Discover Citibank’s world-class investment products
Discover Citibank’s world-class investment products
With mutual funds, you benefit from greater diversification and professional management. Through Wealth Management Connect, we offer a wide range of mutual funds with different regions and asset classes. You can invest in mutual funds powered by top international asset managers and diversify your investment with a variety of different asset classes such as stocks, bonds and other securities.
Simply log in to Citibank Online or the Citi Mobile® App to buy mutual funds in a few clicks anytime, anywhere. You can easily check your investment holdings, returns and transaction records from the past 24 months at a glance. The subscription fee is only 1.5% for any amount you invest, with no monthly service fees or redemption fees.
Considering what mutual funds to invest in? Just search and browse the mutual funds’ information via "Morningstar Fund Search“:
Citibank
Fund Choices for GBA Wealth Management Connect Scheme
Click here to learn more about all available funds from Citibank (including those that are not eligible for Wealth Management Connect).
How to invest in mutual funds
with Citi Mobile® App / Citibank Online?
Citi Mobile® App
Citibank online
Buy Mutual Funds
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Buy Mutual Funds
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Login to the Citi Mobile® App, In the “Wealth” section, tap the “Mutual Funds” icon. Select “Fund Explorer” to explore mutual fund DIY trading |
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Tap on “Fund Explorer” to explore mutual fund DIY trading by yourself and select the fund you want to subscribe |
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Enter the amount you wish to invest |
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Review the transaction details and click “Confirm” |
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You have invested |
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Sell Mutual Funds
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Sell Mutual Funds
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Log in to the Citi Mobile® App, enter the mutual fund trading platform and select the fund you wish to sell |
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Enter the amount you wish to sell |
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Review the transaction details and click Confirm |
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You have sold the fund |
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Buy Mutual Funds
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Buy Mutual Funds
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Log in to your Citibank online account, click “Wealth Management”, select “Mutual Fund” and click “Trade Now” |
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Select Transaction Type “Buy” and click “Continue”, then click to access Morningstar Fund Search to view funds available for subscription. Copy and paste the ISIN code of the fund you would like to subscribe to, then click “Search” and “Continue” |
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Input the “Transaction Amount”, read and accept the terms and conditions, and click “Continue” |
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Verify the transaction details and click “Submit” |
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You have completed the transaction |
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Sell Mutual Funds
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Sell Mutual Funds
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Log in to your Citibank online account, click “Wealth Management”, select “Mutual Fund” and click “Trade Now” |
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Select Transaction Type “Sell” and click “Continue”, select the fund you wish to sell, and click “Continue” |
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Enter the amount you wish to sell and click “Continue” |
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Review the transaction details and click “Submit” |
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You have sold the fund |
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Disclaimers & Important Information >
Disclaimers & Important Information v
Important Information:
This is an investment product. The investment decision is yours but you should not invest in the investment product unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives. The Mutual Funds is a product of the issuer and Citibank (Hong Kong) Limited is acting as an agent in the transactions of the Mutual Funds.
In respect of an eligible dispute (as defined in the Terms of Reference for the Financial Dispute Resolution Centre in relation to the Financial Dispute Resolution Scheme) arising between Citibank (Hong Kong) Limited and you out of the selling process of any investment product by Citibank (Hong Kong) Limited as agent for third party service providers or the processing of the related transaction, Citibank (Hong Kong) Limited will enter into a financial dispute resolution scheme process with you in accordance with the applicable rules. However any dispute over the contractual terms of the product should be resolved between directly the third party service provider and you.
Important Disclaimers:
This webpage is for information only and does not constitute any offer or solicitation to buy or sell. Investments should not be treated as a substitute for time deposits. Investors should refer to the relevant fund offering documents for detailed information prior to subscription. Investments are not bank deposits and involve risks, including the possible loss of the principal amount invested. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Unit prices may go down as well as up. Past performance is not indicative of future performance. Unless specified, these investments are not obligations of, guaranteed or insured by Citibank (Hong Kong) Limited, Citibank N.A., Citigroup Inc. or any of its affiliates or subsidiaries, or by any local government or insurance agency. Investment products are not eligible for U.S. persons and might only be applicable to limited jurisdiction. Potential investors should consider if an investment is suitable for them in the light of their own financial position, investment objectives and risk profile. The English version shall prevail when there is a discrepancy between the English and the Chinese versions.
