A "mutual fund" refers to a collective investment scheme under which fund management companies pool money from investors and manage the fund through investing in diversified markets and investment tools according to pre-set investment objectives. Everbright Sun Hung Kai ("EBSHK") offers over 1,000 funds from over 50 fund houses, covering a diversity of fund types, such as equity funds, money market funds, bond funds, balanced funds, asset allocation funds, sector funds and hedge funds.
EBSHK is your ideal partner in Mutual Funds investment because:
- We provide you with Morningstar® Mutual Funds report for individual asset allocation analysis
- Our Investment Research Team provides regular market analysis and research reports
- Our clients can subscribe to research reports to receive the latest market information for timely investment decisions.
- Our professional Investment Consultants will perform regular reviews on your mutual fund portfolio. We take into account your specific financial background and risk tolerance level to help you build and manage well-suited fund portfolios
Investments involve risk. Please click here for the Risk Disclosure Statements.
Please call our Customer Service Hotline on +852 2822 5001 or email to firstname.lastname@example.org to know more about our Mutual Funds Services. Our professional Investment Consultants will provide you with individual asset allocation analysis to help you build a mutual fund investment portfolio that meets your specific needs and goals.