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.

Convenient Channel
  • Meet with our Relationship Managers and Investment Counsellors at any branch to start a portfolio. We will help you assess your risk profile and from there facilitate you to choose funds that are suitable to you.
  • Or, you can log onto our Online Unit Trusts at Online Banking now. It is easy to use and allows you from search to complete an order with 3 simple steps! Also, at Online Unit Trusts, you can check your holding funds' current value, profit and loss, and transaction history anytime.
2% flat subscription fee+ for online unit trusts transactions

+ Only applicable to Class A funds (funds with subscription fee charged upon purchase).

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Fund Library
  • Fund Performance by Category: At one glance review past performance and risks of all funds distributed by the Bank according to fund category. Identify the potential fund category.
  • DIY Performance Charting: Set your own observing period to review the long term or latest fund performance. You can add in benchmarks to check if the fund can outperform markets.
  • Comprehensive Fund Comparison: Compare funds from different angles by performance statistics, portfolio holding distribution, dividend info and etc.

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Funds Select
  • We have an in-house independent fund analyst team, Funds Select. Our independent fund analysts are some of the tops in their fields. The team interviews hundreds of fund managers and conducts detailed analysis to select high potential investment funds using an unbiased attitude.

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Our Funds Select team identifies quality funds through quantitative and qualitative analysis to help you seize global opportunities. The team endeavours to dive deep down to analyse a fund’s Performance, People and Process. Click on the below videos to learn more about the fund analysis now.

Monthly Investment Plan
  • You should have in mind how to save up for your 1st home, car or wedding. Standard Chartered Monthly Investment Plan helps you to smooth out the peaks and troughs, grasp the potential market appreciations in the long run and allows you to reach your financial goals easier.

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Terms and Conditions

Risk Disclosure Statement:
  • Investment involves risk. The prices of units/ shares of collective investment schemes 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 carefully and is advised to seek independent professional advice before making 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.
  • 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.

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