Infinity U.S. 500 Stock Index Fund
Invest in an S&P 500 Index Fund, starting from just $100 a month
An index fund designed to track the performance of the S&P 500.
Tracks the S&P 500
With the aim of replicating the S&P 500 Index as closely as possible, the fund holds a portfolio of approximately 500 quality names in the US including Apple Inc., Microsoft Corp., Alphabet Inc., Amazon.com Inc., and Tesla Inc.
Low-cost Passive Fund
The fund is designed to deliver the S&P 500 benchmark’s return at the lowest cost possible. The Infinity U.S. 500 Stock Index Fund has a low Annual Management Fee (AMF) of 0.475% p.a. as compared to other funds with AMF of 1-1.5% p.a; so more of your funds goes into investing.
Average returns
The U.S. 500 index fund has gone through several bull and bear markets as well as black swan events. Yet, this fund has managed to weather the storm and returned an average of 4.47% and 8.38% for the fund in SGD and USD* respectively, since its inception**.
*as of 31 July 2023, **30 May 2000.
Easily invest from your OCBC account
Save the hassle. Easily invest on the go via the OCBC Digital app, 24/7. Your investments will then be automatically made directly from your OCBC account.
Lump sum investment
With lump sum investments starting from S$1,000, you can immediately start taking advantage of prevailing market conditions.
Monthly investments
Regular investing of smaller amounts (also known as dollar-cost averaging) helps to reduce the overall volatility of your portfolio. Start from as low as S$100/month.
Whether you choose a lump sum or monthly investments, you can purchase the Infinity U.S. 500 Stock Index Fund using:
Cash
Supplementary Retirement Scheme (SRS)
Past performance
1-year
7.29%
3-year
11.42%
Information Technology
27.10%
Others
19.90%
Health Care
14.40%
Consumer Discretionary
10.90%
Financials
11.20%
Communication Services
8.80%
Industrials
7.70%
As of 31 May 2022
| Apple Inc. | 6.50% |
| Microsoft Corp. | 5.80% |
| Alphabet Inc. | 3.70% |
| Amazon.com Inc. | 3.00% |
| Tesla Inc. | 1.80% |
| Berkshire Hathaway Inc. | 1.60% |
| UnitedHealth Group Inc. | 1.30% |
| Johnson & Johnson | 1.30% |
| NVIDIA Corp. | 1.30% |
| Meta Platforms Inc. | 1.30% |
Fund details
Preliminary charge
0.88%
Subscription mode
Lump sum or regular savings plan
Important notices
Invest in the Infinity U.S. 500 Stock Index fund today
through OCBC Online Banking or
General disclaimer
This advertisement has not been reviewed by the Monetary Authority of Singapore.
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Before you make an investment, please seek advice from your Relationship Manager regarding the suitability of any investment product taking into account your specific investment objectives, financial situation or particular needs. If you choose not to do so, you should consider if the investment product is suitable for you, and conduct your own assessments and due diligence on the investment product.
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Graphs, charts, formulae and other devices
Investors should note that there are necessarily limitations and difficulties in using any graph, chart, formula or other device to determine whether or not, or if so, when to, make an investment.
Collective Investment Schemes disclaimer
- A copy of the prospectus of each fund is available and may be obtained from the fund manager or any of its approved distributors. Potential investors should read the prospectus for details on the relevant fund before deciding whether to subscribe for, or purchase units in the fund.
- The value of the units in the funds and the income accruing to the units, if any, may fall or rise. Please refer to the prospectus of the relevant fund for the name of the fund manager and the investment objectives of the fund.
- Investment involves risks. Past performance figures do not reflect future performance.
- Any reference to a company, financial product or asset class is used for illustrative purposes and does not represent our recommendation in any way.
For funds that are listed on an approved exchange, investors cannot redeem their units of those funds with the manager, or may only redeem units with the manager under certain specified conditions. The listing of the units of those funds on any approved exchange does not guarantee a liquid market for the units.
The indicative distribution rate may not be achieved and is not an indication, forecast, or projection of the future performance of the Fund.