Robo-investing,
your way

Whether you’re a savvy investor or just starting out, UOBAM Invest is your personal robo-adviser to help you build your future wealth.

UOBAM App Icon
Available on
Download on the App Store
Android App on Google Play
Structure 1

Why invest with us

Trusted asset manager for more than 30 years

Invest in our expertise and our long-term commitment to you. Whatever your financial goals are, we’re committed to helping you achieve them now and in the future.

Institutional fund management expertise at your fingertips

We take care of your hard-earned money with our institutional-grade fund management process and solutions because it is just as important as funds from big institutions.

Customised investing driven by technology

We’ve designed UOBAM Invest with customisation capabilities to build dynamic (and not static) portfolios based on your needs.

How UOBAM Invest works for you

UOBAM App Screen 1
UOBAM App Screen 2

Digital Adviser

Start your robo-investing journey with UOBAM Invest’s Digital Adviser to build a portfolio that best reflects your personal financial objectives after understanding your risk profile.

All screens shown are for illustration only. Any reference to any asset class is used for illustration or information purposes only and you should not rely on it for any purpose. Any prediction, projection or forecast shown is not indicative of future or likely performance of any portfolio.

Invest Graphic GIF

Invest

Your portfolio will be invested in ETFs which are diversified across asset classes such as equities, bonds, and money markets to receive returns in SGD.

You can ensure that your portfolio is closely attuned to your personal investment preferences by further adjusting your overall risk appetite.

Plan Graphic GIF

Plan

Planning to buy a house, saving for your children’s education, or for retirement? Select your goals in the Digital Adviser or create your own.

If you have no goals in mind, you can invest in general and build your wealth for the long term. Just tell us how long you plan to stay invested.

Save Graphic GIF

Save

Save for your goals by making a lump sum deposit or set up a regular contribution plan.

Track Graphic GIF

Track

Digital Adviser’s Portfolio Planner tool is the command centre where you monitor all your goals and stay on track.

A success probability for each goal will be generated and you can adjust it by contributing more money to your goal, increasing your investment duration or adjusting your risk level.

Embark on your investment journey

1
About you

Tell us your financial goals, investment time frame and complete an online risk assessment.

2
Customised investment portfolio

You will receive a customised investment portfolio that best suits your goals and preferences.

3
Financial goals

Input all your financial goals in the Digital Adviser’s Portfolio Planner where you can assess the probability of attaining your goals.

4
How you want to save

Decide how you want to save for your goals through a lump sum contribution or set up standing instructions for regular contributions.

5
Review portfolio

We’ll review and rebalance your portfolio so you stay relevant in different market cycles.

6
Monitor your investments

Monitor your investments wherever you are. If you have any questions, feel free to speak to our UOBAM representatives.

Our pricing

Digital Adviser Fees

Fees charged to Investors

S$25,000 and below

Above S$25,0002

Annual fee1 (inclusive of GST of 7%)
0.8% p.a.
0.6% p.a.
US Securities and Exchange Commission (SEC) fees (applies to sell trades for US-listed ETFs)
0.00221%3 of the value sold
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.

Notes:

  1. The annual fee is prorated and charged quarterly.
  2. The calculation for investment sums above S$25,000 is (total investment amount) x (annual fee of 0.6%).
  3. 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.

View our FAQs

No minimum investment amount icon

Start investing from S$1

No account opening or closing fees icon

No account opening or closing fees

Unlimited, free withdrawals icon

Unlimited, free withdrawals

Rebalancing, trading, platform fees are included icon

Rebalancing and platform fees are included

Customised portfolio icon

A customised portfolio to manage an unlimited number of investment goals

Pricing graphic

What’s more for you?

Our time, our long-term commitment to you and our investment expertise.

We have been around for decades and weathered market cycles with our investors. We’re here for you as you invest for the future.

Get UOBAM Invest now

UOBAM App Icon
Available on
Download on the App Store
Android App on Google Play