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Fund Name | Share Class Available | Investment Objective |
---|---|---|
Hong Kong Dollar Bond* | A Acc - HKD A Dis - HKD |
The fund aims to provide capital growth and income in excess of 50% 3 month HIBOR + 50% iBoxx ALBI Hong Kong index after fees have been deducted over a three to five year period by investing in fixed and floating rate securities denominated in HKD. |
Hong Kong Equity* | A Acc - HKD A Acc - USD |
The fund aims to provide capital growth in excess of the FTSE Hong Kong (Net TR) index after fees have been deducted over a three to five year period by investing in equity and equity related securities of companies listed on the Hong Kong Stock Exchange.~ |
The funds are managed by Schroders’ top-class investment teams, namely the Asian fixed income team and the Asian ex-Japan equities team. The teams have extensive investment experience. In particular, the Hong Kong Dollar Bond fund manager has over 21 years of investment experience and the Hong Kong Equity fund manager has over 27 years of investment experience.
Data as at end Dec 2019.
The Asian fixed income team consists of 17 investment professionals while the Asian ex-Japan equities team has 40. The teams can also leverage on Schroders’ resources of over 500 portfolio managers and analysts in the world for research and insights.
Data as at end Dec 2019.
The teams have consistently won awards from renowned organizations, including Lipper Fund Awards and Morningstar Fund Awards, for the superior performance in managing Asian fixed income and Asian equities mandates.
^ Capital Investment Entrant Scheme is referred to as CIES. The CIES has been suspended with effect from 15 January 2015 until further notice. Please visit the HKSAR Immigration Department website and/or check with your Financial Intermediary for details.
* The funds are under the Schroder International Selection Fund. Investment involves risks. Past performance is not indicative of future performance. Please refer to the relevant offering documents for further fund details including risks factors.
~ Effective on 1 May 2021, the investment objective has been changed from “investing in equity and equity related securities of Hong Kong SAR companies” to “investing in equity and equity related securities of companies listed on the Hong Kong Stock Exchange”. FTSE International Limited ("FTSE") © FTSE (2021)." FTSE®"is a trade mark of London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited under licence. All rights in the FTSE indices and / or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and / or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE's express written consent.
The investments mentioned in this website may not be suitable to all investors. The information contained in this website is provided for reference only and does not constitute any investment advice. Investors are advised to seek independent advice before making any investment decision.
Investment involves risk. Past performance is not indicative of future performance. You should remember that the value of investments can go down as well as up and is not guaranteed. You may not get back the full amount invested. Please refer to the relevant offering document including the risk factors.
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The fund invests primarily in fixed and floating rate securities denominated in HKD.
The fund invests primarily in equity and equity related securities of companies listed on the Hong Kong Stock Exchange.
You should not make any investment decision solely based on this document. Please read the relevant offering document carefully for further fund details including risk factors.
Schroder Investment Management (Hong Kong) Limited is regulated by the Securities and Futures Commission ("SFC") in Hong Kong. This website is intended for Hong Kong residents only. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before proceeding to access the information contained herein.
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