Unit Trusts

Grow your portfolio with greater confidence

Why you will love this

Access our top fund ideas, carefully selected by our panel of investment experts.

Compare, buy, sell and monitor unit trusts with ease, all on our online platform

Make timely decisions with our SMS updates

Who can invest

Anyone above 21 years old

Non-U.S. citizen

Non-EU resident or person not residing with the EEA

A unit trust 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. 

Features and benefits
professional-fund-managers

Professional fund managers

with the experience, skills and resources to manage the portfolio on your behalf.

diversification of assets

Sell with ease

as most unit trusts can typically be sold on a business day.

Instantly access a diversified portfolio

Instantly access a diversified portfolio

at a fraction of the cost, without having to invest huge amounts of money in individual stocks, bonds or other assets.

icon-lump-sum-initial-benefit

Gain access to different markets

that may be difficult or expensive for you to invest in directly.

Making an investment

Lump sum investments

Lump sum investments

With lump sum investments starting from S$1,000 (minimum investment amount varies with funds), 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 or make use of our OCBC Momentum programme (available at OCBC Bank branches only) to spread your investment over a period of 6 or 12 months.

Ways to pay

Whether you choose a lump sum or monthly investments, you can purchase unit trusts using:

*Only selected funds

LIMITED TIME OFFER

Invest online for exclusive offers

Enjoy these offers:

  • Online exclusive sales charge capped at 0.88%*
  • Up to 1.2% wealth bonus interest on your OCBC 360 Account

Terms and conditions apply.
*Online exclusive sales charge offer is valid till 30 June 2020.

Our top funds

Top Fund ideas to grow your wealth

We only share fund ideas that truly matter. Our quarterly fund ideas bring you top fund ideas that have been carefully selected by our Wealth Panel and Advisors.

Lion-OCBC Global Core Fund

A low-cost alternative for those seeking to diversify portfolios

Read more

Schroder Asian Income Fund

Ride the wave of Asia’s transformation

Read more

Fidelity Global Multi-Asset Income Fund

Mitigate regional concentration risks with a global approach

Read more

Fullerton USD Income Fund

Minimise single issuer risk with a diversified bond fund

Read more

BlackRock Dynamic High Income Fund

Reduce asset correlations with unconventional financial instruments

Read more

First State Dividend Advantage

Don’t let the hubbub of regional politics turn you off Europe

Read more

before you apply

Eligibility requirements

Minimum age

21 years old

Nationality

Non-U.S. citizens

Non-EU residents or persons not residing with the EEA




This advertisement has not been reviewed by the Monetary Authority of Singapore.
Information presented as at 14 February 2020.

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