Infinity U.S. 500 Stock Index Fund

Invest in an S&P 500 Index Fund, starting from just $100 a month

Why you will love this

Single index fund that tracks the performance of the S&P 500

4.3% p.a* over the past 20 years since the fund’s inception on 30 May 2000

Get started from as little as S$100/mth

Who can apply

Anyone between 21 and 68 years old

Non-U.S Citizen

Non-EU resident or person not residing in EAA

An index fund designed to track the performance of the S&P 500.

Reasons to invest
Tracks 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., Inc., and Tesla Inc.

Low-cost Passive Fund

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.

Consistent returns

Consistent 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 4.3%* since its inception**.

*as of 31 May 2022, **30 May 2000.

Easily invest from your OCBC account

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.

Making an investment

Lump sum investment

Lump sum investment

With lump sum investments starting from S$1,000, you can immediately start taking advantage of prevailing market conditions.

Monthly investments

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.

Ways to pay

Whether you choose a lump sum or monthly investments, you can purchase the Infinity U.S. 500 Stock Index Fund using:

how it works

Past performance





Figures shown are cumulative and not an indication of future performance.
Information Technology




Health Care


Consumer Discretionary




Communication Services




As of 31 May 2022

Apple Inc. 6.50%
Microsoft Corp. 5.80%
Alphabet Inc. 3.70% 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%
As of 31 May 2022
Before you invest

Fund details

Preliminary charge


Subscription mode

Lump sum or regular savings plan

ready to invest?

Invest in the Infinity U.S. 500 Stock Index fund today