Discover and invest in unit trusts (or funds)
It doesn't matter if you want to invest in a low-risk fund, be more adventurous in your outlook, or look to build a portfolio to meet your financial goals – there's a unit trust out there for you. Explore our extensive range of carefully selected unit trusts to suit different risk profiles.
Unit Trust Offers
Score investment returns of 8% p.a. for 1 month
From 1 May to 30 June 2024, eligible customers who successfully meet all requisite criteria during the Promotional Period can score investment returns of 8% p.a. for 1 month^
Here’s how:
- Invest in any eligible money market fund and hold for at least 30 days
- Only the first SGD50,000 (or foreign currency equivalent) invested on your first trade will be eligible for total investment returns of 8% p.a. for 1 month^
Open an investment account and start your investment journey with us.
^Total investment returns of 8% p.a. for 1 month is the aggregate of the prevailing yield of the relevant money market fund and any applicable cash reimbursement by HSBC. T&Cs apply.
Digital Investment Account opening
Get SGD50* when you open digital investment account with us and make 1 trade.
Save and Invest
Reap the benefits of diversification and professional management at a lower starting capital with Unit Trusts.
From 1 January to 31 December 2024, enjoy a discounted 0.85% sales charge1 on lump sum investment and initial contribution on Regular Savings Plan (RSP) in Unit Trusts purchased via HSBC's Online Unit Trust platform. Terms and conditions apply.
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Existing HSBC Customer
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Open an award-winning Investment account through online banking.
Existing Investor?
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Schroder ISF Dynamic Income
Invest in Schroder ISF Dynamic Income and gain access to diverse sources of income. Exclusively distributed by HSBC from 15 Jan 2024 to 14 July 2024.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Explore HSBC AM’s Barbell Strategy
Explore a barbell strategy with HSBC GIF Ultra Short Duration Bond Fund and HSBC GIF Global Lower Carbon Bond Fund, to help manage potential short term rates volatility without sacrificing yield.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Find out more about possible investment risks.
Benefits of unit trusts
Unit trusts offer several key benefits:
- Diversification in one investmentA unit trust fund invests in a diverse portfolio of investments. This helps to diversify your risk better than investing in a single security.
- Liquidity and no lock-in periodYou can buy and sell unit trusts on any dealing day with ease - online or through your Relationship Manager.
- Low costs and investment commitment to access a basket of securitiesUnit trusts let you access a portfolio of investments from as low as SGD1,000 - a more cost efficient option than building the portfolio yourself.
- Access to different markets and investment instrumentsGain exposure to countries/regions, sectors and investments that are not easily accessible as an individual.
- Professional managementLet the experts work for you - your investments are managed by investment professionals who spend their careers researching and managing investments.
Learn more about unit trusts
Know more about Unit Trust Investments
Grow your wealth with the HSBC Singapore app
With just a single log in, you can open a Unit Trust investment account, explore, review and shortlist from more than 100 unique funds across risks profiles, including ESG funds. Your investment journey doesn't stop there, you can buy Unit Trusts via a Lump Sum or Regular Savings Plan, or sell your holdings, depending on your investment needs and strategies. Do all these at your fingertips, 24/7. Learn more about the new features here:
Here's how to invest in unit trusts using the HSBC Singapore app
Don't have the HSBC Singapore app? Download it now!
Things to know
Frequently asked questions
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Footnote
1 Terms and conditions: Discounted 0.85% Sales Charge