Hong Kong Open-Ended Fund Company (OFC)

Hong Kong Open-ended Fund Company (OFC) is a fund registered and regulated by Securities and Futures Commission of Hong Kong (SFC), and is also one of the products designated by New Capital Investment Entrant Scheme.


As an OFC designated issuing financial institution, we have launched the following four sub-funds under HK Capital OFC to satisfy the needs of clients:


For more details, please visit the SFC website:https://apps.sfc.hk/productlistWeb/searchProduct/OFC.do

Crafting portfolios With
Quality bonds

Inheritance Asset Management Limited adheres strictly to the Securities and Futures Ordinance and strives to provide premium and professional investment advice on securities portfolios and asset management services, and is dedicated to developing more robust investment portfolios for all our clients.

Polishing Up Portfolio Quality

Quality, as an adjective, describes an asset that is of high standard and excellence and this aspect can be a priority for some investors. For them, a quality asset is also durable, functional and appealing.

When investing in bonds, quality refers to fixed income assets with higher credit ratings and are characterised by relatively lower risk of default (durable), present opportunities for diversification (functional) and could be less volatile during market turmoil (appealing).

In the search for quality bonds, some investors would turn to the expertise of skilled investment ‘artisans’ who seek out quality fixed income in every corner of investment world, and select those with sound fundamentals and income opportunities for the portfolios. With prudent research process and a strong commitment to excellence by active management, we strive to fine-carve bond portfolios with quality income opportunities.

01

Investing at least 90% in investment-grade bonds

A quality bond portfolio with a high credit-rating profile. In addition, a disciplined risk management strategy is employed to seek a relatively low volatility against the benchmark.

02

Reducing risk factors from diversification of investment

Globally, we will diversify investments across different sectors and localities (mainly corporate bonds), while ensuring that the distribution proportion of any securities invested shall not exceed 4 % the total Fund value, so as to lower relevant risks. Meanwhile, it tilted towards government bonds as repricing in yields present income opportunities.

03

Locking-in relatively attractive income

The elevated yields in IG corporates and government bonds present quality asset seekers with relatively attractive income.