Evergreen Fund puts 24 carefully constructed equity, bond, balanced and ESG mutual funds on one transparent platform — with daily NAV, honest fees and no lock-in. Start from HK$1,000.
Live NAV · 23 Sep 2026
Diversified, long-horizon portfolios built the way forests grow — slowly, steadily, and for decades.
Every Evergreen fund is built from the same discipline: diversify widely, charge honestly, and hold for the long term. Choose the family that matches your horizon and your stomach for risk.
Actively managed global and regional equity portfolios, diversified across 60–90 holdings and tilted towards durable compounders rather than hype.
Investment-grade and short-duration credit funds designed to smooth the ride and deliver a predictable income stream, paid monthly if you choose.
A single holding that blends equities and bonds with a drifting allocation, automatically rebalanced so you never have to make the call yourself.
Funds that screen out the worst offenders and tilt towards climate transition leaders — screened quarterly and reported with a full carbon footprint.
Figures are illustrative sample data for template demonstration, shown as at 31 August 2026, net of fund charges and in fund base currency. Returns are not a forecast and the value of investments can fall as well as rise. Please read the offering document before investing.
We publish every fund's return net of all charges, alongside the benchmark it is measured against. No cherry-picked periods, no survivor bias — including the funds we closed.
| Fund | 1Y | 3Y p.a. | 5Y p.a. | Since launch | 5Y vs b'mark |
|---|---|---|---|---|---|
| Evergreen Growth FundEquity · Global | +18.4% | +13.1% | +11.7% | +12.4% | |
| Evergreen Asia Pacific EquityEquity · Asia | +16.2% | +9.8% | +8.4% | +9.6% | |
| Evergreen US Index TrackerEquity · US | +21.7% | +14.9% | +13.2% | +13.8% | |
| Evergreen Global BalancedBalanced · 60/40 | +11.2% | +8.1% | +7.4% | +7.9% | |
| Evergreen Income BondBond · Investment grade | +4.9% | +3.6% | +3.1% | +3.4% | |
| Evergreen Asia High YieldBond · High yield | +6.8% | +4.2% | +2.9% | +3.6% | |
| Evergreen ESG LeadersESG · Global | +14.6% | +10.7% | +9.9% | +10.6% | |
| Evergreen Green TransitionESG · Thematic | +12.1% | +7.9% | +6.8% | +8.2% |
Past performance is not a guide to future returns. The value of investments and any income from them can go down as well as up, and you may get back less than you invested. Figures shown are illustrative template data.
Most investing mistakes are not market mistakes — they are understanding gaps. Our library is written in plain language, reviewed quarterly, and never sells you anything.
Fundamentals
Why the same fund can be sensible at 30 and reckless at 60, and how to pick an equity weighting you can actually hold through a bad year.
Read the guide
How to read
Ongoing charges, tracking difference, drawdown, Sharpe — the six numbers that actually tell you whether a fund earns its fee.
Read the guide
Behaviour
A 7% annual return doubles your money in about ten years. Here is what that looks like when you keep investing instead of timing the market.
Read the guideIdentity check online in about ten minutes. No branch visit, no paperwork to post, no minimum balance on the platform itself.
Eight questions about horizon, income needs and how you reacted in your last market fall. You get a plain-language risk band, not a sales pitch.
Filter by family, region, risk band or carbon intensity. Compare up to four funds side by side on charges, drawdown and five-year return.
Automate a monthly contribution, then let the platform rebalance. We send one short quarterly note — and nothing else.
If something is not here, our investor services desk replies to every email within one business day.
Book a 20-minute call with a licensed Evergreen adviser. No product pitch, no obligation — just a walk through your options.
Opening an Evergreen account takes about ten minutes online. You will answer eight risk questions, choose a fund, and — if you like — never think about the platform fee for a year.
Tell us how much you would like to start with. We will email you the application link and the relevant offering documents.
