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I really want to invest in Blue Chip stocks, but I can't even afford to buy a lot of them. It would be great if I could periodically save for stocks...
NOW, you can do it !
Phillip¡¦s ¡§Share Builders Plans¡¨ enables you to invest in Hong Kong stocks with a minimum contribution of HK$2,000 per month.
Your stock portfolio will be accumulated gradually in the long run.
Also, you can enjoy the benefit of "Dollar Cost Averaging" with our Share Builders Plan.
Stock prices are volatile. Invest in fixed amount in fixed period, you will buy more shares when prices slump; on the other hand, you will buy less when prices are at the peak. After a certain period (e.g. one year), the average cost of your share holdings would be lower than its average price. That means you have bought the shares with cheaper prices.
| Month |
1st |
2nd |
3rd |
4th |
5th |
Total Shares acquired |
Total Investment Cost |
Average Cost of Share |
Average Price of Share |
Amount Saved per Share |
| Price Trend |
| Bull Market |
$5 400 |
$15 133 |
$10 200 |
$15 133 |
$25 80 |
946 |
$10,000 |
$10.57 |
$14 |
$3.43 |
| Bear Market |
$25 80 |
$15 133 |
$20 100 |
$10 200 |
$5 400 |
913 |
$10,000 |
$10.95 |
$15 |
$4.05 |
| Fluctuating Market |
$10 200 |
$5 400 |
$15 133 |
$5 400 |
$10 200 |
1333 |
$10,000 |
$7.5 |
$9 |
$1.5 |
- Save time for watching stock prices;
- You may choose any Hong Kong listed stock(s)*;
- Set up the favorite portfolio on your own;
- Simple registration with Direct Debit Authorization from your bank account;
- Could amend the investment amount, choice(s) of stocks and terminate the plan anytime, no additional charge will be levied.
Just complete the Share Builders Plan Application Form and Direct Debit Authorization Form; send back to us via fax to (852) 2277 6565 or post to 11-12/F, United Centre, 95 Queensway, Admiralty, Hong Kong **
Commission charge: 0.25% of the investment amount or HK$50 mimimum charge, whichever is higher, ***
Enquiry Hotline:
(852) 2277 6777
Email Enquiry:sbp@phillip.com.hk
*We may at our discretion reject your choice(s) of stocks;
**Please proceed with the account opening procedure prior to registration in case you are not our stock trading client;
***The described fee does not include stamp duty, transaction levy, transaction fee, and CCASS fee.
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