Unit trusts, equities, and other ways to grow your money

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What are Unit Trusts

A unit trust is a fund composed of a pool of investors' money, invested by a Fund Manager in a variety of financial assets.

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Important notices

General disclaimer

  1. The opinions or views expressed in this document are expressed by the third parties identified, and do not represent our view.
  2. This information is intended for general circulation only. It does not consider the specific investment objectives, financial situation or needs of anyone.
  3. Before you make an investment, you should speak to your OCBC Relationship Manager who will assess whether the products are suitable to you based on your investment objectives, financial situation or needs.
  4. If you choose not to do so, you should consider if the investment product is suitable for you.
  5. We are not making an offer, solicit to buy or sell or subscribe for any security or financial instrument, enter into any transaction or participate in any trading or investment strategy with you through this document.
  6. We do not guarantee the accuracy of this information at any time. All of the information here may change any time without notice.
  7. We are not responsible for any loss or damage arising from this information.
  8. Investment involves risks. Past performance figures, predictions or projections are not necessarily indicative of future or likely performance. Actual performance may differ from the projections in this document.
  9. Any reference to a company, financial product or asset class is used for illustrative purposes and does not represent our recommendation in any way.
  10. The information in this document must not be reproduced or shared without our written agreement.
  11. We may have alliances with product providers, for which we may receive a fee. Product providers may also receive fees from investors.
  12. We may have performed or will perform broking and other financial services for the product providers.
  13. We and our related corporations and their directors and officers may have or take positions in securities mentioned in this document.

Unit trusts disclaimer

The information contained herein has been prepared by OCBC Bank, the issuer and manager of the fund. It is for general information only. It does not take account of your specific investment aims, financial situation or needs.

This is not a formal offer for this product. We are not recommending that you buy this product as you must first assess whether it is suitable for your investment needs. You should speak to a financial adviser before you buy an investment product. The financial adviser will look at your specific investment aims, financial situation and particular needs before advising you on whether the product is suitable for you. Of course, if you decide not to get advice from a financial adviser, you should consider carefully whether this product is suitable for you.

The investment objective of the fund is more particularly described in the fund prospectus. You can get a copy of the prospectus of the fund from the manager of the fund, or any of its approved distributors. You should read the prospectus for details of the fund before deciding whether to subscribe for, or buy, units in the fund. The value of the units in the fund and the income building up from the units, if any, may fall or rise.

The information in this document may contain projections or other predictions regarding future events or the future performance of countries, assets, markets or companies. These may be different from actual events or results. Past performance figures are not necessarily an indication of future or likely performance. Any reference to any specific company, financial product or asset class is used as an example only. The Bank, its related companies, their respective directors and/or employees (collectively “Related Persons”) may or might have in the future interests in the investment products or the issuers mentioned herein. Such interests include effecting transactions in such investment products, and providing broking, investment banking and other financial services to such issuers. The Bank and its Related Persons may also be related to, and receive fees from, providers of such investment products.

We have done all we can to make sure that this document is accurate at the time of printing, but we are not responsible if there are any errors or missing information. If the document becomes out of date, we do not have to replace it. We are not responsible for any direct or indirect loss or damage arising in connection with, or as a result of, any person acting on any information provided in this document. Please do not reproduce or share any of the information in this document without our written permission.

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