OCBC Unit Trusts | What Are Unit Trusts | Mutual Fund Investment

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


New global bond fund with 0% sales chargeFind 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 

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

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Position for income and potential growth

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Amundi Funds Asia Income ESG Bond

Reinforce your income stability for the future

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FSSA Dividend Advantage Fund

Capturing the Asian growth story

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PIMCO GIS Income Fund

Seeking high current income

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Featured fund
Get potential income with the M&G (Lux) Optimal Income Fund

Get potential income with the M&G (Lux) Optimal Income Fund

Enjoy 0% sales charge when you invest in this OCBC exclusive offer with a potential monthly distribution of up to 6% p.a.*. This is a globally diversified bond fund with a proven track record that invests in government, investment grade corporate bonds and high yield bonds.

*Past performance is not necessarily a guide to future performance or returns. Dividend payments and dividend rate are not guaranteed. Based on disclosed distribution policy as set out in the fund’s prospectus.

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.

Ready to invest

Start investing in Unit Trusts today