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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 wide range of funds in cooperation with numerous partners including:
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Aberdeen International Fund Managers Limited |
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AllianceBernstein Hong Kong Limited |
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Allianz Global Investors Hong Kong Limited |
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Amundi Hong Kong Limited |
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(previously known as Crˆmdit Agricole Asset Management Hong Kong) |
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Baring Asset Management ( Asia ) Limited |
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BEA Union Investment Management Limited |
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BlackRock (Hong Kong) Limited |
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FIL Investment Management (Hong Kong) Limited |
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First State Investments (Hong Kong) Limited |
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Franklin Templeton Investments (Asia) Limited |
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Henderson Global Investors (Hong Kong) Limited |
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Invesco Asset Management Asia Limited |
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Investec Asset Management Asia Limited |
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J.P. Morgan Asset Management |
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Lyxor Asset Management |
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Man Investments |
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Manulife Asset Management (Hong Kong) Limited |
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Principal Global Investors (Asia) Limited |
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Schroder Investment Management (Hong Kong) Limited |
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SG Asset Management (Hong Kong) Limited |
For a complete list of our partners or more information, please visit any BEA branch or call our enquiry hotline on (852) 2211 1311.
Simplify Your Investment Decision
Selected Funds
Realising that you may require some professional guidance, BEA shortlists a number of opportunities as "selected funds" from time to time by performing ongoing extensive due diligence and quantitative screening. Selected funds are chosen 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 quality investment funds, and details of the latest promotional offers, giving you the foresight to identify every investment opportunity.
Market E-digest
Facing an ever-changing market environment, you need the most up-to-date information to help you make wise investment decisions. Our bi-monthly e-newsletter, Market E-digest1, 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 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.
Act now and begin growing your wealth through investment funds today!
For an assessment of your investment needs, please visit any BEA branch. Our investment professionals would be happy to help you develop a strategy that is right for you in line with your investment goals.
To help you manage your investments, we will provide you with:
 contract notes detailing your transactions whenever you subscribe, switch4, or redeem units;
monthly statements with details on every transaction and the market value of your portfolio; and
the latest prices for unit trusts available through the Cyberfund Centre.
Important Notice
Investment involves risks. The price of units may go down as well as up as the investments of a fund are subject to the market fluctuations and the risks inherent in investments. Past performance is not indicative of future performance. Investors should not make an investment decision based solely on this marketing material.
Investment in emerging markets involves above-average investment risks, for instance, possible fluctuations in foreign exchange rates, political and economic uncertainties. It is possible that investors may lose some or the entire amount they have invested in the funds.
Before making any investment, investors should refer to all relevant investment funds' offering documents, including the Explanatory Memorandum, for detailed information including the risk factors.
The investment decision is yours but you should not invest in the investment funds unless the intermediary who sells it to you has explained to you that the investment funds are suitable for you having regard to your financial situation, investment experience and investment objectives.
The funds may not be available in all jurisdictions and/or may be subject to restrictions. If investors are in doubt, independent professional advice should be sought. This webpage has not been reviewed by the Securities and Futures Commission in Hong Kong.
Issuer of this webpage: The Bank of East Asia, Limited
Only existing designated BEA customers with a valid email address are entitled to this service.
Customers must be Cyberbanking account and securities account holders in order to fully access the Cyberfund Centre's services.
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