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BEA Unit Trusts Services
To help investors capture every investment opportunity, BEA provides an attractive universe of carefully selected investment fund products, which are offered through world-renowned asset management companies. BEA's services also include professional financial planning analysis, access to an extensive unit trust database, and the latest market news. Whether your financial planning involves a short-term goal or a quality retirement down the road, we at BEA promise to help you grasp the investment opportunities ahead.
Why Invest in Unit Trusts?
Risk Diversification
Investments are pooled together with other investors and spread across various types of securities with different risk levels to efficiently diversify both market and security-specific risks.
Access to Global Markets
Investment funds allow you to invest your wealth in both local and overseas markets at generally lower costs in order to maximise your potential returns.
Professional Management
Experienced fund managers closely monitor markets and access information to help you identify new investment opportunities and add value to your wealth.
Comprehensive Range of Quality Funds
BEA provides you with a broad selection of quality investment funds that are professionally managed by more than 20 renowned asset management companies. Catering to your unique investment needs, we offer a comprehensive pool of fund types including Equity Funds, Bond Funds, Money Market Funds, Multi-Manager Funds, Hedge Funds, Alternative Investment Funds, Futures Funds, Commodity Funds, and Balanced Funds.
We offer a comprehensive range of funds in cooperation with the following partners:
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1. |
Aberdeen International Fund Managers Limited |
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2. |
ABN AMRO Asset Management (Asia) Limited |
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3. |
Access Investment Management (Hong Kong) Limited |
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4. |
AllianceBernstein Hong Kong Limited |
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5. |
Allianz Global Investors Hong Kong Limited |
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6. |
Barclays Bank Plc |
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7. |
Baring Asset Management (Asia) Limited |
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BlackRock (Hong Kong) Limited |
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9. |
Credit Agricole Asset Management Hong Kong Limited |
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10. |
Deutsche Asset Management (Hong Kong) Limited |
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11. |
Fidelity Investments Management (Hong Kong) Limited |
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12. |
First State Investments (Hong Kong) Limited |
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13. |
Franklin Templeton Investments (Asia) Limited |
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14. |
Henderson Global Investors (Hong Kong) Limited |
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15. |
Invesco Asset Management Asia Limited |
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16. |
Investec Asset Management Asia Limited |
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17. |
Janus International (Asia) Limited |
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18. |
JF Funds Limited |
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19. |
Lyxor Asset Management |
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20. |
Man Investments |
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21. |
Manulife Asset Management (Hong Kong) Limited |
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22. |
MQ Portfolio Management Limited |
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23. |
Principal Global Investors (Asia) Limited |
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24. |
Schroder Investment Management (Hong Kong) Limited |
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25. |
SG Asset Management (Hong Kong) Limited |
Simplify Your Investment Decision
Recommendation of Funds
Realising that you may require some professional guidance, BEA shortlists a number of opportunities as "recommended funds" from time to time by performing ongoing extensive due diligence and quantitative screening. Recommended funds are selected based on a number of attributes including the investment skills of fund managers, relative performance among peers, efficiency of risk utilisation, and the ability to preserve capital during adverse market conditions.
FundWatch
Issued quarterly, our FundWatch newsletter provides insightful product and market information, a selection of recommended funds, and details of the latest promotional offers, giving you the foresight to identify every investment opportunity.
Market Overview
Facing an ever-changing market environment, you need the most up-to-date information to help you make wise investment decisions. Our monthly e-newsletter, Market Overview1, let you benefit from the insight of fund managers into some of the hottest topics in the market, making you a well-informed "insider".
Cyberfund Centre
To help you capture every investment opportunity, our interactive online fund trading platform, Cyberfund Centre, is ready to serve you. Simply visit the Cyberbanking2 website at www.hkbea-cyberbanking.com or BEA's homepage at www.hkbea.com and click the hyperlink to the Cyberfund Centre to gain access to an array of online fund investment services, including fund subscription2 , redemption2, and performance comparsion services3. In addition to making fund investments at the click of a mouse, you can check your fund investment portfolio and latest market value2 online anytime, anywhere.
WealthPlus - Your Financial Analysis Tool
Have you made plans to achieve your lifetime financial goals? Our sophisticated investment and financial analysis tool, WealthPlus, can help you achieve your goals in a systematic manner. An initial personal profiling session will enable you to assess your current financial status and medium-term objectives, and help you create a customized investment portfolio. Regular reviews will be performed to help ensure that your investments are in line with your goals and changing circumstances. WealthPlus sophisticated analysis tools can even simplify your life by helping you plan for your future retirement. For an assessment of your investment needs, please visit any BEA branch or contact a BEA marketing officer.
Act now and begin growing your wealth through investment funds today!
Disclaimer
Investors should be aware that the price of investments may go down as well as up, as they are subject to market fluctuations and to the risks inherent in all investments. Past performance is not indicative of future performance. The Bank of East Asia, Limited ("BEA") reserves the right to amend the content of the choice of investments without prior notice. BEA retains the right of final decision in any dispute.
Before making any investment, investors should refer to relevant investment fund offering documents, e.g. Explanatory Memorandum, for detailed information. The funds illustrated in this document may not be available in all jurisdictions subject to restrictions. If investors are in doubt, independent advice should be sought.
Only existing designated BEA customers with a valid email address are entitled to this service.
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