Investment Fund Services

Investment fund is an investment tool which pools together capital from individual investors to invest in a wide array of asset classes and across geographical locations. Managed by professional fund managers, investment fund can be categorized into Equity Funds, Bond Funds, Balanced Funds, Money Market Funds and Hedge Funds.

Investment funds can help diversify the risk of your portfolio across a wider spectrum of investment in various countries, sectors or asset classes
  • Capture Global Investment Opportunities
    Investing in investment fund allows you to access to global markets.
  • Risk Diversification
    In general, investment fund will invest in different asset classes in various countries, diversifying the risk of your investment portfolio.
  • Professional Management
    Proficient fund managers will closely monitor the markets and seize the best investment opportunities for you.
CMB Wing Lung Bank helps you grasp every investment opportunity with global insight
  • Diversified Range of Quality Funds
    At CMB Wing Lung Bank, we offer you a wide spectrum of quality funds for you to choose from, all of which are managed by reputable fund management companies.
  • Professional Advisory Services
    Our professional Relationship Managers & Investment Experts will construct an investment portfolio that best suits your investment objectives and risk appetite. Portfolio review will be conducted regularly to address the latest market changes.
  • Flexible Investment Plan
    You can choose between lump sum and Investment Fund Monthly Savings Plan in accordance to your investment objective.
Investment Options Minimum Investment Amount
Lump Sum From USD1,000 or equivalent*
Monthly Savings Plan HKD1,000 or equivalent

*The Minimum Investment Amount of the Lump Sum Subscription via “Fund Services” of NET Banking Services or CMB Wing Lung Bank Mobile App is from USD1,000 or equivalent. The Minimum Investment Amount of the Lump Sum Subscription via other channels is from USD2,000 or equivalent.

 

Starting your investment plan today!

Investment Services Hotline: (852) 2526 5555 
Website: www.cmbwinglungbank.com

Important Notice:

This is an investment product and some may involve derivatives. The investment decision is yours but you should not invest in the investment fund 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.

Risk Disclosure Statement:

The above information is for reference only and does not constitute and should not be regarded as any recommendation, offer or solicitation to purchase or sell any investment products. Investment involves risks and the price of investment products may fluctuate or even become worthless. Past record is not an indicator of future performance. Losses may be incurred rather than making a profit as a result of investment. You should carefully and independently consider whether the investment products are suitable for you in light of your investment experience, objectives, financial position and risk profile. Independent professional advice should be obtained if necessary. Please read the relevant terms and conditions together with the risk disclosure statements in the prospectus of the investment product before making any investment decisions. 

This document has not been reviewed by the Securities and Futures Commission of Hong Kong.

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