Many people find the idea of investing intimidating. They may feel they don't have the expertise or time to keep up with it all. But that does not need to be the case.
With Mox Invest, trading is intuitive and easy.
A diversified portfolio, personalised to your goals and risk profile, with ongoing monitoring and recommendations for your peace of mind.
1-Year Cumulative return (as of 30 June 2025) | 6.25% |
Year-to-Date Cumulative return (as of 30 June 2025) | 4.88% |
2024 Calendar year return | 2.30% |
2023 Calendar year return | 2.25%^ |
Investment involves risks. Past performance is not indicative of future performance. You should not make investment decisions based on this website alone. You should refer to the Prospectus and Key Facts Statement for details including risk factors.
*Performance data is retrieved from the monthly fund factsheet issued by Allianz Global Investors Asia Pacific Limited, as of 30 June 2025.
^Performance is calculated from inception of the share class until the end of that calendar year.
#Fund performance is calculated on NAV to NAV basis in denominated currency of the respective share class with gross dividends re-invested.
Unlock more with Mox Invest tiers
Tier | Monthly Aggregate Transaction Volume⁵ | Holding Value of Funds⁶ |
---|---|---|
Basic | ≤ HKD100,000 | ≤ HKD50,000 |
Advanced | >HKD100,000 | >HKD50,000 |
Pro | >HKD500,000 | >HKD250,000 |
Elite | >HKD1,500,000 | >HKD750,000 |
Invest Tier | HK stock trading commission rate | US stock trading commission per share | Core Portfolio advisory fee (p.a.) |
---|---|---|---|
Basic | 0.15% (min. HKD50) | USD0.012 (min. USD6.8) | 1% |
Advanced | 0.12% (min. HKD30) | USD0.010 (min. USD5) | 0.85% |
Pro | 0.10% (min. HKD30) | USD0.008 (min. USD5) | 0.70% |
Elite | 0.088% (min. HKD30) | USD0.006 (min. USD5) | 0.50% |
Unlock more with Mox Invest tiers
Mox Invest proudly introduces Invest tiers² – designed to reward you as you grow your investment journey. There are 4 tiers: Basic, Advanced, Pro and Elite. By meeting Invest tier requirements, you can upgrade to a more favorable tier and enjoy lower fees. Ready to level up? Check out how each tier works below!
Meet any one of the following requirements:
Tier | Monthly Aggregate Transaction Volume² | Holding Value of Funds⁶ |
---|---|---|
Basic | ≤ HKD100,000 | ≤ HKD50,000 |
Advanced | >HKD100,000 | >HKD50,000 |
Pro | >HKD500,000 | >HKD250,000 |
Elite | >HKD1,500,000 | >HKD750,000 |
Invest Tier | HK stock trading commission rate | US stock trading commission per share | Core Portfolio advisory fee (p.a.) |
---|---|---|---|
Basic | 0.15% (min. HKD50) | USD0.012 (min. USD6.8) | 1% |
Advanced | 0.12% (min. HKD30) | USD0.010 (min. USD5) | 0.85% |
Pro | 0.10% (min. HKD30) | USD0.008 (min. USD5) | 0.70% |
Elite | 0.088% (min. HKD30) | USD0.006 (min. USD5) | 0.50% |
During October 2025, complete Eligible Transactions of Cumulative Amount at least HKD50,000(or equivalent) to maximise your returns with an additional +2.75% p.a.Bonus Rate on USD savings and +1.375% p.a. on HKD savings for that month^!
Eligible transactions include:
Awarded World's Best Bank by Forbes and Best Digital-Only Bank in Hong Kong by The Asia Banker Awards, 2023.
4.8⁷ – Top rated digital banking app for Hong Kong in the Apple App Store⁸.
Fast, real-time account opening process¹⁰. No additional documents¹¹. It’s easy!