Mutual Funds

Flexible investment services

Among the myriad investment tools in the marketplace, mutual funds are the most suitable for the majority of investors. Mutual funds can not only effectively diversify risk, but also generate a certain level of return. HSBC not only distributes open-ended funds issued by Taiwanese investment trust companies, but also offers a list of over 200 offshore funds.

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Offshore Funds

Funds issued by foreign asset management companies are called overseas funds. As the market capitalisation of the Taiwanese stock market is less than 2% of the world markets, if you invest only in Taiwanese equities, you will miss out on over 98% of investment opportunities. Compared with Taiwanese equities, offshore funds that invest in foreign securities present greater variety. HSBC selects reputable offshore funds to provide the best asset management tools to clients.

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Domestic Funds

Domestic funds are the funds registered in Taiwan to invest in investment tools approved by the competent authority of Taiwan. Both Taiwanese residents and foreigners with resident permits in Taiwan can purchase domestic funds. All domestic funds offered by HSBC are open-ended, so that investors can redeem at any business time.

Notes

• The information stated on this website in no way constitutes any invitation or solicitation to any clients to enter into any transactions.
• Payments made by investors to HSBC to invest in mutual funds are under “Trust” business. They are not deposits and therefore are not protected under the deposit insurance scheme of the Central Deposit Insurance Corporation. HSBC (as a Trustee) does not guarantee the management or performance of the Trust business. Investors should bear the investment risks, profits or losses.
• There are risks associated with investments, and it is possible for investors to suffer losses on their principal. Please refer to the fund prospectus for details. The prices and profits of the funds or shares may rise or fall. Past performance does not guarantee future performance. Investors are advised to carefully and independently (as opposed to relying on HSBC or its affiliates) evaluate whether any investments are suitable for themselves based on their risk appetite, investment experience, investment obejctives, financial standing and other factors (such as implications in law, taxation and accounting).

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