The benefits of investing in unit trusts:

• Market Access

  You can invest in global financial markets through a single investment without having to know about the individual markets in detail.

• Diversification

  An equity unit trust typically invests in the shares of a number of different companies, thus even a small investment offers you exposure to a wide range of companies and reduces the volatility or risk that comes with buying the shares of just one or two companies.

• Active Management

  When you invest in a unit trust, a full-time professional fund manager actively manages your money. You may not have the time or the desire to monitor your investments closely, but with a unit trust, a professional will be watching over them for you.

• Low Minimum Investment

  The minimum investment amount is low. The amount varies from fund to fund and is mainly in the range of USD 1,000 - USD 5,000. For details, please refer to the fund factsheet.

The benefits of investing in unit trusts using KGI FundSMART:

With your single KGI Trading Account, there are many key benefits to using FundSMART:

• Wide Range of Funds

  FundSMART allows you to invest in any one of more than 500 SFC-authorised unit trusts from reputable fund houses.

• Ease of Investment

  It is easy to buy and sell unit trusts. You can place an order through FundSMART or via our 24-hour InvestLine at (852) 2878-5555.

• Big Discounts

  KGI has negotiated special terms with the managers of all the funds we have on offer. You will receive a discount of at least 40% on the initial charge for all purchases, increasing to 80% for investments over HKD 500,000.