Monthly Stocks Investment Plan

"Monthly Stocks Investment Plan" is a flexible and convenient investment tool, enabling you to invest in a number of selected stocks (*) with a monthly contribution amount of as low as HK$ 1,000. By leveraging on the advantage of "Dollar Cost Averaging", you can be freed from the short term volatility of the stock market while balancing overall investment effectiveness. Selected Monthly Stocks Investment Plan Stocks
Stock Code
Stock Name
1
CKH HOLDINGS
2
CLP HOLDINGS
3
HK & CHINA GAS
5
HSBC HOLDINGS
6
POWER ASSETS
11
HANG SENG BANK
66
MTR CORPORATION
388
HKEX
700
TENCENT
823
LINK REIT
939
CCB
941
CHINA MOBILE
1038
CKI HOLDINGS
1113
CK ASSET
2388
BOC HONG KONG
2800
TRACKER FUND
2822
CSOP A50 ETF
2823
ISHARES A50
2888
STANCHART
3988
BANK OF CHINA

* Aristo reserves the right to amend, suspend and terminate the above products and services, and to amend the relevant terms and conditions at any time at its sole discretion without prior notice.

For our charges scheme, please click here.

For the terms and condition, please refer to the application form .
Dollar Cost Averaging

The advantage of "Monthly Stocks Investment Plan" is based on the concept of "Dollar Cost Averaging". You can acquire more shares when the stock price goes down and less shares when the stock price goes up. With this long term investment strategy, you do not have to worry about short term market fluctuations, but with more balanced overall investment effectiveness.
Example (HKD example for reference)
Contribution Month
Contribution Amount
Contribution Amount After Deducting Fees
Purchase Price per Share
Number of Shares Bought
Net Amount
January$1,000$950$1563$945
February$1,000$950$1467$938
March$1,000$950$14.565$942.5
April$1,000$950$15.561$945.5
Total Shares Bought256$3,771.00
Average cost per unit
=
Net contribution amount ÷ Total units bought
$14.73 = $3,771 ÷ 256
Last Update: 17 Nov 2023