Mutual Fund Discounts



ORIGINAL POST
Posted by chinacrisis 20 yrs ago
Where can I get the best discounts on mutual funds for say aninvestment of between HK$20k to HK$50k? For example HSBC offer 4% initial charge on Templeton, but Boom offer 2%. However, Boom don't offer Fidelity funds - which I am more interested in.


Thanks

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COMMENTS
Burgundy 20 yrs ago
Try:



http://www.offshore-rebates.com/howit.html

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RNB 20 yrs ago
Hang Seng has a promotional offer its 2% for all mutual funds and 1% for their own index funds (for online purchases). Not sure about Fidelity though.

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crj 20 yrs ago
If you are American, you can open an account with http://www.vanguard.com their fees are very low. They have a way to use them if you are not American too, but I am not sure how that works... but the link is on their homepage.


I used to have money in Fidelity, I switched to Vanguard because their fees and expense ratio are much lower.


We also want to invest in HK based funds too, so am interested to see what replies you get - the fees here put us off!

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chinacrisis 20 yrs ago
The Hang Seng offer looks good. Any other banks doing similar? I saw DBS does 2.5% now. I am not american.

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