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Unit trust investment

Grow your wealth through investments with our range of professionally managed unit trusts (or funds).

Invest in Unit Trust anytime and anywhere through HSBC Singapore App.

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

Q1 2024 Unit Trust Tiered Cashback Rebates

From 1 January to 31 March, enjoy up to 1.5% cashback on your eligible unit trust investments, capped at SGD 15,000 per Eligible Customer.

Qualifying period: 1 January 2024 to 31 March 2024
Minimum qualifying UT investment amount Qualifying cashback Minimum front-end load
Below SGD 250,000 0.75% 1.5%
SGD 250,000 - 500,000 1% 1.5%
Above SGD 500,000 1.5% 1.5%
Qualifying period: 1 January 2024 to 31 March 2024
Minimum qualifying UT investment amount Below SGD 250,000
Qualifying cashback 0.75%
Minimum front-end load 1.5%
Minimum qualifying UT investment amount SGD 250,000 - 500,000
Qualifying cashback 1%
Minimum front-end load 1.5%
Minimum qualifying UT investment amount Above SGD 500,000
Qualifying cashback 1.5%
Minimum front-end load 1.5%

Digital Investment Account opening

Get SGD50* when you open digital investment account with us and make 1 trade.

Terms and conditions apply

Save and Invest

Reap the benefits of diversification and professional management at a lower starting capital with Unit Trusts.

From 1 January to 31 March 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.

New to HSBC

Don't have an existing current/savings account?

Open Account> Tap wealth on HSBC SG App> Tap open Investment account

Existing HSBC Customer

Don't have an Unit Trust Investment account?

Open an award-winning Investment account through online banking.

Log on HSBC Singapore App> Tap Wealth > Tap open Investment account

Existing Investor?

Are you an existing savings and Unit Trust investment account holder?

Log on HSBC Singapore App> Tap Wealth > Tap Stocks

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.

HSBC GIF Ultra Short Duration Bond Fund

Access short-term capital growth and income* opportunities

This advertisement has not been reviewed by the Monetary Authority of Singapore.

*Short-term capital appreciation and income are components of short-term total return.

Find out more about possible investment risks.

Benefits of unit trusts

Unit trusts offer several key benefits:

  • Diversification in one investment
    A 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 period
    You 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 securities
    Unit 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 instruments
    Gain exposure to countries/regions, sectors and investments that are not easily accessible as an individual.
  • Professional management
    Let the experts work for you - your investments are managed by investment professionals who spend their careers researching and managing investments.

Lump Sum Investment

  • Make a one-time investment on a fund
  • Minimum SGD1,000 placement

Regular Savings Plan (RSP)

  • Make monthly regular smaller sized investments on a selected fund to reduce market volatility. This is known as dollar cost averaging.
  • From 1 January to 31 March 2024, enjoy a discounted 0.85% sales charge 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.
  • To invest in a Regular Savings Plan:

- Minimum first investment of SGD1,000

- Subsequent investment of as low as SGD100 per month

Know more about Unit Trust Investments

You need to have the following:

  • An active investment account with HSBC with Online Banking.
  • A valid settlement account in the denominated currency of the Fund you wish to invest into.
  • Valid Customer Knowledge Assessment (CKA) where you have assessed to have knowledge and experience in transacting UT.

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!

You don't need a fortune to start investing

It's not just for the rich. See how you can begin your journey today.

Things to know

Frequently asked questions

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Footnote

1 Terms and conditions: Discounted 0.85% Sales Charge

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