Mutual Funds / Unit Trusts - Investments

Mutual Funds / Unit Trusts

Mutual Funds may form the basis of an investor’s medium to long term investment strategy, enabling investors to gain the benefit of diversification across a range of asset classes. With the support of ANZ Private Portfolio Service, investors can select from a range of third party funds reviewed and analysed by ANZ Private Bank using in-house and external information sources.

A range of third party funds analysed by ANZ Private Bank’s dedicated Research and Technical Analysis team
Ability to construct a model portfolio of funds across asset classes which aligns to an investor’s risk profile and investment needs
Ability of investors to view their portfolio of mutual funds securely via the internet and track their performance.

Find out more about Mutual Funds.

The information shown in this website is not a recommendation, offer, or a solicitation for any investment product or service. You should carefully consider whether fund is appropriate for you in view of your personal circumstances. Investment involves risk. Investors should refer to the fund's explanatory memorandum or offering document for further details and risks involved. The price of funds may move up or down. Past performance is no guide to future performance. Losses may be incurred as well as profits made as a result of buying and selling funds.

Limits apply for investment products which may change from time to time.

Access to certain products may be restricted to "Professional Investors" as defined under the Securities and Futures Ordinance. We recommend you seek independent, professional advice or call us for more information.