Fund SuperMart
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IMPORTANT RISK WARNINGS / NOTES
  • Investors should note that all investments involve risks (including the possibility of loss of the capital invested), prices of 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 fund’s offering documents (including the fund details and full text of the risk factors stated therein (in particular those associated with investments in emerging markets for funds investing in emerging markets)) before making any investment decision.
  • Funds below may invest extensively in financial derivative instruments, thus subject to higher volatility as well as higher credit/counterparty and liquidity risks. Investing in these funds will involve a higher risk of loss of all, or substantial part, of the capital invested.
  • In order to comply with the requirements in relation to investor characterization as set out by Securities and Futures Commission in Hong Kong (the “SFC”), Hang Seng Bank Limited (the “Bank”) only accepts customers who have been characterized by the Bank as having general knowledge of the nature and risks of derivatives to subscribe for fund(s) marked with “@” below.
  • Fund(s) marked with “^” are Complex Products as defined under the SFC’s Guidelines on Online Distribution and Advisory Platforms and investors should exercise caution in relation to such fund(s). 

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PORTFOLIO ANALYSIS

Please enter your proposed weighting percentage or amount for the funds that you would like to choose for your own portfolio analysis with either Morningstar® Portfolio X-Ray™ or Reference Asset Allocation Portfolio before clicking the Morningstar® Portfolio X-Ray™ or Reference Asset Allocation Portfolio button.
Total Allocation (equal to 100.00%):
0%
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Fund Name
Fund House
Fund Type
Investment Market Sector
Fund Currency
Risk Level
Fund Name
Fund Name
Select a Reference Asset Allocation Portfolio1
2
Portfolio Historical Mean Return (p.a.)3
Portfolio Standard Deviation4
Best Year Return5
Worst Year Return5
Asset Class6
Reference Asset AllocationPortfolio7 (%)
Your PortfolioAllocation (%)
Difference8 (%)