Unit Trusts

Why invest with us

Get fund recommendations

We only recommend unit trusts that are carefully selected, guided by the views of our Wealth Panel.

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Invest with ease

Compare, buy, sell and monitor unit trusts – all on one easy-to-use online platform.

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Make timely decisions

We send you updates via email or SMS, so you can act at the right time.

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Our past results

The performance of our fund recommendation over the years speaks for itself.

Our Balanced Model Portfolio produced 24.05%* total return since 31 August 2012.

Our Aggressive Model Portfolio produced 33.01%* total return since 31 August 2012.

Top fund ideas to grow your wealth

We share with you only top fund ideas that we are convinced of ourselves. Our quarterly ideas offer you top fund recommendations carefully selected by our Wealth Panel and Advisors.

  • BlackRock Global Multi-Asset Income Fund

    Ride out potential turbulence ahead with multi-asset strategies.

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  • Fullerton USD Income Fund

    Minimise single issuer risk with a diversified portfolio of bonds.

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  • LionGlobal Short Duration Bond Fund

    With Fed rate hikes in view, go for shorter duration bonds.

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  • Schroder Asian Equity Yield Fund

    Asia ex-Japan stocks lead global bourses amid Fed caution.

    Read more

  • Schroder Asian Income Fund

    Asia still resilient against the troubles of the developed world.

    Read more

See more funds

Promotion

Enjoy promotional sales charge of 0.88% (usually 1.5%) when you invest in Unit Trusts online.

Offer valid until 31 January 2017.
Start investing online now!

 

Terms and Conditions Governing the OCBC Online Unit Trusts Discount Promotion.

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How are our top funds selected?

Get fund recommendations

See our top funds ideas

Get only recommendations for unit trust funds we would buy ourselves.

Make informed decisions

Get clear and concise insights into markets from our OCBC Wealth Panel and Wealth Advisory teams.

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Information you need at a glance

Get the information you need to make a unit trust investment decision in one place. It’s simple and readable - so that you can focus on the big picture!

Invest the way you want

Start investing online instantly. Choose from affordable minimum lump sum investments of S$1,000 or monthly savings plans of S$100.

Make timely decisions

Monitor with ease

Keep an eye on all your investments through your online dashboard. See even your total unrealised profit or loss.

Get alerts

Receive updates through your online dashboard, SMS and email when we think your investments need your attention.

This Balanced Model Portfolio is suitable for an investor who focuses on earning moderate potential returns and accepts risk in both diversified and focused products. When investing in unit trusts, a balanced investor is likely to consider funds that are focused on a region or a few sectors.

This Aggressive Model Portfolio is suitable for an investor who focuses on achieving higher or significantly higher potential returns and are willing to accept the loss of some or all of your investment, or even more than your investment. When investing in unit trusts, an aggressive investor is likely to consider funds that are narrowly focused on a single country, sector or asset class.

This Balanced Model Portfolio is suitable for you if you are someone who focuses on earning moderate potential returns and accepts risk in both diversified and focused products. When investing in unit trusts, you are likely to consider funds that are focused on a region or a few sectors.

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.

Terms and Conditions Governing the OCBC Online Unit Trusts Promotion November 2015 (the “Promotion”)


  1. The promotion period is from 5th November 2015 until 31 December 2015 (both dates included) or such other period as may be determined by Oversea-Chinese Banking Corporation Limited (“OCBC”) in its absolute discretion (the “Promotion Period”).
  2. Customers who are eligible to receive prizes for any FRANK promotion involving unit trusts during the Promotion Period will not be eligible for this Promotion.
  3. You are eligible to receive a cashback reward during the Promotion if:
    1. You successfully purchase a Unit Trust through OCBC Online Banking; and
    2. The value of the purchase is at least $3500, including the sales charge; and
    3. You do not cancel or sell the Unit Trust purchase during the free-look period; and
    4. You are among the first 500 customers to do so during the Promotion Period; and
    5. You purchased the unit trust using cash from your current or savings account, not through your CPF Investment Account or Supplementary Retirement Scheme Account.
  4. If all the conditions above are met, a cashback of $50 will be awarded into the current or savings account that was debited for the purchase of the Unit Trust. The account must remain open and in good standing for the customer to receive the cashback.
  5. Each customer shall only be awarded with a maximum of one cashback during this Promotion.
  6. The rebate will be credited into the customer’s accounts within 3 months of the end of the Promotion Period.
  7. You cannot transfer or exchange the cashback for cash, or other benefits.
  8. OCBC Bank reserves the right at its absolute discretion to terminate this Promotion or vary, delete or add to any of these terms and conditions at any time without notice including without limitation, the eligibility of any customer and the dates of this Promotion.
  9. OCBC Bank’s decisions on all matters relating to this Promotion shall be final and binding on all participants. No correspondence or appeal shall be entertained by OCBC Bank.

IMPORTANT INFORMATION

Any opinions or views of third parties expressed in this material are those of the third parties identified, and not those of OCBC Bank. The information provided herein is intended for general circulation and/or discussion purposes only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Before you make any investment decision, please seek advice from your OCBC Relationship Manager regarding the suitability of any investment product taking into account your specific investment objectives, financial situation or particular needs. In the event that you choose not to seek advice from your OCBC Relationship Manager, you should carefully consider whether the product is suitable for you. This does not constitute an offer or solicitation to buy or sell or subscribe for any security or financial instrument or to enter into any transaction or to participate in any particular trading or investment strategy.

A copy of the prospectus of each fund is available and may be obtained from the relevant 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.

OCBC Bank, its related companies, their respective directors and/or employees (collectively ‘Related Persons’) may have positions in, and may effect transaction in the products mentioned herein. OCBC Bank may have alliances with the product providers, for which OCBC Bank may receive a fee. Product providers may also be Related Persons, who may be receiving fees from investors. OCBC Bank and the Related Person may also perform or seek to perform broking and other financial services for the product providers.

No representation or warranty whatsoever (including without limitation any representation or warranty as to accuracy, usefulness, adequacy, timeliness or completeness) in respect of any information (including without limitation any statement, figures, opinion, view or estimate) provided herein is given by OCBC Bank and it should not be relied upon as such. OCBC Bank does not undertake an obligation to update the information or to correct any inaccuracy that may become apparent at a later time. All information presented is subject to change without notice. OCBC Bank shall not be responsible or liable for any loss or damage whatsoever arising directly or indirectly howsoever in connection with or as a result of any person acting on any information provided herein. The information provided herein may contain projections or other forward-looking statements regarding future events or future performance of countries, assets, markets or companies. Actual events or results may differ materially. Past performance figures are not necessarily indicative of future or likely performance. Any reference to any specific company, financial product or asset class in whatever way is used for illustrative purposes only and does not constitute a recommendation on the same.

The contents hereof may not be reproduced or disseminated in whole or in part without OCBC Bank’s written consent.