Why are “Income Generator” Thematic Fund more advantageous in the current investment environment? 📈
- “Income Generator” Thematic Fund allow investors to achieve diversification with a single fund product. The fund will flexibly adjust its portfolio based on market changes, aiming to capture market opportunities in the short term and find steady and sustainable passive income in the long run.
- Income funds are managed by professional teams who monitor stocks, bonds, and other assets, adjusting asset allocation based on market conditions. They're suitable for clients who want to simplify the investment process.
- Income funds consist of a series of stocks or bonds, and aim to distribute dividends periodically (potentially from the fund's net asset value) providing investors with a more diversified asset base, reducing the impact of poor performance in a single holding on the overall investment portfolio, thus diversifying risk.
- Income funds aim to provide regular dividend payouts.^
Specific Strategies and Considerations for “Income Generator” Thematic Fund 🔍
When choosing a “Income Generator” themed fund, consider the followings:- Asset Allocation Ratio: Understand the fund’s allocation between stocks and bonds. More conservative investors can choose funds with a higher bond allocation, while those seeking higher returns can choose funds with a higher stock allocation. You can also further consider the credit rating of the bonds held by the fund. Generally, bonds with higher credit ratings represent issuers with stronger repayment abilities and lower relative risk. Government bonds (such as Treasury bills) are typically less risky than bonds issued by financial institutions and are suitable for investors seeking stable returns.
- Fund Fees: Consider management fees, custody fees, etc., as these fees #will affect your net returns.
- Fund Holdings: Analyze the fund’s major holdings to understand its investment strategy and risk.
- Fund Performance: Refer to the fund’s past performance, but remember that past performance is not indicative of future results.
- Fund Manager Experience: Understand the fund manager’s qualifications and investment style.
More FundSummary:In a volatile market, “Income Generator” Thematic Fund can help you generate stable income, especially for clients seeking a steady cash flow. 🎯Open an account now, to grow your wealth.
Download Now | WeLab Bank#Fee types vary depending on the individual fund. *”Income Generator” Thematic Fund are ranked by one-year return performance, listing all "Income Generator" themed funds (USD share class) represented by WeLab Bank. ISIN, fund return performance and other data are provided by Morningstar Asia Limited, data as of August 31, 2025. We are not responsible for or endorse the accuracy of the data. Investment involves risk. Past performance is not indicative of future results. The information is for general reference only and does not constitute any solicitation, recommendation or advice.^Past performance is not indicative of future results. Dividend rates are not guaranteed, and dividends may be paid from capital.Important Disclaimer:This webpage is for reference only and does not constitute an offer, solicitation, advice, opinion, or any guarantee to anyone to buy, subscribe or trade any investment product or service. Investment products or services are not the same as, nor should they be considered a substitute for, fixed deposits.Investment involves risk, fund prices can go up or down, and may even become worthless. Some investments may not be immediately realizable based on market conditions. Please read our financial service terms and conditions (including risk disclosure), and related fund sales documents to understand our financial services and more information about the funds, including their risk factors.Investment decisions are made by you independently, but you should not invest in the products or services mentioned on this webpage unless an intermediary has explained to you, after considering your financial situation, investment experience and objectives, that the relevant products or services are suitable for you.Before making any investment decisions, you must assess your own financial situation, investment goals and experience, willingness and ability to take risks, and understand the nature and risks of the product.If you have any questions about the products or services mentioned on this webpage, trading or the nature and risks of the funds, you should seek independent financial advice.Any content on this webpage should not be construed as a distribution, offer for sale or solicitation to purchase any securities or investment products in any jurisdiction, where such acts would be illegal under the laws of that jurisdiction.If you are outside of Hong Kong, please understand and comply with any relevant restrictions. Continuing to purchase means you represent and warrant that you are a Hong Kong resident, or that the applicable law or regulations in your jurisdiction permit you to access the information on this website or our application and make a purchase.This webpage is published by WeLab Bank and has not been reviewed by the Securities and Futures Commission.This Chinese webpage is a translation of the English version. In the event of any conflict or inconsistency between the Chinese and English versions, the English version shall prevail.