Buying funds

It’s easy to invest with us

 
Make use of Fidelity Online and do it over the Internet.
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Let us serve you personally through our Fidelity Investor Hotline.
(852) 2629 2629
 
Fill out a Subscription Form and send it over by post.
Read on to find out about different payment methods for making a lump sum investment. You may also check out our Monthly Investment Plan.

How to make a payment

  • HSBC/Hang Seng Bank Sameday Direct Debit Service:
    The order will be executed on the same day (except public holidays). There will be no charges if the transaction is successful.
  • By cheque:
    Please make it payable to “FIL Investment Management (Hong Kong) Limited”.
  • Telegraphic transfer:
    Please enclose a copy of the remittance instruction with your subscription form and quote your full name as reference.
  • HSBC Bill Payment Service (Internet):
    Please ensure your account’s maximum daily limit for transfers is set appropriately.

Minimum investment amounts

Fund Type Initial Investment (USD) Subsequent Investment (USD)
Equity Funds 2,500 1,000
Balanced Funds 2,500 1,000
Asset Allocation Fund 6,000 1,500
Lifestyle Funds 2,500 1,000
Bond Funds 2,500 1,000
Money Market Funds 2,500 1,000

When will an order be executed?

If we receive your complete instructions by 5:00pm Hong Kong time on any valuation day, we will normally execute the order on the same day. That is with the exception of BlackRock and First State Investments funds, which are prescribed 2:00pm as the cut-off time.

Please note that "valuation day" refers to any weekday (Monday to Friday), excluding 25 December and 1 January. Full details can be found in related Prospectuses.

Learn more about how to invest with us: