Unit Trusts

Get ahead with top fund ideas that are selected by our investment experts

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 within 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.

offers

Exclusive OCBC Unit Trusts Offer

40% off Sales Charge

To enjoy this offer, simply invest in any unit trust on OCBC Digital and apply the promo code “OCBC40” upon checkout. Promotion is valid for a limited time until 31 July 2022 and is applicable for both lump sum and Monthly Investment Plan (MIP) investments.

Terms and conditions apply.

Featured funds

Schroder Asian Income Fund

  • Access a wealth of Asian opportunities from as low as S$100 monthly
  • Invests in high quality Asian Equities and Fixed Income
  • Proven track record
  • 2Q Top Fund Idea

Learn more

Schroder Asian Income Fund

  • Access a wealth of Asian opportunities from as low as S$100 monthly
  • Invests in high quality Asian Equities and Fixed Income
  • Proven track record
  • 2Q Top Fund Idea

Learn more

Our Top Funds

Top fund ideas that truly matter

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

BlackRock ESG Multi-Asset Fund

Spotlight on sustainability.

Read more

Schroder Asian Income

Asia’s Resilience

Read more

Fidelity Global Dividend Fund

Focus on value play

Read more

FSSA Dividend Advantage

Capturing the Asia growth story

Read more

Allianz Global Sustainability Fund

Positive impact on society

Read more

Goldman Sachs Global Millennials Equity Fund

Investing in the Millennial effect

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 June 2022.

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Start investing in Unit Trusts today