Investment involves risk (including the possibility of loss of the capital invested). Prices of investment products may go up as well as down and may even become valueless. Past performance information presented is not indicative of future performance. Investors should not only base on this marketing material alone to make any investment decision, but should read in detail the offering documents and the Risk Disclosure Statement of the relevant investment products.
Risk Disclosure of Investment Funds:
Investors should note that all investments involve risks (including the possibility of loss of the capital invested), prices or value of investment fund units may go up as well as down and past performance information presented is not indicative of future performance. Investors should read carefully and understand the relevant offering documents of the investment funds (including the fund details and full text of the risk factors stated therein) and the Notice to Customers for Fund Investing before making any investment decision. Investment funds are investment products and some may involve derivatives. Investors should carefully consider their own circumstances whether an investment is suitable for them in view of their own investment objectives, investment experience, preferred investment tenor, financial situation, risk tolerance abilities, tax implications and other needs, etc., and should understand the nature, terms and risks of the investment products. Investors should obtain independent professional advice if they have concerns about their investment.
The risks for funds which are index funds include but not limited to:
Risks associated with Distribution out of the Cash Dividend Fund’s Capital:
Payment of dividends out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investments. Any such distributions may result in an immediate reduction of the Net Asset Value per Unit.
Risks associated with Equity Market Fund:
The Fund's investment in equity securities is subject to general market risks, whose value may fluctuate due to various factors, such as changes in investment sentiment, political and economic conditions and issuer-specific factors.
The contents of this page have not been reviewed by the Securities and Futures Commission.
It takes just a few simple steps to set up a Hang Seng Monthly Investment Plan for Funds via e-Banking, and build your long term investment habit comfortably at home.
How to allocate your assets in a flexible manner to seize investment opportunities amid hectic ups and downs in the market?
Master the 4 Key Benefits of Monthly Investment Plan for Funds
Develop long-term investment habit with less capital through monthly contributions
No Termination Fee nor Minimum Investment Tenor
You may rebalance your asset allocation anytime based on your personal circumstances
Earn Cash Dollars1 by paying with your Hang Seng Credit Card
You may choose to pay with credit card or bank account for your convenience
Use of Dollar Cost Averaging Strategy to minimize the effect of market volatility
Unleash your investment potential in the long runMore details
|1||yuu Reward Points instead of Cash Dollars would be applicable for enJoy Visa Platinum Card and enJoy Spending Card. Please refer to Hang Seng Bank website > Cards > Card Products > enJoy Card.|
Hang Seng Monthly Investment Plan for Funds Provides You with Abundant Choices
Funds for Lazybones
Index Fund Category
Track the market index to let you stay close to market trends, so that you could focus more time on enjoying life
Funds for Dividend Seekers
Cash Dividend Fund Category
Expected regular cash dividends as a source of income stream
Funds for Risk Takers
Equity Fund Category
Gain exposure to multiple stocks to help utilize your capital with flexibility
A wide selection of investment funds is available online at Hang Seng Fund SuperMart
Customers can exclusively enjoy a preferential fund subscription fee2 of as low as HKD83
For the details of the funds available for subscription, please visit:
Hang Seng Bank website > Investments > Fund SuperMart > Monthly Investment Plan > Fund List
Log on to Hang Seng Personal e-Banking > Investments >
Investment Funds > Monthly Investment Plan
|2||The offer is only applicable to Prestige Private, Prestige Banking, Preferred Banking and Integrated Account customers (“Eligible Customers”) who successfully subscribe for “Hang Seng Monthly Investment Plans” via e-Banking. Each single Eligible Fund Plan can enjoy the funds subscription fee offer on the first HKD10,000 or equivalent monthly investment amount, any amount in excess of HKD10,000 or equivalent will be charged at the subscription fee under "Regular Subscription Fee". With terms and conditionsterms and conditionsterms and conditionsapply.|
|3||Reduced from 2% to 1.5% for the index fund category, from 2% to 1.5% for the bond fund category and from 3% to 2% for other fund categories. For details, please refer to the relevant funds’ offering documents.|
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The above offer is not and should not be considered as an offer or solicitation to deal in any of the investment products or services mentioned herein.
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