standard life hong kong mobile app for ios - portfolio and watch list

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How to manage your investment portfolio and maintain your watch list of fund options? Standard Life Hong Kong iOS app

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Learn how to manage your investment portfolio and maintain your watch list of fund options on Standard Life's iPhone, iPad, and iPhone Touch mobile app for Asia & Emerging Markets?

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Page 1: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

How to manage your investment portfolio and maintain your watch list of fund options?Standard Life Hong Kong iOS app

Page 2: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

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.

Page 3: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

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.

Page 4: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

Open Access – Information is intended for a public audience

Example

For example, you can search for all funds available from “Standard Life Investments”

Page 5: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

Open Access – Information is intended for a public audience

Fund overview and Rate of return

Overview of FundsCumulative Performance (Year to date, 1 year, 3 years, and 5 years)

Calendar Year Performancefor the last five years

You can display different information of the funds based on:

Page 6: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

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.

Page 7: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

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.

Page 8: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

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

Page 9: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

Open Access – Information is intended for a public audience

Same great functionality also available on iPad

Page 10: Standard Life Hong Kong mobile app for iOS - Portfolio and Watch List

For more information about the app, please visit

www.standardlife.hk/app