Log on to HSBC Internet Banking

Log On

Find out more  |  Register

A unique fund investment solution to help grow your wealth wisely.
A truly multi-asset investment solution managed by best-in-class fund managers to help optimize risk-adjusted return.
Build your investment portfolio and realize your financial goals through UTMIP.
A list of selected funds with consistent performance under various market conditions short-listed by HSBC to facilitate your investment decision.

Unit Trust Monthly Investment Plan

Important Risk Warning:
  • 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.

Additional risks are disclosed in the section of "Risk disclosure" below. Please refer to it for details.

Wedding ? Travel around the world ?

Start NOW to realize your dreams with HSBC's unique target monthly investment savings plan.

Everyone has a dream !

HSBC offers a target monthly investment plan that is unique in the market as we serve you with your needs in mind. Through monthly investing, you can achieve your goal without having to tie up a big portion of your savings upfront and avoid emotional purchase and sales which saves you the hassles in timing the market.

No matter your plan is for your children education or travel, you should have in mind how long you are going to save for your plan or how much you want to accumulate to achieve your goal. With HSBC unique services, your saving plans come easy.

Our unique target setting plan offers you the option to pre-set:
your investment timeframe OR
the target market value you want to accumulate from the investment plan.
Once your target is reached, we will do the rest for you according to your preference:
notifying you via SMS OR
automatically terminate the investment plan for you

Risk disclosure:

  • Investment involves risks. Past performance is no guide to future performance of the funds.
  • The value of investments and the income from them can fluctuate and is not guaranteed. Investor may not get back the amount they invest.
  • Funds which are invested in certain markets and companies (e.g. emerging, commodity markets and smaller companies, etc) may also involve a higher degree of risk and are usually more sensitive to price movements.
  • Investment returns not denominated in HKD or USD are exposed to exchange rate fluctuations. Rates of exchange may cause the value of investments to go up or down.
  • Please refer to the offering documents of the respective funds for details, including risk factors.
  • This document has not been reviewed by the Securities and Futures Commission.
  • Issued by the Hongkong and Shanghai Banking Corporation Limited



NEXT STEPS...
Experience the convenience of our unique target setting features.