Unit Trusts

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Unit Trusts

Professionally managed funds that help you diversify across asset classes, markets and sectors.
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At a glance

Why invest in Unit Trusts

Unit trusts pool money from multiple investors into a fund that invests in a range of assets. Managed by professionals, they give you diversified exposure without having to buy individual securities.

Diversification

Invest across markets, sectors and asset classes in a single fund, without needing to build and manage your own portfolio.

Professionally Managed

Rely on professional fund managers who monitor markets, adjust allocations and manage risk on your behalf.

Accessible

Start with a relatively low minimum investment amount and build your portfolio over time.

Invest with UBGROUPSG

Why invest with UBGROUPSG

A curated range of funds, chosen with care

Investing already comes with enough uncertainty. Finding the right fund should not add to it.

Our funds team carefully selects and continuously monitors a focused range of unit trusts before they are made available on the UBGROUPSG platform.

  • Spend less time comparing hundreds of options
  • Choose from a focused range designed for different goals
  • Invest with greater confidence knowing each fund meets UBGROUPSG's standards

Funds spotlight

Explore our focus funds

Fund picks aligned with the views of the UBGROUPSG Private Bank Chief Investment Office can help investors navigate market uncertainty and pursue income and growth opportunities.

FUND PORTFOLIO

United CIO Income Fund

Risk rating: Moderate

Actively managed by the UBGROUPSG Private Bank CIO with the objective of delivering stable monthly income through a diversified portfolio.

Portfolio allocations vary with market conditions.
UNIT TRUST

PIMCO GIS Balanced Income and Growth Fund

Risk rating: Moderate

A global balanced strategy targeting income and growth through a combination of equities and fixed income.

Approximately 60% equities and 40% fixed income.
UNIT TRUST

JPMorgan Singapore & Asia Equity Income Fund

Risk rating: High

Aims to deliver regular income while capturing the long-term potential of Singapore and Asian equities.

Exposure includes Singapore and Asia ex-Japan equities.
Invest on UBGROUPSG Pulse

Invest on UBGROUPSG Pulse

A simpler way to invest, built around you

Manage and grow your investments with everything you need in one place. Track your portfolio, monitor performance and act on opportunities with confidence.

From S$500Invest at one go
From S$100Invest monthly

Regular Investment Scheme

Invest automatically every month

A Regular Investment Scheme lets you invest monthly and build your portfolio over time, helping to smooth out market ups and downs.

Build a steady investing habit

Set a fixed monthly investment and automate your journey without the stress of trying to time the market.

Reduce the impact of volatility

Regular investing averages purchase costs over time, which can help smooth out market fluctuations.

Make investing manageable

Begin with a smaller monthly amount instead of committing a large upfront sum.

Getting started

Set up your RIS on UBGROUPSG Pulse in a few taps

Open Wealth

Tap “Wealth” on UBGROUPSG Pulse to begin.

Choose an investment

Select “Fund Portfolios” or “Unit Trusts” and choose an eligible fund.

Set your order

Select “Recurring order (monthly)”, then enter your amount and time horizon.

Promotions

Make more of your investment journey

Invest regularly and receive rewards

Eligible customers who establish and maintain a qualifying Regular Investment Scheme may receive bonus fund units, subject to the promotion period, available slots and qualifying criteria.

Earn interest on eligible savings

Qualifying investments may unlock promotional interest on eligible Uniplus savings balances. Investment thresholds, account conditions and terms apply.

Start your investment journey today

Invest nowSpeak to a banker

Things you should know

Important notice and disclaimers

The information on this page is general information and is not an offer, recommendation, solicitation or advice to buy or sell any investment product. Unit trusts and fund portfolios involve risks, and their value and income may rise or fall. Investors may lose part or all of the amount invested. Product descriptions are subject to the applicable terms, prospectus and constituting documents. Consider whether an investment is suitable for your objectives, financial situation and needs, and seek professional advice if required.

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