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How to manage your investment
portfolio and maintain your watch
list of fund options?
Standard Life Hong Kong iOS app
Open Access – Information is intended for a public audience
Investment Search
You can search for
investment choices by
keyword…
…or search by different
combinations of investment
categories.
Tab “Clear all” if you want to
start over.
Tab “Search” for a list of all
available funds that match
your criteria.
Open Access – Information is intended for a public audience
Category Search
Tabbing on different categories will bring up full list of all available investment
manager, asset class, or investment universe.
Open Access – Information is intended for a public audience
Example
For example, you can search
for all funds available from
“Standard Life Investments”
Open Access – Information is intended for a public audience
Fund overview and Rate of return
Overview of Funds
Cumulative Performance
(Year to date, 1 year, 3 years,
and 5 years)
Calendar Year Performance
for the last five years
You can display different information of the funds based on:
Open Access – Information is intended for a public audience
Fund details
Name of the fund and the
fund manager for the fund.
Performance chart of the fund. Tab
on the chart to enlarge the chart.
Explanation on the investment
objective of the fund
The Bid Price and Offer Price
of the fund
Rate of return by calendar year
and cumulative performance
Tab “Back” to go back to the
fund search results.
Open Access – Information is intended for a public audience
Adding funds to the Watch List
Tab the “Add to watch
list” button to add
funds to the Watch
List. You can add a
maximum of 30 funds
to the Watch List.
To access the Watch List, tab on the
watch list button on the menu.
Open Access – Information is intended for a public audience
Edit the Watch List
Tab and drag this button to
organize your watch list to
the display order you
wanted.
You can remove a specific
fund from the Watch List by
tabbing the delete button
Open Access – Information is intended for a public audience
Same great functionality also available on iPad
For more information about the app, please visit
www.standardlife.hk/app

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Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

  • 1. How to manage your investment portfolio and maintain your watch list of fund options? Standard Life Hong Kong iOS app
  • 2. Open Access – Information is intended for a public audience Investment Search You can search for investment choices by keyword… …or search by different combinations of investment categories. Tab “Clear all” if you want to start over. Tab “Search” for a list of all available funds that match your criteria.
  • 3. Open Access – Information is intended for a public audience Category Search Tabbing on different categories will bring up full list of all available investment manager, asset class, or investment universe.
  • 4. Open Access – Information is intended for a public audience Example For example, you can search for all funds available from “Standard Life Investments”
  • 5. Open Access – Information is intended for a public audience Fund overview and Rate of return Overview of Funds Cumulative Performance (Year to date, 1 year, 3 years, and 5 years) Calendar Year Performance for the last five years You can display different information of the funds based on:
  • 6. Open Access – Information is intended for a public audience Fund details Name of the fund and the fund manager for the fund. Performance chart of the fund. Tab on the chart to enlarge the chart. Explanation on the investment objective of the fund The Bid Price and Offer Price of the fund Rate of return by calendar year and cumulative performance Tab “Back” to go back to the fund search results.
  • 7. Open Access – Information is intended for a public audience Adding funds to the Watch List Tab the “Add to watch list” button to add funds to the Watch List. You can add a maximum of 30 funds to the Watch List. To access the Watch List, tab on the watch list button on the menu.
  • 8. Open Access – Information is intended for a public audience Edit the Watch List Tab and drag this button to organize your watch list to the display order you wanted. You can remove a specific fund from the Watch List by tabbing the delete button
  • 9. Open Access – Information is intended for a public audience Same great functionality also available on iPad
  • 10. For more information about the app, please visit www.standardlife.hk/app