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Disclaimers

  • This webpage is for information only and does not constitute any offer, solicitation, recommendation, comment or any guarantee to the purchase or sale of any investment products or services. The investment products or services mentioned in this webpage are not equivalent to, nor should it be treated as a substitute for, time deposit.
  • Investment involves risk. The price of an investment fund unit may go up as well as down and the investment funds may become valueless. Part of your investment may not be able to liquidate immediately under certain market situation. Please refer to our Wealth Management Services Terms (including relevant risk disclosures) and relevant fund offering documents for more details of our services as well as the nature and risks of the relevant products.
  • The investment decision is yours but you should not invest in these product(s) nor services unless the intermediary who sells them to you has explained to you that these products are suitable for you having regard to your financial situation, investment experience and investment objectives.
  • Before making any investment decisions, you should consider your own financial situation, investment objectives and experiences, risk acceptance and ability to understand the nature and risks of the relevant product(s).
  • If you have any inquiries on the nature and risks involved in this webpage, relevant product(s) and services, trading or investment funds, etc, you should seek advice from independent financial adviser.
  • The information contained on this Website should not be construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction. If you are outside of Hong Kong, please inform yourself about and observe any relevant restrictions.
  • By proceeding with a purchase, you are representing and warranting that you are either resident in Hong Kong or the applicable laws and regulations of your jurisdiction allow you to access the information in this Website or our App and make the purchase.
  • This webpage is issued by Welab Bank Limited. The contents of this webpage have not been reviewed by the Securities and Futures Commission in Hong Kong.
  • In case of any discrepancy between the English and the Chinese versions of this webpage, the English version shall prevail.

Data Source:

Fund data, excluding product risk ratings and fund types, are provided by Morningstar Asia Limited. We do not accept responsibility for the accuracy of that information. Past performance is not indicative of future performance.

For each fund, returns are calculated in the fund’s class currency shown in the “Fund Currency” column, based on the fund’s NAV price on a NAV-to-NAV basis with any dividends reinvested. Morningstar Asia Limited includes dividends in the calculation only where the relevant dividend information was available at the time of calculation. Percentage returns are shown only for funds with an investment track record of at least six months as of the information capture date.

The Bank assigns each fund a Risk Level based on its internal assessment of various factors: 1 = Low Risk, 2 = Low to Medium Risk, 3 = Medium Risk, 4 = Medium to High Risk and 5 = High Risk. The Risk Level is provided for general information and reference only and does not constitute investment advice or a recommendation.