Mutual Funds

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 Securities International ("EBSI") offers more than 1,800 funds from nearly 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

EBSI 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 Wealth Managers 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

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
• BOCHK Asset Management Limited
• China Asset Management (Hong Kong) Limited
• China Everbright Assets Management Limited
• China Everbright Securities (HK) Limited
• Da Cheng International Asset Management Company Limited
• Eastspring Investments (Hong Kong) Limited
• FIL Investment Management (Hong Kong) Limited
• First Sentier Investors (Hong Kong) Limited
• Franklin Templeton Investments (Asia) Limited
• Fullgoal Asset Management (HK) Limited
• GAM Hong Kong Limited
• GF International Investment Management Limited
• HSBC Investment Funds (Hong Kong) Limited
• Income Partners Asset Management (HK) Limited
• Invesco Asset Management Asia Limited
• J.P.Morgan Asset Management
• Janus Henderson Investors Hong Kong Limited
• Jupiter Asset Management
• Manulife Investment Management (Hong Kong) Limited
• Ninety One Hong Kong Limited
• PIMCO Asia Limited
• PineBridge Investments Asia Limited
• Principal Investment & Retirement Services Limited
• Schroder Investment Management (Hong Kong) Limited
• Shenwan Hongyuan Asset Management (Asia) Limited
• Value Partners Group Limited

For existing clients, please click here to view your portfolio.