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Anonymous

09 Aug 2020

∙

What do you all think of the Amundi-OCBC Momentum Fund?

"Singapore's first fund with a built-in dollar cost averaging feature."

https://www.ocbc.com/personal-banking/investmen...

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Frankie Rappaport

09 Aug 2020

Relatively cheap (0.8% annually) for a unit trust

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one time sales charge 1.4-1.7%

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50% bond allocation, which in current times of low interest rates can be s huge disadvantage, some even expect a corporate bond crisis

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the standout criterium of DCA by the structural set up of the unit trust is marketed by the company, when DCA can be done much cheaper and more customized with cheap passive ETFs and periodic buying (cheapest: DIY, other: savings plan)

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