Discretionary Portfolio Management Services
Wealth Infinity Discretionary Portfolio Management Services
Everbright Sun Hung Kai Company Limited (“EBSHKCL”) is committed to serving investors looking for investment opportunities. We are proud to introduce Wealth Infinity Discretionary Portfolio Management Services, managed by SHK Fund Management Limited (“SHKFM”), a member company of EBSHKCL.
The investment manager, SHKFM, will have complete discretion to manage a relevant client’s account and make investment decisions on behalf of the client. Based on each client’s investment risk appetite and return objective, the investment manager will construct a tailored investment portfolio and will aim to deliver absolute returns from, amongst others, investment opportunities available in the Greater China (ex Taiwan) & Asia Pacific equity markets. To deliver absolute returns, the investment manager may also invest in index futures, exchange traded funds (ETF), sovereign and corporate bonds and hedge the portfolio with derivative products such as options, futures and warrants. It may also reallocate a significant proportion of the portfolio into global fixed income and cash instruments when the investment manager deems appropriate to mitigate risk.
Investing Wisely and Sensibly, Backed by Solid Market
What makes Wealth Infinity Discretionary Portfolio Management Services unique is that your investment portfolio is being managed by SHKFM, who provide valuable top-down macroeconomic analysis combined with bottom-up stock selection in respect of the aforesaid services.
A Tailor Made Investment Portfolio for Your Risk
Based on your investment horizon, risk appetite and expected returns, we work together to determine your investment profile to meet your financial investment objectives. SHKFM will construct your investment portfolio that suits your investment profile.
Aiming to Deliver Absolute Returns
We aim to achieve absolute returns from, amongst others, long and short investment opportunities available in the Greater China (ex Taiwan) & Asia Pacific equity markets, and use hedging techniques and a disciplined risk management process.
SHKFM offers Exceptional Services
Wealth Infinity Discretionary Portfolio Management Services are exclusive services for our clients. You will have full transparency of your own account. Also a detailed monthly statement listing all the transactions made during the month, existing stocks and cash balance will be sent to you for your record. Additionally, regular commentaries explaining the market trend/performance will also be sent to you.
1 Wealth Infinity Discretionary Portfolio Management Services refers to the discretionary portfolio investment management services provided by SHK Fund Management Limited pursuant to the Discretionary Segregated Managed Account Agreement with it as discretionary investment manager.