Benefits & Features

• Benefits of Unit Trust Investments
  • Availability of Funds to cater to various risk profiles
  • Ability to invest in a diversified portfolio with minimum investment
  • Funds managed by full-time professionals
• What should I consider before investing in Unit Trusts?
  Before investing in any Unit Trust, ascertain the following
  • What is my financial objective?
  • What is my time horizon?
  • What is my risk appetite?
  • Do I have knowledge on the underlying security class?
• When is the right time to invest?
  • It is very difficult to be successful at market timing continuously over the long-run. For the average investor who does not have the time (or desire) to watch the market daily, there are good reasons to avoid market timing and focus on investing for the long-run. A disciplined investment on a regular basis provides long-term value on the long term.
• What if I am unable to invest a lump sum now?
  • With the feature of a regular savings plan, enjoy growth in your portfolio by taking advantage of “dollar cost average“(Refer to IMAS Guide for Personal Investing for definition) and a disciplined investment. Click here to know more on Regular Savings Plan
• Not a Professional Investor or Investment Savvy?
  • Invest in a wide range of funds with various risk appetites to take advantage of diversification and grow your wealth. Our Relationship Managers are always on hand to share their knowledge with you on how you can build an investment portfolio that befits your investment profile and risk appetite.
• For more information and guidance on Personal Investing & Unit Trusts, visit
  • Get started with investing (moneysense.gov.sg)
  DISCLAIMERS

  Investments in unit trusts are not bank deposits and unit trusts are subject to investment risk, including the possible loss of the principal amount invested. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Past performance is not necessarily indicative of future performance. Any forecast of prediction of markets or economic trends, which are targeted by a unit trust is not necessarily indicative of the future or likely performance of the unit trust. Prices can go up or down.

  This document is published for information and general circulation only and does not have regard to the specific investment objectives, financial situation and particular needs of any specific person. Investors may wish to seek advice from a financial adviser before making a commitment to purchase the unit trust. In the event that an investor chooses not to seek advice from a financial adviser, the investor should consider whether the unit trust in question is suitable for him.

Terms & Conditions Governing Collective Investment Schemes (Unit Trusts)

Investment Account Terms & Conditions

FAS Complaint Handling Process