Access to Global Fund Manager Leaders
Our regular premium offshore savings plans allow you access to some of the worlds most reputable and best performing fund managers including:

HSBC, Barclays, JP Morgan, Merrill Lynch, Generali, Investec, Morgan Stanley, Baring Asset Management, Lloyds, Thames River , Franklin Templeton, Fidelity and New Star.

Wide Range of Plans
You can have access to a wide range of funds with different investment objectives and risk profiles. With offshore savings plans this is usually done through direct investment or investments in mirror funds allowing you to select a fund portfolio that meets your individual requirements and risk profile including:

HSBC GIF Chinese Equity, JF India Trust, Fidelity Korea Fund, Invesco GT Technology Fund, Fidelity Japan Smaller Companies Fund, Morgan Stanley US Property Fund, Generali International Fund of Funds, Investec Absolute Return Fund, Thames River Warrior Fund, Templeton Emerging Markets Bond Fund, HSBC Merger Arbitrage Offshore Fund, New Star UK Dynamic Fund, Baring North America Fund, Barclays International Equity Fund, Lazard GA Sterling Global High Quality Bond Fund, Lloyds TSB Money Fund.

These funds generally have a high minimum investment amount and also some are closed to new investors. However, the majority of the funds we offer can be entered at discounted rates. We enter the fund with an institutional discount which we pass on to you, allowing you to invest in a particular fund, or funds, with a smaller investment amount and much more cost effectively.

There is always an element of risk when investing in unit-linked savings plans. Click here to read about the risks involved or click here for further information on regulations

If you are interested in getting personalised recommendations from our Hong Kong wealth management team then please contact us or to see our products click here.



International Health Insurance - Globalsurance

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