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Local Unit Trust and MRF-Recognised HK Funds

We offer Local Unit Trust and MRF-Recognized HK Funds to meet your investment needs.

Wealth management is not equal to deposit. Please be aware of the risks associated with the product and make prudent investment decisions. The product is distributied by HSBC Bank (China).

Key benefits

  • Invest overseas
    MRF-Recognized HK Funds helps you capture a diverse range of global investment opportunities and potentially gain higher returns.
  • Convenient and flexible
    You can purchase or redeem funds in accordance with the relevant regulations and HSBC's internal requirements.
  • Optimised investment portfolio
    Our experts in Global Asset Management will recommend the right product for you to meet your investment needs.
  • Diverse portfolio
    Investment risk is diversified with diverse portfolios of investment arrangement in China and overseas.

Latest fund product

Local Unit Trust (Product for Distribution)

 
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  • Professional analysis by HSBC Global Asset Allocation Team, selection of Local Unit Trusts
  • Enriched product portfolio with various investment assets

MRF-Recognized HK Funds (Product for Distribution)

 
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  • Invest overseas by using MRF-Recognized HK Funds and expand your global asset allocation
  • Various investment assets and multiple currency choices

How to invest

Find your nearest branch

 
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Visit any of our HSBC branches with your valid ID card to register for this service.

Opening hours: Monday-Friday, 9am-5pm (some branches may provide limited weekend service)

Make an appointment

 
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By phone

For general inquiry (RBWM only)

400-820-3090

Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan

Frequently asked questions

What is a fund? 

How can I benefit from fund investment? 

What are Open-Ended Funds and Closed-Ended Funds? 

Risk Disclosure and Disclaimer 

  • The information shown in this website and the opinion expressed, does not constitute any contract value, and should not be regarded as any offer, solicitation or recommendation to conduct any investment, subscriptions or purchase of any products/ services. If you plan to make any purchase, please ask for relevant legal documents from the Bank. All rights and obligations relating to the product will be subject to the legal documents.
  • The information shown in this website  represents the opinions and judgements of the third party product providers identified at the end of each article. Under no circumstances will HSBC China be liable for the responsibilities of investment, redemption, and risk management.
  • The information shown in this website is not sufficient for investors to make investment decisions. Please refer to the offering documents of the respective funds for details, including related terms and conditions, eligibility, features and relevant risk factors. 
  • Funds are investment products. The investment decision is yours but you should not invest in the product unless the product is suitable for you, taking into account your financial situation, risk tolerence, investment experience, investment objectives, investment needs and other necessary factors. Otherwise, you should not subscribe/purchase this investment product.
  • Funds are not equivalent to deposits or bonds which can provide fixed return at maturity. Investors may enjoy a return or suffer loss based on the share value of a specific fund.
  • Investment involves risk. Past performance is no guide to future performance. The price of units or shares and the income from them may go down as well as up and any past performance figures shown are not indicative of future performance. Returns are not guaranteed.
  • In the worst scenario, the value of the funds may be worth substantially less than the original amount you have invested (in the extreme scenario, the value of the funds may be worthless and investors may suffer loss of the original amount you have invested).

 

In addition, investment risk in MRF-Recognized HK Funds is affected by the following factors: Quota Exhaustion of MRF-Recognized HK Funds, disqualification of fund trade in mainland China, mainland China investors' subscription exceeding 50% of the net value of the overall fund assets, uncertainty of MRF-Recognized HK Funds mechanism and relevant policy, differences of fund market between mainland China and Hong Kong, tax influence, FX rates fluctuation, beyond the extent of compensation subject to Hong Kong investors, specific arrangement of the holders, potential differences of understanding between the English version and Chinese version of the relevant documents, uncertainty in enforcement of judgement and etc. Investors should be fully aware of risks in MRF-Recognized HK Funds.