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Unit Trust

Opportunity to grow your wealth with our range of professionally managed funds across different sectors.

Important Risk Warning 

  • Unit Trusts are investment products and some may involve derivatives. The value of investments, unit prices and income distribution may go down or up, and the investor may not get back the original sum invested. Past performance of a fund should not be taken as indicative of its future performance. In a worst case scenario, the value of fund may worth substantially less than the original amount you have invested (and in an extreme case could be worth nothing).
  • The investment returns, repayment of capital and distribution payouts are not guaranteed. Investors and potential investors must not solely rely on the content in this website to make investment decisions. Investors are advised to read carefully and understand the contents of prospectus and consider the general risk factors associated with investing in unit trusts in addition to other specific risks uniquely associated with the fund. All the relevant risk factors are set out in the relevant prospectus for the fund.
  • Before you make any investment decision, you may wish to engage or speak to your relationship manager to understand more about any investment product. You are advised to carefully consider whether the investment product is suitable for you.
  • Unit Trusts are NOT protected by Perbadanan Insurans Deposit Malaysia (“PIDM”).

What are Unit Trusts?

Unit trusts pool the resources of investors into one large fund, which is then divided into shares, or ‘units’. Unit trusts are managed by professional fund managers and have varying levels of risk and return.

Whether you are making your first investment, or adding an investment to your portfolio, at HSBC you can choose from a range of funds to match your attitude to risk and investment goals

Why invest in Unit Trusts?

  • Spreading your risk
    Your investment is spread across a diverse portfolio.
  • Professional management
    Fund managers whose expertise is working for you.
  • Access to worldwide markets
    Your money can be invested in overseas markets.
  • Invest at your own pace
    Begin with a lump sum investment or progressively build your portfolio with monthly contribution.

Why is diversification important

  • Minimises the risk of loss
    To your overall investment portfolio by reducing potential volatility.
  • Allows you to explore more opportunities for return
    By spreading your investments to different asset classes.
  • Protects you against adverse market cycles
    And unexpected market crisis like what we have experienced with COVID-19.

Ways to invest in Unit Trusts

Unit Trusts enable investors to diversify their investments into different markets and investment instruments such as equities, bonds, securities, currencies and warrants/derivatives. If you would like to enjoy the benefit of diversification with unit trusts investment, you can invest a lump sum amount or set up a monthly investment plan.

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HSBC Bank Malaysia Berhad 198401015221 (127776-V).

The material has not been reviewed by the Securities Commission Malaysia (SC).

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