Top of main content

Local Unit Trust

We offer a range of Local Unit Trusts to meet your investment needs.The product is distributied by HSBC Bank (China).

Key benefits

  • Local Unit Trusts are carefully selected for you by HSBC to deliver strict risk management and steady investment return.
  • Enriched product portfolio covering stocks, funds and bonds.
Minimum Subscription Amount of Local Unit Trust
Initial Subscription Minimum Amount
CNY 10,000
Additional Subscription Minimum Amount
CNY 1,000
MIP Minimum Amount
CNY 100
Minimum Subscription Amount of Local Unit Trust

How to invest

HSBC Personal Internet Banking

You will need a Security Device or two-factor authentication to log on and apply

Sales/Trading Channel

Subscription, automatic investment plan, switch and redemption of Local Unit Trust can now be completed through HSBC China Mobile Banking, Personal Internet Banking and our branches nearby.

Scan QR code and download HSBC China Mobile Banking (Chinese only):

What HSBC offers

New window

You can also review your investment portfolio via HSBC Wealth Dashboard.

New window

Convenient access to review your fund performance via Morningstar Fund Express.

New window

We provide the latest market views and insights globally. 

Related information

The information provided is for reference only. Please refer to the detailed subscription pack, Morningstar Fund Express and our Important Notice(s). 

The investor's attitude towards risk should be equivalent or higher to the risk level of the Product for Distribution sold by the bank. Please refer to the fund contract Terms and Conditions for further details.

Frequently asked questions

  • The information shown in this website and the opinion expressed, does not constitute any contract value, and should not be regarded as any offer, solicitation or recommendation to conduct any investment, subscriptions or purchase of any products/ services. If you plan to make any purchase, please ask for relevant legal documents from the Bank. All rights and obligations relating to the product will be subject to the legal documents.
  • The funds mentioned on this page are issued and managed bythe third party product providers. Under no circumstances will HSBC China (as a sales agent of fund houses) be liable for the responsibilities of investment, redemption and risk management. 
  • The information shown in this website is not sufficient for investors to make investment decisions. Please refer to the offering documents of the respective funds for details, including related terms and conditions, eligibility, features and relevant risk factors. 
  • Funds are investment products. Investors should not invest in the product unless the product is suitable, taking into account your financial situation, risk tolerence, investment experience, investment objectives, investment needs and other necessary factors. Otherwise, you should not subscribe to/purchase this investment product.
  • Funds are not equivalent to deposits or bonds which can provide fixed return at maturity. Investors may enjoy a return or suffer loss based on the share value of a specific fund.
  • Investment involves risk. Past performance is no guide to future performance. The price of units or shares and the income from them may go down as well as up and any past performance figures shown are not indicative of future performance. Returns are not guaranteed.
  • In the worst case scenario, the value of the funds may be worth substantially less than the original amount you have invested (in the extreme scenario, the value of the funds may be worthless and investors may suffer loss of the original amount you have invested).