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Accumulate wealth easily with a Monthly Investment Plan

Important Note:

Please note that 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 Monthly Investment Plan
  • Monthly contribution as low as HK 1,000
  • Flexibility to adjust your investment portfolio
    • Adjust your monthly investment amount at any time
    • No minimum tenor required
  • Dollar Cost Averaging helps offset market volatility (see below table)
    You can invest in funds by making regular monthly contributions and acquire funds at different prices i.e. buy more units when the unit price is low and buy fewer when the unit price goes up. Over time, the risk arising from short-term market fluctuations will be reduced as a result. The example below illustrates the benefits of Dollar Cost Averaging through Monthly Investment Plan for funds:
Contribution
Monthly Invetsment Amount (HK$)
(a)
Unit Price (HK$)
(b)
Units
(a/b)
1st 1,000 1.00 1,000
2nd 1,000 0.73 1,370
3rd 1,000 0.80 1,250
4th 1,000 1.09 917
Total 4,000 4,537
Overall average cost of unit: HK$(4,000/4,537) = HK$ 0.88

The above calculations are for illustration purpose only (other fees and charges of respective funds are not included) and are not indicative of the actual market situation.

  • Comprehensive range of fund categories
    Include balanced fund, bond, commodities, equity, high yield, and etc.

Subscription Fee
Subscription Fee Discount
Monthly investment amount
(Per Monthly Investment Plan)
Less than HKD5,000
(or USD 650)
HKD 5,000
(or USD 650) or above
Priority Banking Clients Less 1% Less 1.5%
Premium Clients Less 0.5% Less 1%
Others Standard Chartered Clients n/a Less 0.25%

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.

You can now complete the “Customer Investment Profile” questionnaire through Standard Chartered online banking services before investment.

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Risk Disclosure Statement for Investment Fund Services

  • Investment involves risks. The prices of units / shares of unit trust or mutual funds fluctuate, sometimes dramatically. 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.
  • Investors 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 are advised to seek independent professional advice before making 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 and risk tolerance level.

Note:

  • 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.
  • 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.