OCBC RoboInvest Reviews and Comparison - Seedly
 

OCBC RoboInvest

  • Overview
  • Reviews (108)
  • Questions (0)
  • More Details
Robo-Advisors/OCBC RoboInvest
Robo-Advisors/OCBC RoboInvest
OCBC RoboInvest
4.2
108 reviews

USER RATINGS

User Experience

4.4

Ease of Sign up

4.5

Customer Support

4.1
Robo-Advisors/OCBC RoboInvest
OCBC RoboInvest
4.2
108 reviews

USER RATINGS

Read reviews

User Experience

4.4

Ease of Sign up

4.5

Customer Support

4.1

OCBC RoboInvest

0.88% p.a.
PRICING
$3,500
MINIMUM INVESTMENT
Web and Mobile App
PLATFORMS

    OCBC RoboInvest

    0.88% p.a.
    PRICING
    $3,500
    MINIMUM INVESTMENT
    Web and Mobile App
    PLATFORMS

Details

Operations

OCBC Pte Ltd.

Methodology

OCBS conducts a comprehensive analysis of all ETFs listed in the US, followed by screening for suitable ETFs using various qualitative and quantitative criteria (assets under management, expense ratio, historical performance, liquidity, underlying instruments etc). The percentage allocation to each ETF is determined using OCBC's proprietary optimization algorithm and ETF-based portfolios are rebalanced semi-annually.

Read More about OCBC RoboInvest
Reviews (108)

4.2

108 Reviews

  • 5
    38
  • 4
    58
  • 3
    10
  • 2
    2
  • 1
    0

Read Review About...

user experience

customer support

return rate

investment method

email otp

easy understand

ocbc account

onboarding experience

waiting time

returns decent

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  • Posted on 07 Nov 2019

    Purchased

    OCBC RoboInvest

    [User Experience] I'm not sure that I am getting the best returns though RoboInvest and would prefer dividends to be re-invested - but apart from that I would recommend this investment option as one part of a larger portfolio
    0 comments
    0
  • Posted on 06 Nov 2019

    Purchased

    OCBC RoboInvest

    User experience so far has been pleasant and interface is user friendly. Would be good if a mobile app is developed.
    0 comments
    0
  • Posted on 06 Nov 2019

    Purchased

    OCBC RoboInvest

    do far so good. my time using the platform is short, hardly anything to share with. will update when time come.
    0 comments
    0
  • Posted on 06 Nov 2019

    Purchased

    OCBC RoboInvest

    Easy to use and comprehend, especially with the categorization of portfolio types into the different risk levels. Transfer of cash into the portfolio is quick. Easy to monitor performance of my investment product and I can cash out easily when I need to.
    0 comments
    0
  • Posted on 06 Nov 2019

    Purchased

    OCBC RoboInvest

    Pros: Easy to use. Makes decent returns within last six months. Cons: Does not have an app to view / purchase. OTP sometimes take a long while to reach my email.
    0 comments
    0
Questions (0)

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About OCBC RoboInvest

Eligibility:

  • OCBC Current OR Savings account holders
  • Have access to OCBC Online Banking
  • 21 years and above
  • Non-US Citizens

Portfolios Offered by OCBC RoboInvest

There are 3 portfolios of varying risk levels to choose from:

