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Offshore mutual funds offer cost-effective access to professional money management and portfolio diversification. Schwab offers a wealth of Hong Kong authorized funds from well-known fund families, covering markets around the world—along with the research to help you invest wisely.
You can purchase mutual funds with no up-front sales charges. Offshore mutual funds offer the following benefits to our customers:
- Free from U.S. withholding tax on income earned on your investment and excluded from U.S. estate tax calculations1
- Sales loads are waived to provide investors with greater investment value
- Ability to invest in markets around the world through well-known investment managers
Find the right funds for your portfolio with Morningstar Rating™
Morningstar®, a respected source of independent analysis, uses the same criteria to assess offshore mutual funds as U.S. mutual funds. It gives each fund a rating from one to five stars based on their risk and return potential. It’s easier than ever to search, compare, and find the right funds for your portfolio.
Please read the following carefully before proceeding.
I agree with the following and wish to proceed to visit Schwab’s Offshore Mutual Fund Center. (This site is published by Charles Schwab, Hong Kong, Ltd. and has not been reviewed by the Securities and Futures Commission.)
If you do not agree to the information below, do not access this site, or any pages thereof.
1. With a valid W-8BEN form on file with Schwab, an account will be certified for non-U.S. status for tax withholding purposes. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager. Rules on taxation can change at any time and the value to you of any tax benefits will depend on your tax position.
© 2013 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
IMPORTANT NOTE
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You may view, download and print a prospectus by visiting this site. You can also request a prospectus by calling Charles Schwab, Hong Kong, Ltd. +852-2101-0511. Please read the prospectus carefully before investing.
The information contained in this website is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice.
This website contains information about mutual funds that invest in equities and/or bonds, each with different risk profiles. Funds may not be suitable for all investors. Investment involves risk. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Diversification strategies do not assure a profit and do not protect against losses in declining markets.
Funds may involve various risks, including but not limited to market risk, volatility risk, liquidity risk, credit risk, counterparty risk, concentration risk and risk of loss from use of financial derivatives instruments.
Some mutual funds have international investments which involve additional risks, which include differences in financial accounting standards, currency fluctuations, political instability, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.
Some mutual funds may invest in single country or industry sector. These funds may involve a greater degree of risk than an investment in other mutual funds with greater diversification.
Investment techniques using financial derivative instruments may be used by some mutual funds with the aim of meeting the investment objective of the fund. Such investment policies or portfolio management techniques may lead to a higher volatility to the net asset value of the fund and can involve additional risk, including but not limited to counterparty default risk or insolvency. Do not invest in the products unless you fully understand them and are willing to assume the risks associated with them.
Schwab gives information about products and services it offers, but generally does not provide investment advice based on individual circumstances. You should consult an independent financial advisor for advice on the suitability or otherwise of the particular investment.
Investors should not only base on information contained in this website alone to make investment decisions.
Securities or services are not available in all countries, and are subject to country-specific restrictions.
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