SmartInvest

Explore these investment types / services based on your criteria

You are advised to click “View details” for more information on products features and risk disclosures.

Investment Fund

Product risk level
1
2
3
4
5
  • Online subscription as low as HKD5,000
  • Capture global investment opportunities
  • Diversified risk by including various underlying assets in one fund
  • Check out our Fund information on Fund SuperMart

Monthly Investment Plan for Funds

Product risk level
1
2
3
4
5
  • Invest in your chosen investment fund with as low as HKD500 per month
  • No minimum holding period or termination charge
  • Dollar cost averaging to help smooth out the effects of short-term market fluctuations
  • Settle payment using a Hang Seng Bank / HSBC HKD account or Hang Seng Credit Cards [1]

Securities Services (HK stocks / A shares / US stocks)

  • A wide range of trading channels including online, mobile app and phone trading
  • Various order types such as stop loss and all-in-one order
  • Higher flexibility with day trading and trade before settlement
  • Click here to open securities account
  • US stock investing starter kit for beginners to kick start easily Learn more

Bond and Certificate of Deposit Trading Services

Product risk level
1
2
3
4
5
  • Steady income stream
  • Predictable return with relatively lower volatility
  • Diversify risk and offer relative stability to a portfolio
  • Tenor ranged from 1 to 10 years for bonds and from 3 months to 3 years for CDs

Not what you are looking for? Start over or see all investment types / services.

Log on to assess your risk tolerance level.

What does risk tolerance level mean?

Market outlook

Financial breakfast (Cantonese version)

Bonds market outlook (Cantonese version)

Cross-boundary Wealth Management Connect Express (Mandarin version)

The Investment market in Q2 : Risk-on / Risk-off (Cantonese version)

Knowledge and insights

Investment spotlight

Biodiversity and nature-positive investment (Cantonese version)

Easy Steps to Subscribe Online for Capital Protected Investment (CPI) (Cantonese version)

Invest in Money Market Fund

Achieve optimal asset allocation

A simple comparison on 3 types of investment products: funds, stocks and ILAS

Invest in diverse markets and assets at a lower cost to spread risk

Tips to manage investment risk and calculate fund returns

Understanding vulnerable customer and the additional investment protection measures

Invest in products with
dividends to earn income in a volatile market

Gain potential interest return despite wrong guesses on
FX rate

Invest and hedge with currency linked investment deposit

Winning through stability –
Bond investment and volatile markets

Learn how to trade with
leverage to magnify your
investment power

Equity Linked Investments
keep you agile with offensive
and defensive strategies

Learn about fund features and how to invest with less cost

Seize the fleeting opportunity to thrive in a turbulent stock market

Want to know the strategies of other like-minded Prestige Private and Prestige investors?

Want to know the strategies of other like-minded Preferred investors?

What are the benefits of ETFs

How to choose ETFs

How do ETFs replicate index performance

Need more help?

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Visit our branches

Footnote

Remarks

  1. Hang Seng Bank / HSBC HKD account: If a customer wishes to choose an HSBC HKD account as the payment account, the customer has to set up a Monthly Investment Plan for Funds in person via a Hang Seng Bank Branch.
    Hang Seng Credit Cards: Except Hang Seng Corporate Cards, Hang Seng Commercial Cards, JAL Hang Seng Cards, Hang Seng Renminbi Credit Cards, USD Visa Gold Cards, Hang Seng Spending Cards, e-shopping MasterCard and Private Label Cards, all Hang Seng Credit Cards are eligible for payment of the monthly investment amount. This payment method is only available to customers who invest in subscription fee class (class A units) under a Monthly Investment Plan for Funds.

square bracket [3] Investment involves risk.