Benefits
- Different Choice of Investment Cycle
- Low Minimum Investment Amount
- Dollar Cost Averaging
Different Choice of Investment Cycle
Flexible investment frequency of once a week / every 2 weeks / once a month / every 2 months / every 3 months
Low Minimum Investment Amount
Minimum HK$1,000 or equivalent per investment cycle
Dollar Cost Averaging
Buy more units at market lows and fewer at market highs with the same investment amount, thus spread and reduce risk
For example: Mr Lee, Mr Chan and Ms Wong have joined the Investment Fund Savings Plan. Mr Lee is the youngest at sign-up, and will accumulate the most wealth by age 55.
| Age when starting the plan | Accumulated wealth at age 55 | |
|---|---|---|
| Mr. Lee |
25 |
HK$1,637,396 |
| Mr. Chan |
30 |
HK$1,176,242 |
| Ms. Wong |
35 |
HK$814,916 |
- Assume annual rate of return at 5%.
- Assume monthly investment amount at HK$2,000, paying at the beginning of each month.
- The above figures are for illustrative purpose only and are not indicative of actual returns to be achieved.
Features
Offering Account
Wealth Management Account only
Minimum Investment Amount
HK$1,000 or equivalent per investment cycle
Investment Frequency
Once a week, Every 2 weeks, Once a month, Every 2 months, Every 3 months
Date of Debit
Any calendar day except 29th, 30th & 31st of each month
Plan Set-up/Termination Channel
Via DBS Digibank HK app
Subscription Fee
1.5%
Few simple steps to set-up your Regular Fund Investment Plan via DBS digibank HK app:
Latest Promotion Offers
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Useful Links
- Funds Analytical Tools
- New Fund Spotlight
- DBS Tactical Asset Allocation Strategy & DBS Fund Select List
- Fund House Partners
- Investment Fund Shareholders Notices
Important Notes
DBS Bank (Hong Kong) Limited is not your investment adviser or acting in any fiduciary capacity to you. The above information is not and shall not be considered as investment advice. It does not constitute any offer or solicitation of offer to subscribe, transact or redeem any investment product. Investment involves risk. Past performances are not indicative of future performances. You should not rely on the above information alone to make any investment decision. You should carefully read the investment fund offering documentation for detailed product information and risk factors prior to making any investment. If you have any doubt on this material or any offering documentation, you should seek independent professional advice.
Funds are investment products. The investment decision is yours but you should not invest in the product unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives.
