Financial Planning Services - Portfolio Management

Portfolio Management helps you to apply the diversification principle across a range of assets and your risk-return attitudes, and to construct strategies for maximizing return and minimizing risk.


	Input your investment allocation in HKD


	Deposits

	Bonds / Certificates of Deposit

	Structured Investment Products*

	Unit Trusts

	Securities

*Examples of Structured Investment Products are Deposit Plus, Equity Linked Investment, etc.

Disclaimer
Portfolio Management has been designed to be helpful financial planning tools but are not substitutes for professional financial advice. Individual specific needs or special situations cannot be incorporated into the design of these tools. You should not rely wholly on the results generated by these tools and if you are in any doubt as to your financial situation or needs you should seek professional financial advice. The funds or other investment products named in these tools are for information only and the reference to them does not constitute a recommendation, an offer or solicitation to buy or sell investments. Past performance figures shown are not indicative of future performance. Investment involves risk, the offering documents of the funds should be read for further details.