| Fund Name | Brief Investment Scope | Minimum Amount | Fee | Launch Date | Fund PHS^/ Prospectus | ||
| Initial | Subsequent | Subscription | Management (p.a) | ||||
| Single Country Equity Funds | |||||||
| United Japan Growth Fund | Companies with assets or revenues being or derived from Japan | S$1,000 |
S$500 |
5% |
1.5% |
Aug 95 |
|
| United Japan Small And Mid Cap Fund – Class JPY | Investments in securities of small and medium capitalisation corporations listed, domiciled, or having substantial operations, in Japan. | ¥100,000 |
¥50,000 |
5% |
1.75% |
Mar 14 |
|
| United Japan Small And Mid Cap Fund – Class SGD | Investments in securities of small and medium capitalisation corporations listed, domiciled, or having substantial operations, in Japan. | S$1,000 |
S$500 |
5% |
1.75% |
Aug 14 |
|
| United Japan Small And Mid Cap Fund – Class SGD (Hedged) | Investments in securities of small and medium capitalisation corporations listed, domiciled, or having substantial operations, in Japan. | S$1,000 |
S$500 |
5% |
1.75% |
Aug 14 |
|
| United Japan Small and Mid Cap Fund – Class USD | Investments in securities of small and medium capitalisation corporations listed, domiciled, or having substantial operations, in Japan. | US$1,000 |
US$500 |
5% |
1.75% |
Jul 15 |
|
| United Singapore Growth Fund | Singapore Equities | S$500 |
S$500 |
5% |
1.0% |
Feb 90 |
|
| Sectorial Equity Funds | |||||||
| United Asia Consumer Fund | Companies which benefit from consumer growth in Asia (Ex Japan) | S$1,000 |
S$500 |
5% |
1.5% |
Oct 09 |
|
| United Asia Pacific Infrastructure Fund | Companies which carry on infrastructure-related businesses in the Asia-Pacific region | S$1,000 |
S$500 |
5% |
1.5% |
Oct 06 |
|
| United Asia Pacific Real Estate Income Fund | Primarily in units of REITs listed in the Asia Pacific region (including Japan, Australia and New Zealand) | S$1,000 |
S$500 |
5% |
1.5% |
Jun 13 |
|
| United Asia Pacific Real Estate Income Fund – Class USD | Primarily in units of REITs listed in the Asia Pacific region (including Japan, Australia and New Zealand) | US$1,000 |
US$500 |
5% |
1.5% |
Nov 13 |
|
| United E-Commerce Fund | To provide long-term capital growth by investing primarily in common stocks of equities and/or securities convertible into common stocks traded in Recognised Stock Exchanges around the world that are engaged in or are best positioned to benefit from their involvement in or support of e-commerce as may from time to time be determined by the Managers. | S$1,000 |
S$500 |
5% |
1.5% |
Apr 00 |
|
| United Global Financials Fund | Banks and financial institutions and other companies carrying on business in financial services | S$1,000 |
S$500 |
5% |
1.5% |
Jul 96 |
|
| United Global Healthcare Fund – Class SGD (Acc) | Companies in the healthcare industry | S$1,000 |
S$500 |
5% |
1.75% |
Aug 00 |
|
| United Global Healthcare Fund – Class USD (Dist) | Companies in the healthcare industry | US$1,000 |
US$500 |
5% |
1.75% |
Sep 15 |
|
| United Global IPO Fund | Combination of IPOs, post-IPO listed securities, interest bearing debt/deposits and pre-IPOs | S$1,000 |
S$500 |
5% |
1.5% |
Dec 04 |
|
| United Global Real Estate Securities Fund | Diversified exposure to the global real estate market | S$1,000 |
S$500 |
5% |
1.3% |
May 05 |
|
| United Global Resources Fund | Companies involved in resources, commodities and energy sector globally | S$1,000 |
S$500 |
5% |
1.5% |
May 06 |
|
| United Global Technology Fund | Global technology industry stocks, including IT, biotechnology and healthcare | S$1,000 |
S$500 |
5% |
1.75% |
Oct 97 |
|
| United Global Telecoms Fund | Companies engaged in the development, production or distribution of communications services or equipment in any part of the world | S$1,000 |
S$500 |
5% |
1.5% |
Aug 99 |
|
