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Specialist Funds (Pre-IPO / Cornerstone / Anchor)

Connecting scarce issuer-side allocation with a tailored path for investors

Specialist Funds (Pre-IPO / Cornerstone / Anchor)

  1. Help clients access scarce Pre-IPO, cornerstone and anchor allocations

  2. Via a licensed entity, offer discretionary, LPF and OFC routes

  3. Multiple completed cases, plus a pipeline of 100+ companies planning HK listings

Discretionary Account Portfolio Solutions

Managed by VGrowth's professional investment team, a discretionary account is an investment arrangement under which the team is authorized to make investment and trading decisions on behalf of clients within pre-agreed investment limits.

  1. Aggressive Portfolio — Primarily focused on IPO opportunities and equity funds Moderately Aggressive Portfolio
  2. Moderately Aggressive Portfolio — Primarily focused on equity funds and index ETFs Balanced Portfolio
  3. Balanced Portfolio — Primarily focused on bond funds and index ETFs Moderately Conservative Portfolio
  4. Moderately Conservative Portfolio — Primarily focused on cash management products and bond funds
  5. Conservative Portfolio — Primarily focused on cash management products

Risk Level: High → Low

  • Five portfolio strategies designed to suit different investment objectives and risk appetites. Available as either a lump-sum investment or a regular monthly investment plan.
  • Managed by an experienced investment team with extensive expertise in fund management and market research across global markets. Broad diversification across international markets to help mitigate risk.
  • Actively managed portfolios with regular reviews and adjustments based on market conditions. Investors can benefit from professional portfolio management without the need for day-to-day monitoring.

This document has been prepared by VGrowth Securities International Financial Group Limited (the "Company") solely for internal reference purposes. It does not constitute, and should not be construed as, an offer, invitation, or solicitation to subscribe for or purchase any financial product. If you require investment advice, you should consult your own professional legal, tax, and financial advisers. Without the prior written consent of the Company, this document may not be reproduced or distributed to any person outside the Company. Investment involves risks. Past performance is not indicative of future results. You should not make any investment decision solely on the basis of this document. This document has been prepared by the Company and has not been reviewed by the Securities and Futures Commission of Hong Kong (SFC).

Discretionary Account — IPO Participation

A licensed team screens and participates in new listings on the client’s behalf

  1. Sign the Mandate

    Open a discretionary account; agree scope and limits

  2. Screen Deals

    Assess whether a new issue or placing fits the mandate

  3. Subscribe

    Complete public-offer or placing subscriptions within limits

  4. Review Holdings

    Review positions after listing; adjust under the mandate

  • Open a Discretionary Account

    The client opens a discretionary account and agrees in writing the investable universe, per-trade cap and overall limit.

  • Team Execution

    We decide whether to join HK public offers, international placements and other IPOs, then complete subscription and post-deal review.

  • Professional and Convenient

    No need to track issue calendars, fill IPO forms, or place each order. Screening, execution and reviews are handled by the team.

  • Target Clients

    Investors who want IPO access but prefer a licensed team to select and execute.

Investment Advisory & Portfolio Solutions

  • Money Market Funds

    • Access to both SFC-authorized and non-authorized funds.

  • Bonds

    • Access to over-the-counter (OTC) bond markets.
    • A wide range of bond investment options, including: Government Bonds, Corporate Bonds, Company Bonds.

  • Cash Management

    • Supports cash accounts in three currencies: Hong Kong Dollar (HKD), Renminbi (RMB), U.S. Dollar (USD)
    • 24-hour online foreign exchange services.

  • Equities & ETFs

    • Access to securities listed on: Hong Kong Stock Exchange (including Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect), U.S. stock exchanges
    • Participation opportunities in: Pre-IPO Investments, Cornerstone Investments, Anchor Investments, Share Placements

  • Discretionary Portfolio Management

    • Five portfolio strategies designed to accommodate different risk profiles and investment objectives.
    • Globally diversified core asset allocation.

Margin Financing Services: Money market funds, bonds, equities, and ETFs are all eligible for margin financing facilities.

This document has been prepared by VGrowth Securities International Financial Group Limited (the "Company") solely for internal reference purposes. It does not constitute, and should not be construed as, an offer, invitation, or solicitation to subscribe for or purchase any financial product. If you require investment advice, you should consult your own professional legal, tax, and financial advisers. Without the prior written consent of the Company, this document may not be reproduced or distributed to any person outside the Company. Investment involves risks. Past performance is not indicative of future results. You should not make any investment decision solely on the basis of this document. This document has been prepared by the Company and has not been reviewed by the Securities and Futures Commission of Hong Kong (SFC).