From 1 July 2022 onwards, receive S$20 credit when you open an account and invest a minimum of S$500 with UOBAM Invest.

Terms and conditions apply.
Fund Direct Screen 1
Fund Direct Screen 4

What is
Fund Direct?

Fund Direct allows you to buy and sell selected unit trusts directly through UOBAM Invest app. This feature is targeted at intermediate investors who would like to choose their own fund without any investment advice.

All screens shown and reference to any asset class are for illustration or information only and should not be relied upon. Projections shown are not indicative of future or likely performance of any portfolio.

Benefits of Fund Direct

Personalise your portfolio
Personalise your portfolio

Enjoy investing, your way! You have the autonomy to choose what you would like to invest in.

Diversify your risks
Diversify your risks

Spread your risk by allocating investments in different asset classes so as to minimise market impact. As the saying goes "Don't put all your eggs in one basket".

List of Available Funds

Fund Direct Step 3

Start investing with Fund Direct

  • 1

    Login to UOBAM Invest

  • 2

    Select Fund Direct

  • 3

    Select the Fund(s) suitable for you

  • 4

    Transfer funds to your "Fund Direct account" via PayNow, eGIRO or internet banking

All screens shown and reference to any asset class are for illustration or information only and should not be relied upon. Projections shown are not indicative of future or likely performance of any portfolio.

Our Pricing

Fund Direct Fees

Annual fees may differ from fund to fund. Please refer to the respective fund profile within UOBAM Invest App (under Fund Direct) for the respective annual fee.

Notes:

  1. The annual fee is prorated and charged quarterly.
  2. Based on prevailing US Securities and Exchange Commission (SEC) fee rates and is subject to change from time to time without notice. Please refer to the SEC website for latest updates.

Get UOBAM Invest now

UOBAM App Icon
Download now
Download on the App Store
Android App on Google Play
This document is for your general information only. It does not constitute investment advice, recommendation or an offer or solicitation to deal in Exchange Traded Funds ("ETFs") or in units in any Unit Trusts ("Unit Trusts", ETFs and Unit Trusts shall together be referred to as "Fund(s)") nor does it constitute any offer to take part in any particular trading or investment strategy. This document was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. The information is based on certain assumptions, information and conditions available as at the date of this document and may be subject to change at any time without notice. If any information herein becomes inaccurate or out of date, we are not obliged to update it. No representation or promise as to the performance of the Fund or the return on your investment is made. Past performance of any Fund or UOB Asset Management Ltd ("UOBAM") and any past performance, prediction, projection or forecast of the economic trends or securities market are not necessarily indicative of the future or likely performance of the Fund or UOBAM. The value of any Fund and the income from them, if any, may fall as well as rise, and may have high volatility due to the investment policies and/or portfolio management techniques employed by the Fund. Investments in any Fund involve risks, including the possible loss of the principal amount invested, and are not obligations of, deposits in, or guaranteed or insured by United Overseas Bank Limited ("UOB"), UOBAM, or any of their subsidiary, associate or affiliate ("UOB Group") or distributors of the Fund. Market conditions may limit the ability of the platform to trade and investments in non-Singapore markets may be subject to exchange rate fluctuations. The Fund may use or invest in financial derivative instruments and you should be aware of the risks associated with investments in financial derivative instruments which are described in the respective Fund's prospectus. The UOB Group may have interests in the Funds and may also perform or seek to perform brokering and other investment or securities-related services for the Fund. Investors should read the Fund's prospectus, which is available and may be obtained from UOBAM or any of its appointed agents or distributors, before investing. You may wish to seek advice from a financial adviser before making a commitment to invest in any Funds, and in the event that you choose not to do so, you should consider carefully whether the Fund is suitable for you. Any reference to any specific country, financial product or asset class is used for illustration or information purposes only and you should not rely on it for any purpose. We will not be responsible for any loss or damage arising directly or indirectly in connection with, or as a result of, any person acting on any information provided in this document. Services offered by UOBAM Invest are subject to the UOBAM Invest Terms and Conditions.