RoboInvest

A smart and easy way to start investing

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OCBC RoboInvest

An all-in-one platform that helps to manage investments without having to interact with a human financial consultant. It is investment made simple for today's digitised world.

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Eligibility

  • OCBC Current OR Savings account holders
  • Have access to OCBC Online Banking
  • 21 years and above
  • Non-US Citizens
  • Available on both desktop and mobile

Leave the thinking to us

Optimise your investment with 3 key benefits

Access to local and global products

View 28 baskets of portfolios comprising stocks and ETFs, specially curated for you by OCBC's leading wealth experts.

Automated portfolio monitoring

Investing the usual way may bring you anxiety. We take some of that away with our intelligent portfolio management system, rebalancing your portfolios quarterly or biannually.

Safe and secure

Regardless of market conditions, your money comes first. We manage our investors' funds carefully for a truly hands- and worry-free experience.

Choose from these portfolios

Very Low -
Low Risk
Medium Risk
High -
Very High Risk

Defensive

The majority of this portfolio is allocated to bonds with only 20% allocated to equities for modest capital appreciation and a modest allocation of 5% to Gold.

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Fixed Income 73.88%
Equity 19.72%
Commodity 4.93%
Cash 1.47%

Cautious

The majority of this portfolio is allocated to bonds, with some exposure to Emerging market bonds. Allocation to US High Dividend stocks provides opportunity for yield as well as capital appreciation.

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Fixed Income 59.11%
Equity 34.49%
Commodity 4.93%
Cash 1.47%
1 - 2 of 2
Rates are subjected to change.

Balanced

Comprised of bonds with allocation to equities and ETFs that provides opportunities for capital appreciation, albeit at higher risk.

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Equity 49.25%
Fixed Income 39.40%
Commodity 9.85%
Cash 1.50%

Stable Singapore Giants

Benchmarked against the SPDR Straits Times Index ETF, this portfolio is designed to capture the performance of large cap stocks with relatively low volatility listed that are listed on the Singapore Exchange.

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Equity 98.46%
Cash 1.54%

All Weather

The portfolio allocation strategy is to hold different assets (equities, gold, long term bonds and short term bonds) to weather market volatility.

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Fixed Income 49.20%
Equity 24.60%
Commodity 24.60%
Cash 1.60%
1 - 3 2 of 3
Rates are subjected to change.

Stable Aussie Giants

Benchmarked against the SPDR S&P/ASX 200 FUND, this portfolio is designed to capture the performance of large cap stocks with low volatility in the All Ordinaries Index.

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Equity 98.43%
Cash 1.57%

Stable US Giants

Benchmarked against the SPDR S&P 500 ETF Trust, this portfolio is designed to capture the performance of large cap stocks with low volatility.

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Equity 98.55%
Cash 1.45%

Singapore Cash is King

Benchmarked against the SPDR Straits Times Index ETF, the stocks in this portfolio are screened by market cap, price to free cash flow and dividend yield.

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Equity 98.55%
Cash 1.45%

Singapore Stable REITs

Benchmarked against the SPDR Straits Times Index ETF, this portfolio is designed to capture the performance of Singapore Real Estate Investment Trusts (S-REITS).

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Equity 98.45%
Cash 1.55%

Growth

The majority of this portfolio is allocated to equities and commodities for potential to generate higher returns, albeit higher risk.

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Equity 64.04%
Fixed Income 24.63%
Commodity 9.85%
Cash 1.48%

Australian Financials

Benchmarked against the SPDR S&P/ASX 200 FUND, this portfolio is constructed from stocks in the All Ordinaries Index that are in the financial sector.

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Equity 98.45%
Cash 1.55%

Hong Kong Property

Designed to capture the performance of selected stocks in the Real Estate sector in the Hang Seng Composite Index, this portfolio is benchmarked against the Hong Kong Tracker Fund and pass our QVM (Quality, Value and Momentum) framework.

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Equity 98.40%
Cash 1.60%

Mainland European Technology

Designed to capture the performance of selected stocks in the Real Estate sector in the Hang Seng Composite Index, this portfolio is benchmarked against the Hong Kong Tracker Fund and pass our QVM (Quality, Value and Momentum) framework.

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Equity 98.50%
Cash 1.50%

UK Financials

Designed to capture the performance of selected stocks in the financial sector in the UK, this portfolio is benchmarked against the iShares Core FTSE 100 UCITS ETF and pass our QVM (Quality, Value and Momentum) framework.

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Equity 98.48%
Cash 1.52%

Stable US Healthcare Giants

Designed to capture the performance of large cap stocks with low volatility in the Health Care sector of the S&P 500 Index with only the top 50% of stocks from these sectors selected in order to confine the basket to large cap stocks. This portfolio is benchmarked against the SPDR S&P500 ETF Trust.

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Equity 98.56%
Cash 1.44%

Aggresive

The majority of this portfolio is allocated to equities that offer opportunities for significant capital appreciation, albeit at higher risk.