  • Very Low - Low Risk
    - Defensive Portfolio (Fixed income 73.88%, Equity 19.72%, Commodity 4.93%, Cash 1.47%)
    - Cautious Portfolio (Fixed income 59.11%, Equity 34.49%, Commodity 4.93%, Cash 1.47%)
  • Medium Risk
    - Balanced Portfolio (Fixed income 49.25%, Equity 39.40%, Commodity 9.85%, Cash 1.50%)
    - Stable Singapore Giants Portfolio (Equity 98.46%, Cash 1.54%)
    - All Weather Portfolio (Fixed income 49.20%, Equity 24.60%, Commodity 24.60%, Cash 1.60%)
  • High - Very High Risk
    - Stable Aussie Giants Portfolio (Equity 98.43%, Cash 1.57%)
    - Stable US Giants Portfolio (Equity 98.55%, Cash 1.45%)
    - Singapore Cash is King (Equity 98.55%, Cash 1.45%)
    - Singapore Stable REITs Portfolio (Equity 98.45%, Cash 1.55%)
    - Growth Portfolio (Fixed income 24.63%, Equity 64.04%, Commodity 9.85%, Cash 1.48%)
    - Australian Financials Portfolio (Equity 98.45%, Cash 1.55%)
    - Hong Kong Property Portfolio (Equity 98.40%, Cash 1.60%)
    - Mainland European Technology Portfolio (Equity 98.50%, Cash 1.50%)
    - UK Financials Portfolio (Equity 98.48%, Cash 1.52%)
    - Stable US Healthcare Giants (Equity 98.56%, Cash 1.44%)
    - Aggressive Portfolio (Fixed income 14.78%, Equity 68.97%, Commodity 14.78%, Cash 1.47%)
    - Mainland Europe Financials Portfolio (Equity 98.50%, Cash 1.50%)
    - US Tech Leaders Portfolio (Equity 98.55%, Cash 1.45%)
    - Resurgent Industrials Portfolio (Equity 98.55%, Cash 1.45%)
    - Australian REITs Portfolio (Equity 98.46%, Cash 1.54%)
    - Yummy Portfolio (Equity 98.56%, Cash 1.44%)
    - US Rising Rates Portfolio (Equity 98.56%, Cash 1.44%)
    - Dogs of the Dow Portfolio (Equity 98.50%, Cash 1.50%)
    - Hong Kong Consumer Portfolio (Equity 98.45%, Cash 1.55%)
    - Stable US Consumer Giants Portfolio (Equity 98.56%, Cash 1.44%)
    - Stable US Industrial Giants Portfolio (Equity 98.55%, Cash 1.45%)
    - Hong Kong Technology (Equity 98.49%, Cash 1.51%)

Method of investing for OCBC RoboInvest

OCBS conducts a comprehensive analysis of all ETFs listed in the US, followed by screening for suitable ETFs using various qualitative and quantitative criteria (assets under management, expense ratio, historical performance, liquidity, underlying instruments etc). The percentage allocation to each ETF is determined using OCBC's proprietary optimization algorithm and ETF-based portfolios are rebalanced semi-annually.

Minimum investment and fees for OCBC RoboInvest

OCBC RoboInvest charges 0.88% per annum on the total value of your investments.

Additional exchange fees and charges varies depending on the markets and trading channels used to execute the orders. A summary of the exchange fees and charges are as follows:

Singapore Exchange

  • Clearing Fee: 0.0325% of contract value with a maximum charge of S$9,999 (GST is applicable for Singaporeans and Permanent Residers)
  • Trading Fee: 0.0075% of contract value.

Hong Kong Exchange

  • Stamp Duty: 0.1% of contract value
  • Exchange Fee: 0.077% of contract value

US Exchanges - NASDAQ, NYSE and AMEX

  • SEC Fees (For Sell only): 0.0013% of gross execution proceeds

London Stock Exchange

  • Stamp Duty (For Buy only): 0.5% of contract value
  • Levy: Panel for Takeovers and Mergers (PTM) levy of GBP 1 is applied on buy and sell transactions where the Gross Value of the trade exceeds GBP 10,000

Europe Markets

  • Financial Transaction Tax (For Buy only): 0.3% of contract value for large cap stocks. The full list of the 109 affected Stocks can be found in the official application decree (French)

OCBC Contact Info

Email: [email protected]

Exchange

Fees & Charges

Singapore Exchange

  • Clearing Fee: 0.0325% of contract value with a maximum charge of S$9,999 (GST is applicable for Singaporeans and Permanent Residers)
  • Trading Fee: 0.0075% of contract value.

Hong Kong Exchange

  • Stamp Duty: 0.1% of contract value
  • Exchange Fee: 0.077% of contract value

US Exchanges - NASDAQ, NYSE and AMEX

  • SEC Fees (For Sell only): 0.0013% of gross execution proceeds

London Stock Exchange

  • Stamp Duty (For Buy only): 0.5% of contract value
  • Levy: Panel for Takeovers and Mergers (PTM) levy of GBP 1 is applied on buy and sell transactions where the Gross Value of the trade exceeds GBP 10,000

Europe Markets

  • Financial Transaction Tax (For Buy only): 0.3% of contract value for large cap stocks. The full list of the 109 affected Stocks can be found in the official application decree (French)

Summary of the Exchange Fees & Charges

OCBC Contact Info

Email: [email protected]