Choose how you want to invest digitally
Receive professional guidance, make your own investment choices, or both. Think of UOBAM Invest as your digital investment partner to help you achieve your company’s financial goals.
A customised portfolio based on your company’s investment goals, risk tolerance level and investment horizon. In addition, adjust your overall risk appetite or the level of exposure for each of the asset classes (e.g. low exposure to equity funds and high exposure to government bonds).1
A self-serve online service where you can make your own investment decisions and buy or sell UOBAM unit trusts.
Selected ETFs and UOBAM unit trusts.
UOBAM unit trusts.
Input your investment goals into the portfolio planner to get an overall view of your plan for up to 30 years. A forecast will be created and a success probability2 calculated for your plan.
Not applicable. However, you can actively monitor your company’s investments by accessing our funds’ performance data.
Quarterly rebalancing will take place and whenever you make a contribution or withdrawal.
S$500,000 (SGD account)
US$500,000 (USD account)
Fees charged to investors
Up to 0.8%
Note: Does not apply to the United SGD Money Market Fund.
US Securities and Exchange Commission (SEC) fees (applies to sell trades for US-listed ETFs)
0.00221% of the value sold
Note: Based on prevailing SEC fee rates and is subject to change from time to time without notice. Please refer to the SEC website for latest updates.
Fees charged by underlying Funds and ETFs
Underlying fund related fees (e.g. Management Fee, Trustee Fee, Valuation Fee etc.) payable out of the Funds to the Managers, the Trustee and other parties
Please refer to respective fund prospectus