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

           
                       
                                   
                                               
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 Bank (Hong Kong) Limited provides execution-only trading service over Online Unit Trusts and shall not advise you on the merits of a transaction, nor ensure the transaction is suitable for you.                                                
                                   
                       
           

Investment Fund Services

At Standard Chartered, we offer hundreds of investment funds, covering different asset classes, countries and sectors, catering to your risk appetite and needs.

Exclusive Offers for New Clients

Subscription Fees

Subscription Fee of Online Unit Trusts
Subscription Fee
•  Priority Banking clients Flat 2%
•  Premium clients
•  Other Standard Chartered clients
Subscription Fee Discount via Branches
Discount per Investment Zone (Click <here> for details)
Investment Funds Subscription Fee Discounts

(exclude Monthly Investment Plan)

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 of Monthly Investment Plan
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 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.

Risk Disclosure Statement

Investment involves risks. The prices of units/ shares of unit trusts or mutual funds fluctuate, sometimes dramatically and may become valueless. Investors may not get back the amount they have invested. 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 is no guide to its future performance.

Investor should read the terms and conditions contained in the relevant offering documents and in particular 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. Investor should ensure they fully understand the risks associated with unit trusts or mutual funds and should also consider their own investment objective and risk tolerance level.

 

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 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.