| United Gold & General Fund | Companies involved in the exploration of gold, precious metals, energy and base metals | S$1,000 |
S$500 |
4% |
1.5% |
Jul 95 |
|
| Diversified Equity Funds / Regional Equity Funds | |||||||
| United ASEAN Fund (formerly known as UniFund) |
Primarily in equity and equity-related securities of companies incorporated in, listed in, or derive a significant proportion of their revenue or profits from or have a significant proportion of their assets in, the Association of Southeast Asian Nations (ASEAN) | S$500 |
S$500 |
5% |
1.0% |
Jun 86 |
|
| United Asia Fund – Class SGD | Asian markets (uses MSCI Far East ex Japan as benchmark) | S$1,000 |
S$500 |
5% |
1.25% |
Apr 92 |
|
| United Asian Growth Opportunities Fund | Small capitalisation stocks and stock-related securities issued by corporations in the Asia Pacific region (ex Japan) | S$1,000 |
S$500 |
5% |
1.25% |
Aug 04 |
|
| United Asia Pacific Growth Fund | Asian equity markets including Japan, Australia and New Zealand | S$500 |
S$500 |
5% |
1.0% |
Apr 95 |
|
| United Asia Top 50 Fund | A concentrated portfolio of not more than 50 Asian companies that possess unique strengths and competitive edge | S$1,000 |
S$500 |
5% |
1.5% |
Nov 99 |
|
| United China- India Dynamic Growth Fund - Class SGD | Invests primarily in Chinese and Indian securities. | S$1,000 |
S$500 |
5% |
1.5% |
Feb 10 |
|
| United European Small and Mid Cap Fund | European small and mid companies | S$1,000 |
S$500 |
5% |
1.75% |
Apr 00 |
|
| United Greater China Fund | Companies with assets or revenues being or derived from Hong Kong, China and Taiwan | S$1,000 |
S$500 |
5% |
1.5% |
May 97 |
|
| United Global Dividend Equity Fund | To provide investors a source of income and capital appreciation by investing in a globally diversified portfolio of equity securities of companies that offer attractive dividend yields, combined with sound operating fundamentals, and consistent earnings growth. The Fund objective to make distributions on a regular basis (semi-annual) to the holders. | Prospectus |
|||||
| United Global Durable Equities Fund – Class SGD Acc/Dist | Seek total return consisting of capital appreciation and income over the long term by investing primarily in equity and equity-related securities of companies listed and traded on stock exchanges globally. | S$1,000 |
S$500 |
5% |
1.75% |
Aug 15 |
|
| United Global Durable Equities Fund – Class USD Acc/Dist | Seek total return consisting of capital appreciation and income over the long term by investing primarily in equity and equity-related securities of companies listed and traded on stock exchanges globally. | US$1,000 |
US$500 |
5% |
1.75% |
Aug 15 |
|
| United Global Quality Growth Fund - Class SGD Acc/Dist | The Fund seeks to provide long-term total return by investing in equity and equity-related securities of companies listed and traded on stock exchanges globally. | S$1,000 |
S$500 |
5% |
1.5% |
Nov 16 |
|
| United Global Quality Growth Fund - Class USD Acc/Dist | The Fund seeks to provide long-term total return by investing in equity and equity-related securities of companies listed and traded on stock exchanges globally. | US$1,000 |
US$500 |
5% |
1.5% |
Oct 16 |
|
| United Global Stable Select Equity Fund – Class Z SGD (Prior written approval is needed for investment into units of Class Z) |
The Fund seeks to achieve stable and consistent medium to long term capital appreciation by investing into global equities and equity-related securities while reducing volatility and risk. | S$500,000 |
S$100,000 |
0% |
0% |
Jun 16 |
|
| United International Growth Fund* | Companies listed on global emerging and developed markets | S$500 |
S$500 |
5% Cash 3% CPF (OA) |
1.0% |
Apr 95 |
|
| Bond Funds | |||||||
