Mutual Funds

HSBC Direct now offers you a Monthly Investment Plan, which provides you with more flexible mutual fund investment services. You can now subscribe online 24 hours a day, enabling you to invest at any time!

The HSBC Global Research team provides various funds based on thorough qualitative and quantitative research. Our funds range from more aggressive single-country funds to more cautious balanced funds to satisfy all your needs for mutual fund investment. You can also choose suitable mutual funds according to the results of your personal risk-profiling questionnaire.

More than 400 funds to cover all your portfolio needs

The funds we offer cover most investment categories, ranging from more aggressive single country funds to more cautious balanced funds. HSBC Direct offers a comprehensive choice while making it easy for you to choose the right funds to meet your financial goals. Fund Category No. of Fund Bond Asia Pacific 2 Bond Global 11 Bond North America 4 Equity Asia Pacific 4 Equity Commodity & Energy 6 Equity Emerging Markets 10 Equity Europe 3 Equity Global 6 Equity Greater China 1 Equity Japan 3 Equity North America 2 Equity Single Country 9 Equity Taiwan 8 Mixed Asset Global 8 Mixed Asset Taiwan 2 Money Market Funds 2 Total 81   HSBC Direct mutual funds offer you a choice of bond funds, equity funds, single country funds and money market funds (excluding in MIP), so you can arrange your portfolio flexibly according to market trends in order to meet your investment goals, and low fees makes it easy to start investing.   HSBC Direct offers three filters for you to choose the fund you want to invest in: 1. Browse all funds　2. Browse by Risk Profile　 3. Most Browsed Funds

	Fund Express
	Fund Express aims to simplify your fund selection process. You can perform comprehensive fund analyses and comparisons in support of your investment decisions with a few clicks. Please login to "Manage My Account" to access Fund Express or subscribe for funds!

Customized risk profiling analysis helps you to choose suitable funds

Besides choosing targets, investing in mutual funds might also be different depending on holding time, your personal investment experience, investment amounts and affordable risks. HSBC Direct’s risk profiling analysis is divided into five levels: Secure, Cautious, Balanced, Adventurous and Speculative. Based on your risk profiling analysis, which reflects your overall attitude on investment risk, you can then choose a suitable portfolio.   You can also browse funds in HSBC Direct by your risk profile. If your risk profile is Balanced, you can then sort balanced funds in Browse Funds and choose suitable funds more quickly and more conveniently.

	It’s easy to allocate your funds flexibly between savings and investments.
	You can modify the proportion of savings deposit and investment amounts in a flexible manner according to your financial ability and market trend.   HSBC Direct offers savings interest consistently higher than market average in TWD savings accounts.   When subscribing to USD-denominated funds, you can choose to debit your HSBC Direct USD savings account to avoid foreign exchange losses. .

Achieving your investment goals easily and quickly by utilize adding sub-accounts feature.

You can utilize the functions of sub-accounts by which you can open at most 9 accounts based on your request under your TWD savings account. Besides, you can name the accounts according to your saving targets, such as down payment for new you can open a sub-account named "Mutual Fund Investment"to manage your own investment.   By using sub-account as debit account of your mutual fund, you can easily follow your investment status and evaluate target achievement.