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HSBC-Link Japan Equity Fund
Tap into the potential of Japan's economy
Opportunities in abundance
Japan's recent years of economic reforms and corporate restructuring have resulted in cost savings and a stronger focus on better corporate performance.
With HSBC-Link Japan Equity Fund, you can now tap into the growing opportunities in Japan.
Fund with an outstanding track record
HSBC-Link Japan Equity Fund is an equity investment-linked fund that feeds into Schroder Japanese Equity Fund, which is managed by Schroder Investment Management (Singapore) Ltd.
Rely on Schroders' expertise
Schroders draws on its impressive network of in-house research, where local knowledge is complemented by the global expertise of Schroders worldwide analyst network.
Benefits at a glance
Liquidity for your investment
You can have the flexibility of withdrawing your investment at any time in the event that you need cash*.
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 enjoy unlimited switches between funds. This allows your portfolio objectives to be aligned with your investment objectives that may change over time.
Tax-free returns
Under the current Singapore tax laws, returns from HSBC-Link Japan Equity Fund are not subject to income tax.
Act now
Tap into the potential of Europe today!
You can start your investment from as low as S$100 per month or a S$10,000 lump sum using cash or the Supplementary Retirement Scheme (SRS).
Call us on (65) 6225 6111 for more information!
How it works
| Fund details | |
| Investment Objective The objective of HSBC-Link Japan Equity Fund is to provide capital growth primarily through investment in equity securities of Japanese companies. Fund investments are made by way of a feeder fund, which invests substantially, or all its assets in the Schroder Japanese Equity Fund, which is managed by Schroder Investment Management (Singapore) Ltd. |
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| Launched By | HSBC Insurance (Singapore) Pte. Limited |
| Launched On | 14 October 2005 |
| Launched Price | S$1.00 per unit |
| Benchmark | TSE First Section Index (TOPIX) (S$) |
| Investment Manager | Schroder Investment Management (Singapore) Ltd. |
| Currency Base | Singapore Dollar |
| Investment-Linked Plans Available | This investment-linked fund can be invested though our investment-linked plans: • Growth Cultivator • Growth Manager • Life Manager Plus • Asset Manager II |
| Source of funds | Single premium and recurring single premium plans: Cash, SRS Regular premium plan: Cash only |
| Fund Valuation | Daily (except weekends and public holidays) |
| Fund price listing |
•The Straits Times •The Business Times •Latest Fund Prices |
| Unit Allocation / Surrender Pricing Basis | "Next Determined" Unit Price |
| Fund Switch | Unlimited free switches between investment-linked policy funds |
| Charges (Wakalah fees) | |
| Bid / Offer Spread+ | 5% |
| Management Fee (p.a) | 1.25% |
Note:
* Full or partial withdrawal can be made provided there is enough cash value in your investment-linked policy at the time of surrender. Your surrender value will be based on the next determined bid price of the fund. Buying a life insurance policy is a long-term commitment. An early termination of the policy will usually involve high costs and the surrender value payable may be less than total premiums paid.
+ For all Single Premium (Asset Manager series) and Recurring Single Premium (Accumulation Manager) investment-linked plans, 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 summary 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.
