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Unit Trusts
Unit Trusts

Flexible & Low Investment Amount


Except lump sum amount investment, you may choose our Unit Trust Monthly Investment Plan:

You have the flexibility with the monthly investment amount as low as HK$1,000 based on your investment goals to start your saving plan after selecting the suitable schemes.
By investing regularly, you may enjoy the benefits of "Dollar-Cost-Averaging Effect". You will buy more units at market lows and less units at market highs. In the long run, the “Dollar-Cost-Averaging Effect” averages out the unit cost and therefore reduces the effects of market fluctuation on your investment.

Simple payment method by Autopay via your savings or current account at OCBC Bank. You may also use your OCBC Credit (Hong Kong) Limited Card# for monthly payment to enjoy up to 54 days' interest free period.

You will receive monthly statement detailing every transaction and market value of your portfolio so that you can monitor the portfolio performance easily.
  Start your investment planning today! Please visit any OCBC Bank branches with investment corner for enquiries or fund subscription. Moreover, you may subscribe a Unit Trust or set up a Unit Trust Monthly Investment Plan via internet banking through Personal eBanking.
# If the monthly investment is settled by credit card, such amount will not entitle any rewards under "Cash Rebate" and "OCBC Bank Mileage" Scheme.
This is an investment product and some may involve derivatives. The investment decision is yours but you should not invest in the unit trust unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives.
Risk Disclosure and Important Notice
The above information is for reference only. It does not constitute any offer, solicitation or recommendation of any investment product.
Investment involves risks, including the substantial loss of the principal amount invested. Unit Trust is not equivalent to time deposits. The prices of unit trust may move up or down, sometimes dramatically, and may become valueless. Past performance is not indicative to future performance. You should be aware of exchange rate risk if investing in the unit trusts which is not denominated in local currency funds. Investment in particular unit trusts (e.g. emerging markets fund, commodity funds, small cap company fund, high yield bond funds, etc) may involve higher risk. Investor should not invest solely based on this promotional material and you should read and consider the relevant offering documents before making any investment decision. You should also seriously consider if the investment in the relevant unit trusts is suitable for you in light of your own financial resources and position. Investment objectives, investment experience, risk profile and other relevant circumstances before making any investment decision.
If necessary, please obtain independent professional advice before making any investment decision.
This promotional material is published by OCBC Bank and has not been reviewed by the Securities and Futures Commission or any regulation authority in Hong Kong.



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