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Unit Trusts
Everyone has different financial goals to achieve, like planning for
- Retirement?
- Children education?
- Pursuing a MBA?
- Buying a house?
We understand how important the goals meant to you, we provide you an exclusive solution along your wealth accumulation journey in making your dream come true.
Set objectives
Set your objectives. If you are planning for children education or retirement, make use of the below calculator to estimate the amount you need to save in order to achieve your goals.
Set objectives
If you are planning for children education or retirement...
How much you can afford
Consider your budget and pace of saving to decide your monthly contribution amount which can be as low as just HKD1,000 per month.
How much you can afford
Consider your budget and pace of saving...
Target setting
You can make use of HSBC unique's target setting features to pre-set:
- your desirable investment timeframe => Target number of months or
- amount you wish to accumulate from the plan =>Target market value to be accumulated
Upon reaching the above target, HSBC will execute the following instruction for you according to your preference
1. Receive a SMS notification as a reminder
2. Auto-terminate the plan
Target setting
You can make use of HSBC unique's target setting features...
Choose a fund
Select a suitable unit trust according to your risk appetite and needs
Don't know how to choose a fund?
With our Fund Express, fund picking becomes an easy task.
Click here to experience the convenience of Fund Express. Demo video
Choose a fund
Consider your risk appetite and investment needs...
NEXT STEPS...
- HSBC Internet Banking Users
Set up Unit Trust Monthly Investment Plan 
- Not yet a HSBC Internet Banking User
for HSBC Internet Banking 
- Need help?
Call (852) 2233 3733
How do I setup Unit Trust Monthly Investment Plan?
Disclaimer:
Investment involves risk. Please refer to the offering documents of the respective funds for details, including risk factors. 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. 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.
Unit Trusts are investment products and some may involve derivatives. The investment decision is yours but you should not invest in the Unit Trusts unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives.
Unit Trusts are NOT equivalent to time deposits.
In the worst case scenario, the value of the unit trusts may be worth substantially less than the original amount you have invested.
Issued by the Hongkong and Shanghai Banking Corporation Limited
