At a Glance

Onshore Unit Trust, Asset Management Plan and QDII Product – Overseas Fund Series, helps you on the wealth accumulation and risk diversification.

What is a fund?

A fund is also known as a unit trust or mutual fund. Such a fund pools together the resources from individual investors and is managed by professional fund managers. Investors can choose from an array of funds which invests in equities, bonds, currencies and derivatives, etc.

Benefits of a fund

Asset allocation & risk diversification

Your investments can be spread across a multitude of sectors, in different countries, and at various risk levels.

Capturing global investment opportunities

A fund allows you to invest in both local and overseas markets to enhance return potential.

Professional management

Experienced fund managers monitor the markets closely and help you grasp investment opportunities

 

Invest • Wise Fund Service

DBS Bank (China) Ltd (DBS Bank) has powered up the invest  Wise fund service jointly with Morningstar, an international fund research authority, helping you to grasp the global investment opportunity.

  • Fund Analytical Tools: Fund Analytical Tools that feature fund NAV inquiry, fund trends inquiry, fund comparison and portfolio analysis functions.

Flexible investment options to help starting your wealth-building plan

DBS China provides you the flexible investment options. You can lump-sum the onshore unit trust, asset management plan and QDII product-Overseas Fund series.

Onshore Unit Trust

Investment Method*Minimum Investment Amount
Lump SumRMB 20,000

Asset Management Plan

Investment Method*Minimum Investment Amount
Lump SumRMB 1,000,000

QDII Product – Overseas Fund Series

Investment Method*Minimum Investment Amount
Lump Sum

P1/P2:RMB 100,000 or equivalent

P3/ P4:RMB 100,000 or equivalent

P5:RMB 200,000 or equivalent

*DBS China Limited does not offer unit trust regular investment plan service at this juncture

 

