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Unit Trusts

Why are Unit Trusts right for you?

  • Up to 2% initial subscription charge reduction for online subscription on unit trusts*
    Subscription Amount (HKD) Reduction on initial charge
    200,000 or below1.5%
    200,001 or above2.0%
  • Select online from a full list of Unit Trusts or Guaranteed funds and get a price
  • Spread your risk by diversifying your investments across many sectors and countries
  • Pool your resources with groups of investors to capture global opportunities

Other benefits of Unit Trusts

  • Buy and sell Unit Trusts on any dealing day without tying up your cash flow
  • Unit trusts allow you to invest in securities, bonds, currencies and commodities in markets around the world
  • HSBC offers numerous Unit Trusts and mutual funds from HSBC Investments (HK) Ltd. and selected third-party fund houses
  • HSBC also offer Capital Guaranteed Funds from time to time which preserves 100% of the capital at maturity

Disclaimer
Investment involves risks. The offering documents of the funds should be read for further details. The price of units or shares and the income from them may go down as well as up and any past performance figures shown are not indicative of future performance. You should carefully consider whether any investment products or services mentioned herein are appropriate for you in view of your risk appetite, investment experience, objectives, financial resources and circumstances. The information contained on this website is intended for Hong Kong residents only and should not be construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction, in particular the United States of America. Please refer to the Unit Trust Disclaimer for further important details.

* Terms and Conditions:
  1. The promotional period is between 2 October and 31 December 2008, both dates inclusive.
  2. The offer cannot be used in conjunction with any other promotional or preferential offer.
  3. Unit trust initial charge discount is only applicable to open-end funds with initial charges of 5% or above. The offer cannot be used in conjunction with other promotional offers on the initial charge. All other fees and charges applicable to the relevant fund (including switching fees, redemption fees, management fees and other fees) still apply.
  4. The Bank reserves the right to amend the promotional offers and these terms and conditions at any time without prior notice.
  5. The promotional offers are applicable to selected products or services successfully purchased or applied for via our Business Internet Banking and application hotline within the promotional period.
  6. In case of disputes arising out of this promotion, the decision of the Bank shall be final.
  7. In case of discrepancies between the English and Chinese versions, the English version shall prevail.
  8. HKD50 gift coupons mentioned in this page refer to gift coupons, which will be sent to eligible companies by mail on or before the end of March 2009. The gift coupons cannot be converted into cash and may be subject to the supplier's terms of use. The Bank is not the supplier of the gift coupons and assumes no responsibility for the quality of goods and services provided by the supplier in relation to the gift coupons.
  9. Each eligible company is entitled to a maximum of HKD500 worth of gift coupons.

The way to Smarter Banking

To help you make the most of your business opportunities, we have a range of convenient and professional banking channels to suit your needs.

  • Business Internet Banking
  • HSBCnet
  • Business Phonebanking
  • SME Centres
  • Self Service Banking
  • Commercial Transaction Centres
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One Stop Financial Services

Wherever you are in the world, HSBC's Commercial Banking account provides the flexibility your business needs:

  • All-in-one bank account meet your core business banking needs
  • 7 x 24 Internet banking, ATM & phonebanking
  • Standby & revolving line
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