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.

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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.

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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.

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Regular Savings Plan

A Regular Savings Plan (RSP) is a simple savings strategy that avoids having to time the market. Instead, it uses the natural cycles of the market to help investors grow their long-term wealth. There are many reasons to invest regularly. One of the key reasons is that it imposes a discipline on individuals to set aside part of their income every month for investing purposes. Read more - Why Invest Regularly: Part One

Start your seamless investment journey via eGiro:

eGIRO-4-steps

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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.

Grow your wealth, deepen your market insight

As your personal robo-adviser, UOBAM Invest is here to help you grow your financial wealth and deepen your market knowledge with the latest insights. Discover a wealth of content in UOBAM Invest brought to you by our partnership with financial content provider, Finimize. Simply log in to UOBAM Invest and share interesting reads that inspires you.

Share your knowledge with friends, even if they aren’t on UOBAM Invest.

Finimize

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)
0.00229%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

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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.