Quality funds at your choice

Onshore Unit Trust

Product NameProduct TypeProduct Risk Level
南方优选价值混合型证券投资基金Mixed FundP4(high risk)
南方现金增利基金Money Market FundP1(mid and low risk)
长盛成长价值混合基金Mixed FundP4(high risk)
长盛添利宝货币市场基金Money Market FundP1(mid and low risk)
长盛电子信息产业基金Mixed FundP4(high risk)
长盛量化红利混合基金Mixed FundP5(high risk)
长盛创新先锋混合基金Mixed FundP4(high risk)
长盛高端装备制造灵活配置混合型证券投资基金Mixed FundP5(high risk)
长盛航天海工装备灵活配置混合型证券投资基金Mixed FundP4(high risk)
长盛中证100指数证券投资基金Equity FundP4(high risk)
上投摩根新兴动力混合型证券投资基金Mixed FundP5(high risk)
上投摩根内需动力混合型证券投资基金Mixed FundP5(high risk)
上投摩根行业轮动混合型证券投资基金Mixed FundP5(high risk)
上投摩根成长先锋混合型证券投资基金Mixed FundP5(high risk)
上投摩根健康品质生活混合型证券投资基金Mixed FundP4(high risk)
上投摩根分红添利基金-A类Bond FundP3(mid and low risk)
上投摩根货币基金Money Market FundP1(mid and low risk)
上投摩根双息平衡基金Mixed FundP4(high risk)
上投摩根核心优选混合型证券投资基金Mixed FundP4(high risk)
摩根亚洲总收益债券基金Bond FundP3(mid and low risk)
摩根太平洋证券基金Equity FundP4(high risk)
摩根亚洲股息基金Equity FundP4(high risk)
摩根国际债券基金Bond FundP2(mid and low risk)
景顺长城精选蓝筹混合型证券投资基金Mixed FundP4(high risk)
景顺长城策略精选灵活配置混合基金Mixed FundP4(high risk)
景顺长城货币市场基金Money Market FundP1(mid and low risk)
景顺长城品质投资混合型证券投资基金Mixed FundP4(high risk)
景顺长城核心竞争力基金Mixed FundP4(high risk)
景顺长城沪深300指数增强型基金Equity FundP4(high risk)
景顺长城景颐双利债券型证券投资基金-A类Bond FundP3(mid and low risk)
景顺长城能源基建混合型证券投资基金Mixed FundP4(high risk)
泰达宏利价值优化型成长类行业混合型证券投资基金Mixed FundP4(high risk)
泰达宏利首选企业股票型证券投资基金Equity FundP4(high risk)
泰达宏利红利先锋混合型证券投资基金Mixed FundP4(high risk)
泰达宏利货币市场基金Money Market FundP1(mid and low risk)
汇添富民营活力混合型证券投资基金Mixed FundP5(high risk)
汇添富价值精选混合型证券投资基金Mixed FundP4(high risk)
汇添富货币市场基金Money Market FundP1(mid and low risk)
汇添富移动互联股票型证券投资基金Equity FundP5(high risk)
汇添富社会责任混合型证券投资基金Mixed FundP5(high risk)
汇添富蓝筹稳健混合型证券投资基金Mixed FundP4(high risk)
汇添富策略回报混合型证券投资基金Mixed FundP4(high risk)
中邮战略新兴产业混合型证券投资基金Mixed FundP5(high risk)
中邮货币市场基金Money Market FundP1(mid and low risk)
中邮核心优势灵活配置混合型证券投资基金Mixed FundP5(high risk)
博时裕富沪深300指数证券投资基金Equity FundP4(high risk)
博时信用债券投资基金Bond FundP3(mid and low risk)
博时特许价值混合型证券投资基金Mixed FundP4(high risk)
博时信用债纯债债券型证券投资基金Bond FundP3(mid and low risk)
博时现金收益证券投资基金Money Market FundP1(mid and low risk)
博时现金宝货币市场基金Money Market FundP1(mid and low risk)
华夏回报混合型证券投资基金Mixed FundP4(high risk)
华夏兴华混合型证券投资基金Mixed FundP4(high risk)
施罗德亚洲高息股债基金Mixed FundP4(high risk)