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Equity 68.97%
Fixed Income 14.78%
Commodity 14.78%
Cash 1.47%

Mainland Europe Financials

Designed to capture the performance of selected stocks in the financial sector in the sector in France and Germany, this portfolio is benchmarked against the iShares Euro Stoxx 50 UCITS ETF and pass our QVM (Quality, Value and Momentum) framework.

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Equity 98.50%
Cash 1.50%

US Tech Leaders

Designed to capture the performance of leading stocks with relatively high momentum in the Information Technology sector of the S&P 500 Index with only the top 50% of stocks from these sectors are selected in order to confine the basket to relatively larger stocks. This portfolio is benchmarked against the SPDR S&P500 ETF Trust.

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Equity 98.55%
Cash 1.45%

Resurgent Industrials

Designed to capture the performance of selected stocks in the S&P 500 that are likely beneficiaries of President Trump's emphasis on infrastructure development in the United States. This portfolio is benchmarked against the SPDR S&P500 ETF Trust.

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Equity 98.55%
Cash 1.45%

Australian REITs

Benchmarked against the SPDR S&P/ASX 200 FUND, this portfolio is designed to capture the performance of Real Estate Investment Trusts in the All Ordinaries Index.

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Equity 98.46%
Cash 1.54%

Yummy

Designed to capture the companies in the S&P 500 that derive a significant portion of their revenue from chocolate, snacks, fast food and non-alcoholic beverages. This portfolio is benchmarked against the SPDR S&P 500 ETF Trust.

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Equity 98.56%
Cash 1.44%

US Rising Rates

Constructed from Banks and Insurance stocks in the financial sector of the S&P 500 Index that are likely beneficiaries of rising interest rates in the United States, this portfolio is benchmarked against the SPDR S&P500 ETF Trust and pass our QVM (Quality, Value and Momentum) framework.

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Equity 98.56%
Cash 1.44%

Dogs of the Dow

Benchmarked against the SPDR Dow Jones Industrial Average ETF Trust, this is a thematic basket that is based on a simple and popular investment strategy that involves buying the 10 highest yielding stocks in the Dow Jones Industrial Average.

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Equity 98.50%
Cash 1.50%

Hong Kong Consumer

Designed to capture the performance of selected stocks in the Consumer Discretionary and Consumer Staples sector in the Hang Seng Composite Index, this portfolio is benchmarked against the Hong Kong Tracker Fund and pass our QVM (Quality, Value and Momentum) framework.

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Equity 98.45%
Cash 1.55%

Stable US Consumer Giants

Designed to capture the performance of large cap stocks with low volatility in the Consumer Discretionary and Consumer Staples sectors of the S&P 500 Index with only the top 50% of stocks from these sectors selected in order to confine the basket to large cap stocks. This portfolio is benchmarked against the SPDR S&P500 ETF Trust.

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Equity 98.56%
Cash 1.44%

Stable US Industrial Giants

Designed to capture the performance of large cap stocks with low volatility in the Industrial sector of the S&P 500 Index with only the top 50% of stocks from these sectors selected in order to confine the basket to large cap stocks. This portfolio is benchmarked against the SPDR S&P500 ETF Trust.

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Equity 98.55%
Cash 1.45%

Hong Kong Technology

Designed to capture the performance of selected stocks in the Information Technology sector in the Hang Seng Composite Index, this portfolio is benchmarked against the Hong Kong Tracker Fund and pass our QVM (Quality, Value and Momentum) framework.

Read more >
Equity 98.49%
Cash 1.51%
1 - 5 4 3 2 of 22
Rates are subjected to change.

What to do after you sign up

Whether you're a new or experienced investor, setting up and managing your portfolio with OCBC RoboInvest is easy, intuitive, and convenient.

Select a portfolio that fits your preference

Fund your RoboInvest portfolio from your OCBC deposit account

Sit back and relax while we do the work for you. Monitor your portfolio anytime.

Learn how your investments can benefit from RoboInvest

The investment solution for your busy life

Read More

5 reasons why OCBC RoboInvest is the perfect go-getter

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Higher returns with OCBC RoboInvest

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Fees & Charges

Service fee

0.88% per annum on total value of your investments held with OCBC RoboInvest.

Exchange Fees and Charges

Additional exchange fees and charges applies, which vary depending on the markets and trading channels used to execute the orders.

How to apply?

Set up your OCBC RoboInvest account

Or login here if you are an existing customer.

How to start?

Set up your OCBC RoboInvest account

Step 1: Log on to Internet Banking on your desktop

Step 2: Select "Investments & Insurance"

Step 3: Select "RoboInvest - ETFs & Equities"

Need help or have more questions?

Contact us at Support@OCBCRoboInvest.com if you have any enquiries.
Important information
  1. Sign up or login with OCBC Internet Banking or OCBC Mobile Banking app.
  2. This advertisement has not been reviewed by the Monetary Authority of Singapore.