1) E Fund Wealth Fund Series - E Fund (HK) Global Conviction Fund (the “Sub-Fund”) is an unit trust established in Hong Kong investing primarily in equity and equity-related securities listed on major global stock markets.
2) Investment involves risks. The Sub-Fund is subject to market risk. The value of the Sub-Fund can be volatile and may go down substantially. Investors may suffer losses.
3) The Sub-Fund may invest in derivatives for hedging or investment purposes to the extent permitted by the Code and in adverse situations its use of financial derivative instruments may become ineffective and/or cause the Sub-Fund to suffer significant loss.
4) Although the Sub-Fund invests in global markets, its investments may be concentrated in securities related to a single market, region, industry or sector. The value of the Sub-Fund may therefore be more volatile than that of a fund having a more diverse portfolio of investments. The value of the Sub-Fund may also be influenced by the changes in governmental policies, promulgation of foreign exchange and monetary policies and tax regulations, currency fluctuations, market liquidity conditions and updates to legal and regulatory frameworks affecting the relevant market.
5) The Sub-Fund may invest in emerging markets, which subjects the relevant Sub-Fund to a higher level of market risk than investments in a developed country.
6) You should not invest in the Sub-Fund unless the intermediary who sells it to you has explained to you that the Sub-Fund is suitable for you having regard to your financial situation, investment experience and objectives.
7) Investors should not invest in the Sub-Fund based on this document alone. Before making any investment decision, the investor should read the Sub-Fund’s offering documents carefully including the risk factors.