Overview

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 40 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.

Benefits

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 enquiry@ebshkfg.com 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.

Features

Investing in mutual funds yield the following key advantages:

Professional management: Mutual funds are managed by professional fund management teams who manage the funds according to pre-set investment objectives in line with internal risk management practices.
Global investment universe: Mutual funds offer access to global investment opportunities through diversification of markets and investment tools.
Diversified risks: Most funds invest in diversified assets in a mix of markets. Investment risks are mitigated with professional hedging tools.
Convenience in trading: Most funds authorised by the Securities and Futures Commission of Hong Kong# are available for dealing daily. Investors can obtain the latest fund price, place orders and get market updates through various channels.

Risk levels vary with different types of mutual funds. Investors should understand and consider their own risk tolerance level before investing.
# Such authorisation does not imply official recommendation.

Platform

Our major fund partners:

  • Aberdeen Standard Investments (Hong Kong) Limited
  • AllianceBernstein Hong Kong Limited
  • Allianz Global Investors Asia Pacific Limited
  • Amundi Hong Kong Limited
  • Baring Asset Management (Asia) Limited
  • BEA Union Investment Management Limited
  • BlackRock Asset Management North Asia Limited
  • China Everbright Assets Management Limited
  • China International Fund Management Company
  • Eastspring Investments (Hong Kong) Limited
  • FIL Investment Management (Hong Kong) Limited
  • First State Investments (Hong Kong) Limited
  • Franklin Templeton Investments (Asia) Limited
  • GAM Hong Kong Limited
  • Income Partners Asset Management (HK) Limited
  • Invesco Asset Management Asia Limited
  • Invesco Hong Kong Limited
  • Investec Asset Management Hong Kong Limited
  • J.P.Morgan Asset Management
  • Janus Henderson Investors Hong Kong Limited
  • Manulife Investment Management (Hong Kong) Limited
  • PIMCO Asia Limited
  • PineBridge Investments Asia Limited
  • Principal Investment & Retirement Services Limited
  • Schroder Investment Management (Hong Kong) Limited
  • Value Partners Group Limited

Investments involve risk. Please click here for the Risk Disclosure Statements.

Please call our Customer Service Hotline on +852 2822 5001 or email to enquiry@ebshkfg.com to know more about our Mutual Funds Services. Our professional will provide you with individual asset allocation analysis to help you build a mutual fund investment portfolio that meets your specific needs and goals.