What is key in a tailor-made retirement plan?

Eyes on the future: autonomous vehicles

The development of autonomous cars creates new investment opportunities.

Eyes on the future: smart cities

Harnessing innovative digital and communications technologies for new economic growth opportunities.

Mapping out an income journey as the winds change

We share our ideas on how to navigate an income journey as market conditions change.

Investing for a changing world

We share our perspectives of sustainable investing in an overall portfolio.

Seeking diversification in a ‘prosperity pot’ to help drive income opportunities

Consider diversity across regions, assets and sectors in an income portfolio.

Seeking out income opportunities in dividend stocks amid uncertain times

Dividend stocks are back on investors’ radar as relatively attractive opportunities are emerging.

Where we see income opportunities as the Fed winds down stimulus

We share how we employ a flexible approach to tap into income opportunities.

Exploring the role of corporate credit in a diversified portfolio

Income investors like us have stayed the course as market conditions evolve. Where do we see income opportunities?

Harnessing diversification in your monthly fund investing journey

Learn how diversification can help you stay invested in changing markets.

From diagnosis to investing: capturing medtech opportunities

The investing potential of the future world – medical technology

Taking cues from elite athlete training when investing for the long term

Long-term investing could be likened to day-to-day trainings of athletes. Learn how to stay invested in changing markets.

Capturing the potential of the future world as we live smarter in the city

The investing potential of the future world – smart cities

5 FAQs on long-term investing: staying invested

Consider the available investment options as you embark on your investing journey.

5 FAQs on long-term investing: starting out

Start an investment journey early and map out the financial goals.

Summer getaways & giveaways: 3 pointers on the long-term opportunities

Consider the long-term investing principles from the summer getaways and giveaways.

Retiring in Hong Kong: mind the expectation gap

For younger workers in Hong Kong, there appears to be a gap in expectations and reality on their funding needs for retirement.

Q&A: Don’t let your money retire before you

Make your money continue to work for you in retirement until you don’t need it any more.

Fund Listing

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Market Insights

Retirement Insights

Knowing the Basics

Getting Started

Age, target retirement date and risk tolerance

OUR FOCUS FUNDS

Asset Allocation

Asian Equity

Global Equity

Fixed Income