| United Asian Bond Fund – Class SGD | To provide stable current income and capital appreciation by investing in debt securities issued by Asian corporations, financial institutions, governments and their agencies (including money market instruments). | Prospectus |
|||||
| United Asian Bond Fund – Class USD | To provide stable current income and capital appreciation by investing in debt securities issued by Asian corporations, financial institutions, governments and their agencies (including money market instruments). | US$1,000 |
US$500 |
3% |
1.10% |
Apr 13 |
|
| United Asian High Yield Bond Fund – Class SGD (Acc/Dist) | High yield fixed income or debt securities (including money market instruments) issued by Asian corporations, financial institutions, governments and their agencies. | S$1,000 |
S$500 |
3%
|
1.25% |
Apr
13 |
|
| United Asian High Yield Bond Fund – Class USD (Acc/Dist) | High yield fixed income or debt securities (including money market instruments) issued by Asian corporations, financial institutions, governments and their agencies. | US$1,000 |
US$500 |
3%
|
1.25% |
May
15 |
|
| United Asian Local Currency Bond Fund – Class USD | To achieve a total return consisting of income and capital appreciation by investing primarily in local Asian currency denominated debt securities issued predominantly by Asian corporations, financial institutions, governments and their agencies and supranational institutions in the Asian markets | US$1,000 |
US$500 |
3%
|
1.25% |
Jul 13 |
|
| United Emerging Markets Bond Fund | Invests primarily in Emerging Markets debt | S$1,000 |
S$500 |
5%
|
1.75% |
Aug 01 |
|
| United Emerging Markets Local Currency Bond Fund | Local currency debt of Emerging Market countries that are benefiting from significant positive changes such as political and economic reforms, increases in capital inflows and investor confidence | S$1,000 |
S$500 |
5%
|
1.25% |
Oct 13 |
|
| United High Grade Corporate Bond Fund | Investment grade corporate bonds issued globally | S$5,000 |
S$1,000 |
3%
|
0.8% |
Jul
09 |
|
| United SGD Fund – Class A (Acc*/ Dist) SGD |
To achieve a yield enhancement over Singapore dollar deposits by investing substantially all its assets in money market and short term interest bearing debt instruments and bank deposits. | S$1,000 |
S$500 |
2% Cash 2% CPF (OA/SA) |
0.63% |
Jun 98 |
|
| United SGD Fund – Class A (Acc/Dist) USD Hedged | To achieve a yield enhancement over Singapore dollar deposits by investing substantially all its assets in money market and short term interest bearing debt instruments and bank deposits. | US$1,000 |
US$500 |
2% Cash |
0.63% |
Feb 16 |
|
| United SGD Plus Fund – Class A SGD (Acc/Dist) | To seek to maximise long term return through capital appreciation and/or income for investors by investing primarily in fixed income or debt securities. | S$1,000 |
S$500 |
3% |
0.90% |
Oct 17 |
|
| United SGD Plus Fund – Class A USD (Acc/Dist) Hedged | To seek to maximise long term return through capital appreciation and/or income for investors by investing primarily in fixed income or debt securities. | US$1,000 |
US$500 |
3% |
0.90% |
Oct 17 |
|
| United Singapore Bond Fund* | SGD or foreign currency- denominated bonds and fixed income/debt securities issued in Singapore by the government, statuary bodies, public and private entities | S$1,000 |
S$500 |
2% Cash 2% CPF (OA/SA) |
0.55% |
Nov 04 |
|
| Balanced Funds | |||||||
| GrowthPath Today | To provide income and short term capital appreciation for investors planning to begin to withdraw portion of their investment in the near future | S$1,000 |
S$100 |
3.5% |
0.80% |
Dec 02 |
|
| GrowthPath 2020 | To provide medium to long term capital appreciation for investors planning to begin to withdraw substantial portion of their investment approximately in the year 2020 | S$1,000 |
S$100 |
3.5% |
0.95% |
Dec 02 |
|
