Optimal use of capital can help you for better return – Fubon Investment Fund Services provide you with professional recommendations and analyses, and thus opportunities of global investment for better wealth growth.

Product Features

Fund (also known as Unit Trust or Mutual Fund) is a collective investment scheme, in which resources from individual investors are pooled together and managed by professional fund managers. The accumulated resources will be invested across a broad range of investment instruments so that investors can enjoy a wide variety of investments and risk diversification to optimize their return potentials.

Diversified Features of “Fubon+” Investment Fund Service

“Fubon+” Investment Fund Service provides different kinds of functions such as “Fund Search”, “Fund Comparison” and “Watchlist”, and allows you to screen and review your investment funds at anytime and anywhere. Moreover, it provides in-depth analysis on fund performance, product risks and other funds related information.

Apart from reviewing fund information, you can also conduct various fund transactions, including subscription, switching and redemption through the service.

“Fubon+” Investment Fund Service allows you to review and monitor investment portfolio, provides one-stop services such as transaction enquiry and dividend distribution records.

We offer the subscription fee of 1.5% to customers who subscribe funds via “Fubon+” Investment Fund Service. The subscription fee may be varied due to the promotion campaign launched by the Bank from time to time. For promotion details, please refer to our Bank’s website or contact our Bank staff for enquiry.

Minimum subscription amount of Investment Fund is HK$1,000

Minimum subscription amount for Investment Fund is HK$1,000 or equivalent.

Variety of Funds to Fulfill Diverse Goals

We offer funds including traditional and alternative investment funds, which are managed by a number of renowned international fund houses. We always highlight for customers different select Funds closely in line with the prevailing market dynamics and conditions. To match your own investment goal, simply make use of our services to choose the select unit trusts of various fund houses across both local and overseas markets.

Reliable and Professional Management

Funds are all managed by professional fund managers who have extensive experience in managing investment portfolios, making objective judgements and formulating appropriate investment strategies with respect to the ever-changing markets. All serve to make use of your capital to optimize your investment returns.

Risk Diversification

Through investment in funds, your capital can be spread across a broad range of equity, bonds and currency markets, which helps to reduce the investment risks for better potential returns.

Objective Evaluation with Detail Analysis

Being independent of the relevant fund houses, we are in a better position to provide you with an objective opinion and analysis. We also perform risk assessment for each customer, and evaluate fund performances objectively on a regular basis to help you collect accurate information for review and to build the most suitable investment portfolio for you.

Hassle-free to Invest

Simply open an investment account with Fubon Bank and start enjoying our simple and convenient Investment Fund Services. All transaction records, together with account balance and performance will be listed clearly on the monthly statement, which enables you to always have a comprehensive picture of your investments on hand.

Start Your Wealth Growth Now

For details, please visit any Fubon Bank branch or call our Customer Service Hotline at 2566 8181 (Press 3 after language selection) during office hours^*.

^* Monday to Friday: 9am to 7pm; Saturday: 9am to 1pm (Except Public Holidays).

Note: The above information is for reference only and does not constitute any offer or solicitation to subscribe or redeem. Investment involves risk. The past performance figures shown are not indicative of future performance. Unit prices may go down as well as up. Investors should refer to relevant Investment Fund offering documents for detailed information prior to any Investment Fund subscription. If you are in any doubt about the contents of offering document, you should seek independent legal and financial advice.