The Bank of East Asia

Wealth Management

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 medium-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, Alternative Investment Funds, Futures Funds, Commodity Funds, and Balanced Funds.

We offer a wide range of funds in cooperation with numerous partners including:

  1. abrdn Hong Kong Limited
  2. AllianceBernstein Hong Kong Limited
  3. Allianz Global Investors Asia Pacific Limited
  4. Amundi Hong Kong Limited
  5. Baring Asset Management (Asia) Limited
  6. BEA Union Investment Management Limited
  7. BlackRock Asset Management North Asia Limited
  8. BNP Paribas Asset Management Asia Limited
  9. BOCHK Asset Management Limited
  10. CCB International Asset Management Limited 
  11. China Asset Management (Hong Kong) Limited
  12. China Universal Asset Management (Hong Kong) Company Limited
  13. FIL Investment Management (Hong Kong) Limited
  14. First Sentier Investors (Hong Kong) Limited
  15. Franklin Templeton Investments (Asia) Limited
  16. GF Asset Management (Hong Kong) Limited
  17. Goldman Sachs Asset Management (Hong Kong) Limited
  18. Haitong International Asset Management (HK) Limited
  19. HFT Investment Management (HK) Limited
  20. Invesco Asset Management Asia Limited
  21. Ninety One Hong Kong Limited
  22. Janus Henderson Investors Hong Kong Limited
  23. J.P. Morgan Asset Management
  24. Man Investments (Hong Kong) Limited
  25. Manulife Asset Management (Hong Kong) Limited
  26. Pictet Asset Management (Hong Kong) Limited
  27. PIMCO Asia Limited
  28. Ping An of China Asset Management (Hong Kong) Company Limited
  29. Principal Asset Management Company (Asia) Limited
  30. Schroder Investment Management (Hong Kong) Limited
  31. UBS Asset Management (Hong Kong) Limited
  32. Value Partners Limited

The above asset management company list is subject to change from time to time. 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

FundWatch

Issued quarterly, our FundWatch newsletter provides insightful product and market information, and a selection of quality investment funds, 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 quarterly 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 comparison 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. To stay on top of the game, you need to keep yourself abreast of the latest market developments. The Cyberfund Centre is your ideal online search engine for information on hundreds of funds and the latest market news3. You can also access the comprehensive knowledge database, the Funds Knowledge Corner, to obtain more information on fund investment.

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:

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 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 but not limited to 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 may be subject to restrictions. If investors are in doubt, independent professional advice should be sought. This material has not been reviewed by the Securities and Futures Commission in Hong Kong.

Issuer of this material: The Bank of East Asia, Limited


1 Only existing designated BEA customers with a valid email address are entitled to this service.

2 Customers must be Cyberbanking account and securities account holders in order to fully access the Cyberfund Centre's services.

3 Only available to Cyberbanking account holders.

4 Fund switching is only allowed within the same fund house.