| GrowthPath 2030 | To provide long term capital appreciation for investors planning to begin to withdraw substantial portion of their investment approximately in the year 2030 | S$1,000 |
S$100 |
3.5% |
0.95% |
Dec 02 |
|
| GrowthPath 2040 | To provide long term capital appreciation for investors planning to begin to withdraw substantial portion of their investment approximately in the year 2040 | S$1,000 |
S$100 |
3.5% |
0.95% |
Dec 02 |
|
| United Asia Active Allocation Fund | Investments in Asian large, small cap equities, Asian fixed income and money market instruments. | S$1,000 |
S$500 |
5% |
1.5% |
Nov 07 |
|
| United G Strategic Fund | The Fund seeks to provide medium to long-term capital appreciation by strategic allocation of the Fund's asset in various investment corresponding to market condition. | S$1,000 |
S$100 |
5% |
1.2% |
Jul 10 |
|
| United Global Dividend Balanced Fund | Investments in global equities, global fixed income and money market instruments. | S$1,000 |
S$500 |
5% |
1.25% |
Nov 05 |
|
| Multi-Asset Funds | |||||||
| United Asian Income Fund – Class SGD Acc/Dist | To provide investors with regular income and capital appreciation over the medium to long term by investing primarily in equity and equity-related securities, real estate investment trusts (“REITS”) and debt securities, directly or indirectly, with a primary focus in the Asia Pacific region. | S$1,000 |
S$500 |
5% |
1.0% |
Apr 15 |
|
| United Asian Income Fund – Class USD Acc/Dist | To provide investors with regular income and capital appreciation over the medium to long term by investing primarily in equity and equity-related securities, real estate investment trusts (“REITS”) and debt securities, directly or indirectly, with a primary focus in the Asia Pacific region. | US$1,000 |
US$500 |
5% |
1.0% |
Apr 15 |
|
| United Income Focus Trust – Class SGD Acc/Dist | Seek to provide regular income to investors with a secondary focus on capital appreciation over the medium to long term by investing globally in a diverse set of traditional and alternative asset classes. | S$1,000 |
S$500 |
5% |
1.25% |
Nov 15 |
|
| United Income Focus Trust – Class SGD Acc (Hedged) / Class SGD Dist (Hedged) | Seek to provide regular income to investors with a secondary focus on capital appreciation over the medium to long term by investing globally in a diverse set of traditional and alternative asset classes. | S$1,000 |
S$500 |
5% |
1.25% |
Jul 16 |
|
| United Income Focus Trust – Class USD Acc/Dist | Seek to provide regular income to investors with a secondary focus on capital appreciation over the medium to long term by investing globally in a diverse set of traditional and alternative asset classes. | US$1,000 |
US$500 |
5% |
1.25% |
Nov 15 |
|
| Alternative Investments | |||||||
| United Asia Pacific Diversified Strategies Fund - Class SGD/ Hedged | To provide investors with long term capital appreciation by investing primarily in funds which use alternative investment strategies through a diversified multi-manager portfolio, with a primary focus in the Asia Pacific region. | S$1,000 |
S$500 |
5% |
1.75% |
Jun 18 |
|
| United Asia Pacific Diversified Strategies Fund - Class USD | To provide investors with long term capital appreciation by investing primarily in funds which use alternative investment strategies through a diversified multi-manager portfolio, with a primary focus in the Asia Pacific region. | US$1,000 |
US$500 |
5% |
1.75% |
Jun 18 |
|
| Money Market Funds | |||||||
| United SGD Money Market Fund - Class SGD | To provide a return which is comparable to that of Singapore dollar short-term deposits. | S$1,000 |
S$500 |
0% |
0.40% |
Jun 18 |
|
| United SGD Money Market Fund - Class USD (Hedged) | To provide a return which is comparable to that of Singapore dollar short-term deposits. | US$1,000 |
US$500 |
0% |
0.40% |
Jun 18 |
|
|