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

 

Ride the tech wave with our new Fidelity Global Technology FundFind 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.

AB SICAV I – Low Volatility Equity Portfolio

Long-term outperformance with downside mitigation

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Allianz SGD Income Plus AM

Generating long-term capital growth and income

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FSSA Dividend Advantage Fund

Strong dividend growth prospects in Asia

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JPM Global Income A

Diversified income on a multi-level risk profile

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Legg Mason Clearbridge Global Infrastructure Income Fund

Secular growth with ESG play and provides inflation hedge

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PIMCO GIS Income Fund E

Strong case for fixed income

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Featured fund

Ride the tech wave with our new Fidelity Global Technology Fund

Get diversified tech exposure with a fund that invests in technology companies across the globe, with a consideration of ESG factors.

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
Three reasons why income investing works

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Income strategy update: Attractive yields, resilient returns

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Income investing without borders, bias and benchmarks

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What are unit trusts?

Read more 

Why “Corporate Karma” is crucial for your investment returns

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Rethinking investments

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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 February 2023.

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Start investing in Unit Trusts today