than 1 year of investment fund experience in the Bank, excluding clients who are Professional Investors.

 

Most Popular Funds

• Allianz Income and Growth AM (USD) (M Cash Dis)
• BNP Paribas Energy Transition (USD)(Acc)
• [RQ] BGF China Bond Fund A6 (HKD H) (M Cash Dis)
• AB FCP I American Inc Ptfl AT (USD)(M Cash Dis)
• Allianz Global Artificial Intelligence AT (USD) (Acc)

Learn More about Monthly Updated Insights

Investment involves risk.

Generation X and Y

Generation X and Y

These are clients who are born in the year of 1966 to 1995, excluding the Professional Investors.

 

Most Popular Funds

• Allianz Income and Growth AM (USD) (M Cash Dis)
• BNP Paribas Energy Transition (USD)(Acc)
• Allianz Global Artificial Intelligence AT (USD) (Acc)
• Ninety One GSF Global Environment Fund A (USD) (Acc)
• Schroder China Equity Alpha Fund A (HKD) (Acc)

Learn More about Monthly Updated Insights

Investment involves risk.

Goldenagers

Golden-Agers

These are clients who are born in 1965 or before, excluding the Professional Investors.

 

Most Popular Funds

• Allianz Income and Growth AM (USD) (M Cash Dis)
• [RQ] BGF China Bond Fund A6 (HKD H) (M Cash Dis)
• AAB FCP I American Inc Ptfl AT (USD)(M Cash Dis)
• Schroder China Asset Income Fund A (USD) (M Cash Dis)
• BNP Paribas Energy Transition (USD)(Acc)

Learn More about Monthly Updated Insights

Investment involves risk.

Goldenagers

All Investors

This group covers all clients who subscribed to investment funds with the Bank.

 

Most Popular Funds

• Allianz Income and Growth AM (USD) (M Cash Dis)
• BNP Paribas Energy Transition (USD)(Acc)
• [RQ] BGF China Bond Fund A6 (HKD H) (M Cash Dis)
• Allianz Global Artificial Intelligence AT (USD) (Acc)

Learn More about Monthly Updated Insights

Investment involves risk.

What are Unit Trusts?
Unit Trusts are medium to long term investment that allow you to achieve a more diversified exposure with less capital

  • Professionally managed – typically managed by a professional fund manager (or a team of managers) on behalf of investors

  • Diversification – achieve diversification across asset classes / geographies with a single investment, depending on the fund’s investment strategy/objective

  • Liquidity – most unit trusts offer daily subscriptions and redemptions on trading days

  • Affordability – start investing from as low as HK $1,000 or through Monthly Investment Plan

Latest Videos

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Introduction of SC Mobile UT Platform

Introduction of SC Mobile UT Platform

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Introduction of Fund Select

Introduction of Fund Select

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Introduction of ESG Investing

Introduction of ESG Investing

  • • This video does not constitute any prediction of likely future price movements.
  • • Investors should not make investment decisions based on this video alone.
  • • This video has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

For the Risk Disclosure Statement and Disclaimers, please click HERE.

Manage everything at your fingertips on our one-stop Unit Trust Investment Platform on SC Mobile

Fees & Charges

Flat 2%
For all Priority Banking clients, Premium Banking clients, Other Standard Chartered clients

Investment Funds Subscription Fee Discounts (exclude Monthly Investment Plan)
DISCOUNT PER INVESTPRO INVESTMENT ZONE (CLICK <HERE> FOR DETAILS)
D C B A
Funds with Subscription Fees ≥5%  |​ Less 2% Less 1.5% Less 1% Less 0.25%
Funds with Subscription Fees < 5%  |​​ Less 0.5% Less 0.5% N/A N/A
The above InvestPro Reward is subject to Terms & Conditions of InvestPro, please refer to the documents for details.

Subscription Fee Discount Per Monthly Investment Amount
SUBSCRIPTION FEE DISCOUNT
Monthly investment amount
(Per Monthly Investment Plan)
​| Less than HKD5,000 (or USD650)  |  ​​ HKD5,000 (or USD650) or above
Priority Banking clients Less 1% Less 1.5%
Premium Banking clients Less 0.5% Less 1%
Other Standard Chartered clients N/A Less 0.25%
Note: Subscription, Switching, Redemption, Management and Other fees for each fund are subject to respective Fund Prospectus and Standard Chartered Investment Fund services charges. The above charges and subscription fee discount are subject to change from time to time as determined by the Bank without prior notice.

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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 Investment Fund 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.

Risk Disclosure Statement
  • Investment involves risks. The prices of units/ shares of unit trusts or mutual funds fluctuate, sometimes dramatically and the worst case may result in loss of your entire investment amount. It is as likely that losses will be incurred rather than profit made as a result of buying and selling unit trusts or mutual funds. Past performance of any Investment Fund is no guide to its future performance.
  • Investors should carefully read the relevant offering documents and in particular the Terms & Conditions contained therein, the investment policies and the risk factors and latest financial results information. It is desirable that the Investor seeks independent financial advice with respect to any investment decision.
  • Investors should ensure they fully understand the risks associated with unit trusts or mutual funds and should also consider their own investment objective, investment experience, financial situation and risk tolerance level before making any investment decision.

Disclaimer:

  • Various funds are described on this website. These may involve market risk, volatility risk, counterparty risk, credit risk, liquidity risk, concentration risk and risk of loss from use of financial derivatives instruments, amongst other risks. Please refer to relevant fund factsheets for details.
  • Investors should not base on information contained in this website alone to make investment decisions.
  • This website is not directed to any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) the publication or availability of this website is prohibited and it is only intended for viewing by existing investors in the investment products distributed by us which are authorized for sale to the public in Hong Kong. Persons in respect of whom such prohibitions apply or persons other than those specified above must not access this website. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. By proceeding, you are representing and warranting that the applicable laws and regulations of your jurisdiction allow you to access the information.
  • Information contained in this website does not constitute investment advice. Potential investors should note that investments can involve significant risks and the value of an investment may go down as well as up. No assurance can be given that the investment objective of any investment products will be achieved.
  • The page may contain information and material relating to funds that are authorized by the Securities and Futures Commission in Hong Kong, however, such authorization does not imply official approval or recommendation.
  • This website is prepared and issued by Standard Chartered Bank (Hong Kong) Limited, which is a corporation licensed by the Securities and Futures Commission in Hong Kong to engage in Type 1 (dealing in securities); Type 4 (advising on securities); Type 6 (advising on corporate finance) and Type 9 (asset management) regulated activities. The contents of this website have not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

Notes

  • This webpage does not constitute any prediction of likely future price movements.
  • Investors 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.