Olivia

27 Jun 2021

∙

Anybody on UOBAM ROBO? - asset allocation and difference with SimpleInvest

I'm on UOBAM robo
1. What's the difference between this and the new SimpleInvest?
2. I'm on the most aggressive portfolio. It has 91% solely in SPDR DOW JONES US REITS ETF now compared to previously which are much more diversified. Is that weird? Nonetheless, I have had more than 10% returns for the year I spent with them so pretty ok with the returns.

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Tan Choong Hwee

27 Jun 2021

Solutions Specialist at Providend

UOBAM Invest and UOB SimpleInvest seems to be quite similar. I'm not on neither products, so my understanding is based on info on their respective webpage:

UOBAM Invest is a digital/robo advisor, which will customize a portfolio based on your risk profile, goals and preferences; whereas UOB SimpleInvest offers 3 portfolio (Liquidity/Income/Growth) for you to choose.
It is really depending on their investment strategy, where they may deem US REITs having greatest potential for high returns at the moment.

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With large investible assets (3M+), should we diversify them across different robo-advisors or consider consolidate them under one robo-advisor or even consider private banking for personalized fund?

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