Lump Sum Investments

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We know that many investors may find it difficult to manage their own investments.

Harris Fraser allows our clients to create and access a diversified investment portfolio managed by world-class fund managers to gain reasonable risk-adjusted returns and help them meet their various long-term financial goals.

Harris Fraser provides both direct and indirect investment in various asset classes such as stock equities, mutual funds, fixed income, exchange-traded funds (ETF), and alternative investments.

Our clients are able to construct their own portfolios dynamically according to their investment amounts, risk preferences, and objectives.

Andy Lam, Managing Director, Investment Research

Tips

Questions to ask while making lump sum investments.

  • What lump sum investment options do you know?
  • What are the risks involved?
  • What funds should you select?
  • What strategy should you adopt?
Features
Mutual Funds

Investing in a mutual fund is easy and quick. It requires a relatively smaller amount of capital upfront. It allows the client to maximise the advantage of diversification and bypass the long, arduous independent research on asset class with the help of mutual fund managers and their team.

Exchanged Traded Funds (ETF)

An exchanged-trade fund (ETF) aims to replicate the performance of a benchmark index. Its associated costs are lower than an active fund. Client can gain exposure in a particular sector or market by investing in a related ETF and earn a similar return to the underlying index.

Other Investment Platforms

Through our investment platforms and expertise, our clients can enhance portfolio diversification by investing in a vast array of assets such as stocks and bonds; Diversification protects portfolios against market uncertainty.

What sets us apart?
Harris Fraser works with service providers across different regions and sectors to identify your needs, help you gain access to suitable financial products and implement personalised solutions for you.
Our values
How it works

We walk you through every step of the way

  • Meet with us to identify your needs

    We first gain a comprehensive understanding of your financial situation, investment goals, and risk tolerance. Then, your financial advisor will develop a recommended investment strategy based on your overall goals.

  • Get a personalised plan

    Your financial advisor will provide you a range of managed investments to achieve your personal financial goals and spread your funds over different asset classes and investment instruments to reduce risks.

  • Stay on track of the progress

    Your financial advisor will constantly recommend changes to your investments according to your life stage and the volatility of the market. You can see your self-service information and investment performance on our online Portal.

whats next

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