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Local Unit Trust (distributed by HSBC China)

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Local Unit Trust

A comprehensive range of steadily performing products covering equities, bonds and other asset classes. HSBC Fund Express helps you search fund:

  • Filter by fund name, asset class, fund house and risk rating
  • Easy access to fund details, performance and important product information
  • Compare multiple funds by features 
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Local Unit Trust trading platform

  • Trade through multiple channels, including Online Banking and Mobile Banking
  • Supports subscription, switching, redemption, regular investment plan set-up/change/termination and other transactions*
  • Check fund performance, annual returns and holdings any time

*The service time is from 3am to 9pm every day. At other times, you are temporarily unavailable due to system maintenance. Note that the above fund trading hours are still subject to specific business rules.

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View my investment portfolio

  • Log on to Online Banking and click "Wealth Dashboard" or check "My holdings" via Mobile Banking
  • Check the performance, annual returns and holdings of your investment products
  • Review your investment portfolio to ensure your assets are optimally allocated according to your wealth strategy

Investment assistant

Wealth Insights

 
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Read our take on the global markets to receive exclusive analysis and insights

One Sentence Builder (in Chinese only)

 
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Pick the product(s) you like among our suite of investment products, all in just a few simple steps

Investment Lecture Hall (in Chinese only)

 
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Go back to school our way to receive useful product information, and learn how you can manage your wealth online, without even leaving your home

Investment channels

You may subscribe, switch, redeem and enroll regular investment plan in the relevant Local Unit Trust (public funds) distributed by HSBC China via the HSBC China Mobile Banking App, through Online Banking, or at any of our branches.

If you're not an HSBC (China) customer, please make a consultation appointment online, or visit a branch in person.

Scan the QR code to download the HSBC China Mobile Banking App

HSBC China Mobile Banking App QR code

Make an appointment

Leave your contact details with us and we'll be in touch in 1-2 business days

Call us
400-820-3090  (8:30-17:30, Mon - Fri)

Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan  

More information

The information provided is for reference only. Please refer to the fund prospectus, Morningstar Fund Express and our Important Notice(s) for details. 

Fees and charges for Local Unit Trust 

Minimum subscription amount 

Eligibility criteria 

HSBC Fund Sales License 

Frequently asked questions 

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Risk Disclosure and Disclaimer 

  • The information shown in this website and the opinion expressed, does not constitute any contract value, and should not be regarded as any offer, solicitation or recommendation to conduct any investment, subscriptions or purchase of any products/ services. If you plan to make any purchase, please ask for relevant legal documents from the Bank. All rights and obligations relating to the product will be subject to the legal documents.
  • The funds mentioned on this page are issued and managed bythe third party product providers. Under no circumstances will HSBC China (as a sales agent of fund houses) be liable for the responsibilities of investment, redemption and risk management. 
  • The information shown in this website is not sufficient for investors to make investment decisions. Please refer to the offering documents of the respective funds for details, including related terms and conditions, eligibility, features and relevant risk factors. 
  • Funds are investment products. Investors should not invest in the product unless the product is suitable, taking into account your financial situation, risk tolerence, investment experience, investment objectives, investment needs and other necessary factors. Otherwise, you should not subscribe to/purchase this investment product.
  • Funds are not equivalent to deposits or bonds which can provide fixed return at maturity. Investors may enjoy a return or suffer loss based on the share value of a specific fund.
  • Investment involves risk. Past performance is no guide to future performance. The price of units or shares and the income from them may go down as well as up and any past performance figures shown are not indicative of future performance. Returns are not guaranteed.
  • In the worst case scenario, the value of the funds may be worth substantially less than the original amount you have invested (in the extreme scenario, the value of the funds may be worthless and investors may suffer loss of the original amount you have invested).