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Fund Market

Hong Kong is widely recognized as a leading regional fund management centre in Asia with a large concentration of international fund managers. According to the SFC survey, around 68.5% of the investment funds (excluding REITs) were sourced from outside Hong Kong in 2015.

 

Hong Kong's fund management industry has developed a strong expertise of investing in Asia, in particular the Chinese mainland. Such expertise is vital to Hong Kong's appeal for attracting funds for management. According to the SFC survey, in 2015, 71.5% of the assets managed in Hong Kong were invested in the Asia-Pacific, amounting to HK$4,881 billion, with HK$3,427 billion in Hong Kong and the Chinese mainland, HK$420 billion in Japan and HK$1,034 billion in the rest of the Asia-Pacific respectively.

 

There is an increasing trend of mainland-related financial institutions establishing operations in Hong Kong. As of 2015, mainland-related groups of companies had established a total of 270 licensed corporations or registered institutions in Hong Kong, according to the SFC. The number of funds managed by these companies had risen from 253 in 2014 to 283 in 2015. In January 2017, 54 cross-border funds were approved under Mutual Recognition of Funds (MRF) scheme, which consisted of 6 Hong Kong funds and 48 Chinese mainland funds. In December 2016, the “Shenzhen-Hong Kong Stock Connect” was officially launched, providing an alternative route for Hong Kong fund management companies to invest in one of the mainland’s bourses.

 

As of end-2016, there were 2,779 SFC-authorized collective investment schemes, including 2,196-unit trusts and mutual funds, 300 investment-linked assurance schemes, 257 pension/MPF-related funds and 26 other investment schemes.

 

We can help you reap the benefit of fund market. Our experts can guide you on every front of the Fund Market. Past performance is no guide to future performance of the funds. We need to be well aware of the market trends. We will provide you with the detailed analysis of the key features and risks involved while investing in the funds. We will suggest you the best solution according to your requirement.

Money Market Fund

A money market fund is an investment whose objective is to earn interest for shareholders while maintaining a net asset value (NAV) of $1 per share. A money market fund’s portfolio is comprised of short-term, or less than one year, securities representing high-quality, liquid debt and monetary instruments. Investors can purchase shares of money market funds through mutual funds, brokerage firms and banks.

Mutual Fund
A mutual fund is an investment vehicle made up of a pool of moneys collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other assets. Mutual funds are operated by professional money managers, who allocate the fund's investments and attempt to produce capital gains and/or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

Investment Fund

Investment funds in various forms have been around for many years, the Massachusetts Investors Trust Fund is generally considered the first open-end mutual fund in the industry. The fund, investing in a mix of large-cap stocks, launched in 1924.
An investment fund is a supply of capital belonging to numerous investors used to collectively purchase securities while each investor retains ownership and control of his own shares. An investment fund provides a broader selection of investment opportunities, greater management expertise and lower investment fees than investors might be able to obtain on their own. Types of investment funds include mutual funds, exchange-traded funds, money market funds and hedge funds.

 

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