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HSBC-Link China Equity Fund
Opportunities in abundance
China's potential as a market is as vast as the country itself. Its impressive GDP growth record is supported by an increasingly affluent market, expanding manufacturing base, and growing export sector.
Liquidity for your investment
Your money is not tied to any fixed term when you invest in this fund through our investment-linked policy. You can choose to withdraw your investment at any time*.
Capital protection upon death
In the event of death, your loved ones will receive a minimum death benefit regardless of the value of the fund. This benefit is not embedded within the fund but is provided for when you select any of our investment-linked plans.
Free fund switches
You can have unlimited switches between funds. This is to ensure your portfolio objective is aligned with your investment objective, which may change along the way.
Tax free returns
Under the current Singapore tax laws, proceeds of a personal life insurance policy are not subjected to income tax.
Act now
Tap into China's growing economy today!
Start your investment with as little as S$10,000 lump sum or a minimum of S$100 monthly premium. Invest in HSBC-Link China Equity Fund using cash, or funds from your CPF Investment Scheme-Ordinary Account (CPFIS-OA) or Supplementary Retirement Scheme (SRS).
Call us on (65) 6225 6111 for more information!
How it works
| Fund details | |
| Investment Objective The investment objective of the HSBC-Link China Equity Fund is to provide capital growth primarily through investment in equity and equity related securities of companies which are headquartered in and/or listed in or have a substantial business exposure to the People's Republic of China.# The investment objective is achieved through investments in the Underlying Sub-Fund, Schroder China Opportunities Fund which will invest substantially into the Schroder ISF China Opportunities. |
|
| Launched By | HSBC Insurance (Singapore) Pte. Limited |
| Launched On | 13 November 2003 |
| Fund manager | Schroder Investment Management (Singapore) Ltd# |
| Benchmark | MSCI TR China Gross+ |
| Currency Base | Singapore Dollar |
| CPF Risk Rating | Higher risk/ Narrowly focused (Country - Greater China) |
| Investment-Linked Plans Available |
• Growth Cultivator • Growth Manager • Life Manager Plus • Asset Manager II |
| Fund Valuation | Daily (except weekends and public holidays) |
| Prices Published In |
•The Straits Times •The Business Times •Latest Fund Prices |
| Unit Allocation / Surrender Pricing Basis | "Next Determined" Unit Price |
| Fund Switch | Unlimited free switches between non-Takaful investment-linked policy funds. |
| Charges | |
| Bid / Offer Spread^ | 5% |
| Management Fee (p.a) | 1.5% |
Note:
* Full or partial withdrawal can be made provided there is enough cash value in your investment-linked policy plan at the time of surrender. Your surrender value will be based on the next determined bid price of the fund. An early termination of the policy will usually involve high costs and the surrender value payable may be less than total premium paid.
# Prior to 1 March 2011, the Fund Managers are HSBC Global Asset Management (Singapore) Limited, while the Underlying Sub-Fund is HSBC Global Investment Funds - Chinese Equity.
+ Prior to 1 March 2011, the benchmark of the Fund was MSCI China 10/40 Capped Net Index.
^ For all Single Premium (Asset Manager series) and Recurring Single Premium (Accumulation Manager) investment-linked insurance products, bonus units of 2.11% will be given. Net sales charge of 3% applies.
Important notes
Investor should note that there is no guarantee on the capital and
returns. The actual returns depend on the actual performance of the
underlying investments.
The past performance of the fund manager is not necessarily indicative
of its future performance.
Investor should read the latest fund fact sheet, fund manager's report,
fund summaries, product highlights sheets and product summary on investment-linked
plans for details before deciding to invest.
This information is subject to change.
This information is not to be regarded as an invitation or recommendation
by us to buy the fund. You should seek advice from a qualified adviser.