QDII Product – Overseas Fund Series

Offshore Product NameProduct TypeProduct Risk LevelSubscription Currency
BlackRock Global Funds - Global Allocation FundBalanced FundP3(mid and low risk)CNY, USD, AUD
BlackRock Global Funds - Asia Pacific Equity Income FundEquity FundP4(high risk)CNY, USD, AUD
BlackRock Global Funds – European FundEquity FundP4(high risk)CNY, USD, EUR
BlackRock Global Funds – European Equity Income FundEquity FundP4(high risk)CNY, USD, AUD, EUR, SGD
BlackRock Global Funds – Japan Flexible Equity FundEquity FundP4(high risk)CNY, JPY, USD, EUR
BlackRock Global Funds – World Healthscience FundEquity FundP4(high risk)CNY, USD, AUD, SGD
BlackRock Global Funds – World Financials FundEquity FundP4(high risk)CNY, USD
BlackRock Global Funds – Global Equity Income FundEquity FundP4(high risk)CNY, USD, AUD
BlackRock Global Funds – Global Corporate Bond FundBond FundP2(mid and low risk)CNY, USD, AUD
BlackRock Global Funds – China FundEquity FundP4(high risk)CNY, USD
BlackRock Global Funds - Global Enhanced Equity Yield FundEquity FundP4(high risk)CNY, USD, AUD
BlackRock Global Funds – World Energy FundEquity FundP4(high risk)CNY, USD, AUD, EUR
JPMorgan Funds - America Equity FundEquity FundP4(high risk)CNY, USD, AUD
JPMorgan Eastern Smaller Companies FundEquity FundP4(high risk)CNY, USD
JPMorgan Asia Equity Dividend FundEquity FundP4(high risk)CNY, USD, AUD
JPMorgan Multi Income FundBalanced FundP3(mid and low risk)CNY, USD, AUD, HKD, EUR, SGD, CAD, NZD, GBP
JPMorgan ASEAN FundEquity FundP4(high risk)CNY, USD, AUD
JPMorgan Europe Dynamic FundEquity FundP4(high risk)CNY, USD, EUR, AUD
JPMorgan Funds - Europe Dynamic Technologies FundEquity FundP4(high risk)CNY, USD, EUR
JPMorgan Funds - Emerging Markets Dividend FundEquity FundP4(high risk)CNY, USD
JPMorgan Korea FundEquity FundP4(high risk)CNY, USD
Legg Mason Royce US Small Cap Opportunity FundEquity FundP4(high risk)CNY, USD, AUD
Legg Mason ClearBridge US Aggressive Growth FundEquity FundP4(high risk)CNY, USD, AUD
Legg Mason Western Asset Asian Opportunities FundBond FundP3(mid and low risk)CNY, USD, AUD
Legg Mason QS MV Asia Pacific ex Japan Equity Growth and Income FundEquity FundP4(high risk)CNY, USD, HKD, AUD, SGD
Schroder International Selection Fund-Global Equity YieldEquity FundP4(high risk)CNY, USD, HKD
Schroder International Selection Fund-Global Corporate BondBond FundP2(mid and low risk)CNY, USD
Schroder International Selection Fund-European Equity YieldEquity FundP4(high risk)CNY, USD, EUR
Schroder International Selection Fund – Japanese OpportunitiesEquity FundP4(high risk)CNY, USD, JPY
Schroder International Selection Fund-US Small & Mid-Cap EquityEquity FundP4(high risk)CNY, USD, EUR
Schroder Alternative Solutions-Commodity FundAlternative InvestmentP4(high risk)CNY, USD, EUR, SGD
Schroder International Selection Fund-BRIC (Brazil, Russia, India, China)Equity FundP4(high risk)CNY, USD, HKD, EUR
Schroder Asian Asset Income FundBalanced FundP4(high risk)CNY,USD,HKD,AUD,GBP
Fidelity Global Dividend FundEquity FundP4(high risk)CNY, USD, AUD, EUR
Fidelity Global Property FundEquity FundP4(high risk)CNY, USD
Fidelity Pacific FundEquity FundP4(high risk)CNY, USD
Fidelity Euro Balanced FundBalanced FundP4(high risk)CNY, USD, EUR
Templeton Global FundEquity FundP4(high risk)CNY, USD, HKD
(Subscription and Switch-in are suspended) 
Templeton Global Bond Fund
Bond FundP3(mid and low risk)CNT, USD,HKD, AUD
Templeton Emerging Markets Smaller Companies FundEquity FundP4(high risk)CNY, USD, EUR
Franklin India FundEquity FundP4(high risk)CNY, USD, HKD
Franklin Technology FundEquity FundP4(high risk)CNY, USD, HKD, EUR
Franklin U.S. Opportunities FundEquity FundP4(high risk)CNY, USD, HKD, EUR, SGD
Baring German Growth TrustEquity FundP4(high risk)CNY, USD, EUR, GBP
Baring Europe Select TrustEquity FundP4(high risk)CNY, USD, EUR
Investec Global Strategic Equity FundEquity FundP4(high risk)AUD, EUR, CNY, USD
Investec Global Franchise FundEquity FundP4(high risk)AUD, EUR, HKD, CNY, USD, SGD
Investec Global Natural Resources FundEquity FundP4(high risk)HKD, CNY, USD, SGD
Investec Global Strategic Managed FundBalanced FundP4(high risk)CNY,GBP
Investec Global Multi-Asset Income FundBalanced FundP3(mid and low risk)CNY,USD,HKD,AUD,SGD
Investec Investment Grade Corporate BondBond FundP2(mid and low risk)CNY,USD,HKD,EUR,GBP
JPMorgan Global Bond FundBond FundP2(mid and low risk)CNY, USD, HKD,AUD,NZD,CAD
JPMorgan Funds - Asia Pacific Income FundBalanced FundP4(high risk)CNY, USD, HKD, AUD, NZD, SGD
JPMorgan Multi Balanced FundBalanced FundP3(mid and low risk)CNY,USD,HKD,AUD,EUR
BlackRock Global Funds-Euro Bond FundBond FundP2(mid and low risk)CNY, EUR,USD, GBP
Investec Global Gold FundEquity FundP5(high risk)CNY,USD
First State Asian Bridge FundBalanced FundP3(Mid and low risk)CNY,USD
First State Global Listed Infrastructure FundEquity FundP4(high risk)CNY,USD,EUR
First State Asian Equity Plus FundEquity FundP4(high risk)CNY,USD
First State Greater China Growth FundEquity FundP4(high risk)CNY,USD
Manulife Global Fund - Asia Pacific REIT FundEquity FundP4(high risk)CNY,USD,HKD

