Unit Trusts

Diversify your portfolio with our top fund ideas

Why you will love this

Access diversified portfolios across different markets

Your portfolio is taken care of by professional fund managers

Choose to invest monthly or with a lump sum

Purchase unit trusts with cash, CPFIS or SRS

 

Start 2023 with 23% off the sales charge when you invest in Unit Trusts onlineT&Cs apply.
Find out more

About Unit Trusts
What is a Unit Trust?

A unit trust, also commonly referred to as a mutual fund, is composed of a pool of monies from a group of investors, managed by a fund manager who then invests it in a variety of financial assets.

Learn more about Unit Trusts 

Our top fund ideas

Grow your wealth with fund ideas that have been carefully selected by our investment experts.

Allianz Global Sustainability

A global ESG shift

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BlackRock ESG Multi-Asset Fund

The spotlight on sustainability

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Fidelity China Focus Fund

Quality Chinese companies at cheap valuations

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Fidelity Global Multi-Asset Income

Diversifying income streams for stability

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FSSA Dividend Advantage Fund

Strong dividend growth prospects

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Legg Mason Clearbridge Global Infrastructure Income Fund

Building a green future

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Featured promotion

Start 2023 with 23% off the sales charge when you invest in Unit Trusts online

Grow your investments with us and enjoy savings! Simply apply the promo code “OCBC23” to enjoy 23% off the sales charge when you invest in Unit Trusts online from 1 to 31 January 2023.

Valid for lump sum or Monthly Investment Plan (MIP) investments made via OCBC Digital.

Terms and conditions apply.

Featured fund

Invest in an S&P 500 low-cost index fund from just 100 SGD/month

Looking for ways to invest in the U.S. market? Consider the Infinity U.S. 500 Stock Index Fund. It’s a low-cost passive index fund that tracks the S&P 500 index.

Fees and charges

How much will it cost me?
  • A one-time sales charge is applicable for lump sum investments.
  • A sales charge is applicable for recurring monthly investments into the fund.

Calculate online sales charge for me 

Do it yourself online

0.88% of investment amount
Invest via our OCBC Digital app or Online Banking to enjoy lower rates.

Receive expert advice

Up to 5% of investment amount
Hear expert advice from our personal financial consultants before you invest.

Articles
What are unit trusts?

Read more 

Why “Corporate Karma” is crucial for your investment returns

Read more 

Rethinking investments

Read more 

before you apply

Eligibility requirements

Minimum age

21 years old

Nationality

Non-U.S. citizens

Non-EU residents or persons not residing within the EEA




This advertisement has not been reviewed by the Monetary Authority of Singapore.
Information presented as of January 2023.

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Start investing in Unit Trusts today