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HSBC Malaysia became the first bank to launch the Unit Trust Browser (“UTB”) platform with powerful funds research functions, a portal that includes detailed information on open-ended unit trusts offered by the bank.
With UTB, anyone can have a wealth of information and retrieve fund documents on a wide range of unit trust funds at their fingertips 24/7. This service is open to all and requires no login, fully available on the HSBC website.
HSBC Malaysia introduced UTB to give the public an additional and convenient channel to access funds information. This also enables customers to have more digital tools easily available to make informed investment decisions.
The UTB has a user-friendly interface for anyone to navigate interactive fund tools, fund comparison function. The public will benefit from the powerful research functions that include basic search engine that has filtering capabilities (such as by asset class, geography, fund house, risk rating) and advanced filtering criteria (e.g. fund profile, risk profile, risk ratings, credit quality, performance etc.).
HSBC Malaysia also partnered with Morningstar Asia to offer in-depth funds’ information, documents and interactive charts via user-friendly interface on UTB.
“At HSBC, we continue to introduce more digital innovation to give the local community a more convenient and informed banking experience,” said Tara Latini, Country Head of Wealth and Personal Banking, HSBC Malaysia, “after our launch of 24/7 Digital Wealth Insights
Hub in 2019 and 24/7 Digital Account Opening last month, UTB with powerful fund research functions is our new 24/7 service to help the public make more informed investment decisions from anywhere, anytime.”
“With this new platform, the local community will be able to retrieve latest fund documents (i.e. prospectus, PHS, annual reports, fund fact sheets and interim reports). UTB is ideal for anyone who want to perform analysis, comparison and research on unit trust funds on their own,” said Jon Chivers, Head of Wealth, HSBC Malaysia.