Bonds & Certificates of Deposit
Bonds/ Certificates of Deposit (CDs) offer steady income through regular interest payments. To help you achieve your financial goals, Citibank offers a wide range of bonds and certificate of deposit that suit different risk profiles and investment strategies.
Bonds
Certificates of Deposit (CDs)
Important Note: Bonds and Certificates of Deposit are investment products, and they are not equivalent to a time deposit. Certificate of deposit is not a protected deposit and is not protected by the Deposit Protection Scheme in Hong Kong.
Bonds
- Diversify and strengthen your portfolio with global bonds
- Enjoy stable interest income and potential wealth appreciation
- Invest in bonds from various issuers, with different maturity dates and in different currencies to meet your needs
Certificates of Deposit (CDs)
- Tenor as short as 3 months
- Relatively low risk. Selected issuers with high credit quality
Important Note: Bonds and Certificates of Deposit are investment products, and they are not equivalent to a time deposit. Certificate of deposit is not a protected deposit and is not protected by the Deposit Protection Scheme in Hong Kong.
Citibank
Bonds Choices for GBA Wealth Management Connect Scheme
Click here to learn more about all available bonds from Citibank (including those that are not eligible for Wealth Management Connect^).
^ Note: Certificates of deposit are not included in the above bond list, please visit Citi Mobile® App for details or contact your relationship manager.
Disclaimers & Important Information >
Disclaimers & Important Information v
Disclaimers & Important Information: This publication is for information and reference purpose only. Citibank (Hong Kong) Limited, Citigroup Inc., or any of its subsidiaries makes no warranty as to the accuracy or completeness of information provided herein. It does not constitute a solicitation, nor an offer with respect to the purchase or sale of any security. Bond investments are not bank deposits and involve risks, including the possible loss of the principal amount invested. Unless specified, these investments are not obligations of, or guaranteed or insured by Citibank (Hong Kong) Limited, Citibank N.A., Citigroup Inc. or any of its affiliates or subsidiaries, or by any local government or insurance agency. Investors investing in bonds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Bond prices may go down as well as up. Citibank (Hong Kong) Limited does not guarantee the existence of a secondary market for bonds.
Foreign Exchange Trading
Foreign Exchange Trading helps diversify risks while allowing you to maintain more capital liquidity. Explore FX opportunities with currencies that include AUD, CAD, CHF, EUR, GBP, HKD, JPY, NZD, RMB, SGD and USD.
Call Deposits and Time Deposits
Deposits let you retain flexibility with different currencies. With time deposits available in leading currencies that range from 1 week to 12 months, you can earn higher interest on your deposits.
Disclaimers & Important Information >
Disclaimers & Important Information v
This website is for information only and does not constitute any offer or solicitation to buy or sell. The risk of loss in foreign exchange trading can be substantial. Foreign currency trading is subject to rate fluctuations which may provide both opportunities and risks. Foreign exchange trading involves risk, including the possible loss of the principal amount invested. RMB exchange, like any other currency, is subject to exchange rate fluctuations. The exchange rate of RMB can go up and down. The applicable rate of RMB exchange is the offshore ("CNH") rates. Placing contingent orders, such as "stop loss" or "stop limit" orders, will not necessarily limit losses to the intended amounts. Market conditions may make it impossible to execute such orders. Investors may experience a loss when they convert foreign currency back to their home currency. Foreign currency trading involves risk, including the possible loss of the principal amount invested. Investors should therefore carefully consider whether such trading is suitable in the light of their own financial position, investment objectives and risk profile. Exchange Controls imposed by the relevant authorities may also adversely affect the applicable exchange rate.
Citibank (Hong Kong) Limited and/ or Citibank, N.A. endeavours to ensure the accuracy and reliability of any data and information they provide but do not guarantee the accuracy or reliability of such data and information and accepts no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omission. The use of such data and information is at the user's sole risk. Such data and information of this web page are provided for personal use only and shall not be furnished to any other person or entity for any reason. Any copying, reproduction and/or redistribution of any of the documents, data, content or materials contained on or within the Citibank Online and/or provided through the services without the express consent from Citibank (Hong Kong) Limited and/ or Citibank, N.A. is strictly prohibited.
The above illustrative example is hypothetical provided for illustrative purpose only. The scenarios are not based on the past performance of foreign currency. The Bank is not making any prediction of future movements in foreign currency by virtue of providing the illustrative example. It does not represent all possible outcomes or describe all possible factors that may affect the payout of a transaction in Foreign Exchange Order Watching.
