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Home > Wealth Management > Portfolio Management > BEA Union Investment Management Limited

BEA Union Investment Management Limited

BEA Union Investment Management Limited (previously known as East Asia Asset Management Company Limited) is jointly owned by The Bank of East Asia, Limited (the "Bank") and Union Asset Management Holding AG. Established in 1988, the Company provides its clients with a wide range of investment management services.  It has a long and distinguished history of managing funds for private and institutional clients, including charitable and educational funds, as well as retirement and endowment funds.


Scope of Services

*
 Discretionary Investment Management Services
 
*
 Management of Unit Trust
   
*  Provident Fund / Retirement Scheme Management

Disclaimer


DISCRETIONARY INVESTMENT MANAGEMENT SERVICES

Asset classes under our management include:

*
 Global Equities
 
*
 Global Bonds
 
*
 Structured Financial Products
   
*  Multi-asset Fund of Funds


MANAGEMENT OF UNIT TRUST

BEAUIM currently manages 4 umbrella funds, which are authorized by the SFC of Hong Kong.

(1) Bank of East Asia Investment Series

Bank of East Asia Investment Series is an umbrella unit trust established in Hong Kong.

List of Sub-Funds

* BEA Global Resources Fund
   
*
BEA Global Themes Fund 
   
* BEA Japan Growth Fund 


(2) Bank of East Asia Investment Series II

Bank of East Asia Investment Series II is an umbrella unit trust established in the British Virgin Islands.

*
BEA Equity & FX Markets Capital Guaranteed Coupon Fund


(3) BEA Capital Growth Fund

BEA Capital Growth Fund is an umbrella unit trust established in Hong Kong.

List of Investment Funds

*
BEA Asia Strategic Growth Fund
   
*
BEA Greater China Growth Fund
   
* BEA Hong Kong Growth Fund


(4) BEA Signature Portfolio Funds

BEA Signature Portfolio Funds is an umbrella fund established in the British Virgin Islands and authorized by the SFC in Hong Kong.

*
 BEA Signature Portfolio Funds


PROVIDENT FUND / RETIREMENT SCHEME MANAGEMENT

BEAUIM currently manages retirement schemes, which are approved by the MPFA of Hong Kong.

*
 BEA (MPF) Master Trust Scheme 
   
*  BEA (MPF) Industry Scheme 



Disclaimer :   

The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down, and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of buying and selling securities.

The above-mentioned information is prepared by BEA Union Investment Management Limited for information purposes only and we are not soliciting any action based upon it or giving any advice or recommedation. Its contents shall not be construed as an offer, invitation, advertisement, inducement, undertaking, warranty or representation of any kind or form whatsoever and BEA Union Investment Management Limited hereby expressly disclaims any liabilities arising from your use in relation thereto.

Whilst every effort has been made to ensure accuracy, neither BEA Union Investment Management Limited nor any of its Directors / Officers accept any responsibility whatsoever for the accuracy, completeness or timeliness of the information contained herein and the information is provided on "as is" basis. The information remains the property of BEA Union Investment Management Limited. All or any part of the information should not be copied, reproduced or distributed in whatever form or manner to any third parties without prior written consent of BEA Union Investment Management Limited.