Yardley Preferred Funds, Investing Globally

Covering global capital markets including Hong Kong, US, UK, Japan, India, Russia, Brazil, Middle East, North Africa, Australia, Latin America, etc.;
Covering various high-growth, high-demand sectors such as technology, artificial intelligence, etc.

What are the Benefits of Investing in Funds?

  • Managed by Professionals

    Fund managers possess rich investment experience, able to seize the best investment opportunities according to market conditions while controlling portfolio risks.

  • Global Investment Opportunities

    Wide variety of fund types available worldwide, covering various industries, enabling greater diversification of your investment portfolio.

  • Diversified Investment

    Typically investing in 50 or more stocks, providing risk diversification for investors

  • Low Entry Threshold

    Some funds require investment amounts as low as HKD 50, allowing investors to seize overseas investment opportunities with smaller amounts.

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We select nearly 40 global high-quality asset management companies with strong investment research capabilities and rich asset management experience. Fund products from premium institutions such as BlackRock, Morgan Stanley, PIMCO, Franklin Templeton, Barings, Value Partners, and E Fund Hong Kong are all included

Fund Types

  • Equity Funds

    Covering global capital markets including Mainland China, Hong Kong, US, Middle East, etc.; covering various high-growth, high-demand sectors such as technology, energy, consumption, healthcare, etc.

  • Bond Funds

    Short-term bonds, long-term bonds; government bonds, municipal infrastructure bonds; global bonds, emerging market sovereign bonds, and other diverse categories.

  • Money Market Funds

    No redemption fees, subscription fees, low risk, historically stable performance, eligible for collateral use. (Collateral rate up to 90%, enabling both fund investment for returns and stock trading)

  • Private Funds

    Customized private fund solutions for high-net-worth clients. Composed of various assets including stocks, private placements, financial futures, quantitative financing, etc., using financial derivative tools to hedge portfolio volatility risks and pursue long-term stable asset appreciation.

  • Fund Portfolio

    Customized private fund solutions for high-net-worth clients. Composed of various assets including stocks, private placements, financial futures, quantitative financing, etc., using financial derivative tools to hedge portfolio volatility risks and pursue long-term stable asset appreciation.

Systematic Investment Plan (SIP)

Fund SIP refers to purchasing specific fund shares with the same amount at fixed time intervals, emphasizing long-term holding and regular investment.

Exclusive Butler-style Investment Experience
Engage in in-depth communication with clients, fully understand their investment needs, strictly select more suitable and matching financial products, and enjoy a butler-style investment experience.
Open and Transparent Investment Mechanism
Provide suitable investment products for clients with open and transparent fees.
Investment Strategies Developed by Multiple Financial Experts
Investment strategies developed by multiple financial experts, comprehensively considering current economic conditions and market trends, selecting various types of investment targets globally to achieve better investment returns.

Fund Portfolio

  • 節約時間

    Fund portfolios are suitable for busy office workers and beginners. Operated by professional asset management teams to capture global investment opportunities.

  • Flexible Allocation

    Fund portfolios operate flexibly, not restricted by traditional indicators. Through investing in funds or ETFs, achieve relatively diversified risks, enjoy low-cost advantages, and flexibly respond to global market changes.

  • Diversified Returns

    Diversified fund portfolios covering stocks, bonds, commodities and other funds, expanding income sources, with global investment diversity at your fingertips.

  • Dynamic Adjustment

    Excellent portfolio funds focus on selecting timing to adjust holdings. Yardley asset management team possesses global investment concepts, fully grasps global market changes and opportunities, dynamically adjusts investment portfolios, thereby delivering better investment results.

No content on this website shall be considered as a recommendation or solicitation to buy or sell securities or other investment products. Any information and data are for investors' reference only, and all historical data should not be regarded as a basis for judging future trends. Investors should carefully understand the relevant financial products, clarify their risk factors and their own risk tolerance, or seek advice from professional investment advisors. Investing involves risks, caution is required when entering the market.
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