Anonymous

20 Sep 2019

∙

General Investing

Hi, how do I track the performance of my DBS Unit Trusts?

I find that the DBS ibanking doesn't give you enough information to show how are your ongoing performance at least on a monthly basis. Does anyone have any good tip on how you track the performance and set goals for your unit trusts? Thanks

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Cedric Jamie Soh

20 Sep 2019

Director at Seniorcare.com.sg

DBS Unit Trusts that are owned by you can be viewed on your normal internet DBS banking.

Hence on desktop, you can have a view on the unit trusts under your purchase, at what price and when did you buy in, what's the current market price, what's your profit/losses etc.

I am using DBS iWealth, so it also shows me my leverage, my loan amount, interest, when is it due etc. It shows my unit trusts, my SGX stocks that I parked under DBS Vickers etc.

Don't visit your unit trust daily though. Sleep well, visit it maybe once every few months, you have a healthier lifestyle that way.

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