New Capital Investment Entrant Scheme^
Let us help with your investment ambitionsIn a fast-evolving investment landscape, our clients need active asset managers with expertise across the investment spectrum to provide them with innovative investment solutions.
Leveraging our solid global investment experience and over 30 years of offering investment services in Mainland China, we have participated in various cross-border investment schemes between Mainland China and Hong Kong over the past decade. In response to market changes, we have significantly increased our range of fund products that comply with the Capital Investment Entrant Scheme (CIES), with an aim to provide investors with more high-quality and diverse investment opportunities. Our range of funds is extensive, covering global to specific markets, and includes multi-asset, equity, bond, and money market funds.
Diverse Investment capabilities
Schroders has a history spanning over 200 years, and we possess a deep understanding of global financial markets. We keep pace with the times, continually innovating and capturing opportunities for investors.
Unleashing the power of active management in a changing world
Equities are a popular investment type, but the world is being shaped by a host of new forces, making an active management approach crucial for generating returns. Our unique data analysis informs investment decisions, combined with our sustainability research and impact measurement tools, and helps us to identify companies with unrecognised or undervalued return potential.
Mastering the complexities of fixed income
Bonds are perceived as being lower risk, but fixed income strategies need specialist knowledge to shine. Our global platform gives us a 360-degree view of what is influencing financial markets, government bonds, currencies and companies.
Optimising potential returns with multi-asset investing
Navigating through market noise to capture investment opportunities demands substantial resources, and multi-asset investing is key to responding to the rapidly changing investment landscape. Our flexible and strategic approach enables exposure to various asset classes such as equities, bonds, and alternative investments. Fund managers adjust the weightings of these asset classes according to market conditions, whilst striving to mitigate risk and achieve optimal potential returns amid market volatility. With over 75 years of experience in multi-asset investments, our award-winning investment team comprises 680 professional investment experts*.
Recognition for investment expertise
Schroder Investment Management (Hong Kong) Limited
LSEG Lipper Fund Awards Hong Kong 2024**
- Best Group - Mixed Assets
Fund Selector Asia Awards Hong Kong 2023***
- Multi-Asset House of the Year
List of eligible funds under the New Capital Investment Entrant Scheme
Schroder International Selection Fund is referred to as Schroder ISF.
^ The New Capital Investment Entrant Scheme is referred to as New CIES. As announced by the Hong Kong SAR Government, the New CIES has been launched with effect from 1 March 2024 to further enrich the talent pool and attract more new capital to Hong Kong. For further details, please visit the New CIES website hosted by Invest Hong Kong and/or check with your financial intermediary for details.
The list of eligible funds above refers to the SFC-authorised funds managed by corporations licensed by or institutions registered with the SFC for Type 9 regulated activity.
*Source: Schroders, as at June 2024.
**LSEG Lipper Fund Awards Hong Kong 2024 (performance as of 31 December 2023).
***Fund Selector Asia Awards Hong Kong 2023 - Multi-Asset House of the Year (performance as of 5 November 2021 - 4 November 2022)