Please click here to get the Offshore Product List.

This is to inform that the Chinese name of JPMorgan America Equity Fund has been changed to "摩根美国基金". The English name is remain unchanged.

 

For enquiries

Contact me Leave your contact information
Visit Branch Visit any of our branches

Call our DBS 24-hour personal banking hotline at 400 820 8988 (Mainland China) / 86 400 820 8988 (Overseas)

 

Onshore UT Publication

Please click the Useful Links below to know more about the Qualified Investors Instructions.

Risk Disclosure:

  1. Wealth Management Products are not deposit and have investment risks, and customers should be cautious in making any investment!
  2. Onshore UT and Asset Management Plan are 3rd party products, while QDII product – Overseas Fund Series is designed by DBS China
  3. Onshore UT, Asset Management Plan and QDII product – Overseas Fund Series are non-principal protected investment product with floating return and there is no guarantee on the principal or return amount. You may suffer a significant loss of the principal due to market fluctuations. In the worst case scenario, investors may suffer a total loss of the Principal Amount. Investors should fully understand the investment risks involved and be cautious in making any investment.
  4. Asset Management Plan is privately launched products. Onshore UT and QDII product are publicly launched products.

Disclaimer:

  1. Nothing here shall constitute a suggestion or recommendation to any products or to enter into any trade. DBS China does not act as an adviser or assume any responsibility for any use of the contents.
  2. The content here does not have regard to the specific investment objectives, financial situation or particular needs of any specific person. The products have investment risks, investors should carefully read the investment product sales documents prior to making any investment decision, and seek appropriate professional advice regarding your personal needs.
  3. Morningstar Associates, LLC, a registered investment advisor registered with the United States Securities and Exchange Commission, and a wholly owned subsidiary of Morningstar, Inc., provides consulting services to DBS Bank (China) Limited ("DBS"). Any references to specific securities are for informational purposes only and therefore should not be considered a recommendation to buy or sell a security.
  4. Morningstar Associates acts as a consultant to DBS and does not provide advice to DBS’ investment clients. Neither Morningstar Associates nor Morningstar, Inc. acts as an investment advisor to the client or customer of DBS. DBS has engaged the services of Morningstar Associates to preserve the independence and objectivity of the analyses provided. Morningstar Associates does not have any discretionary authority or control over purchasing or selling securities or making other decisions for investors. The consulting services are for informational purposes only and do not constitute investment advice. Morningstar Associates does not provide individualized advice to any investor, does not determine client suitability, and does not take into account any information about any investor or any investor’s assets. Individual investors should ultimately rely on their own judgment and/or the judgment of a financial advisor in making their investment decisions. Morningstar Associates makes no warranties, expressed or implied, as to results to be obtained from the use of information it provides. Morningstar Associates is not responsible for the presentation of fund performance statistics and other fund data.
 

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