This product is managed by OCBC Bank.
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OCBC RoboInvest is a robo-advisor powered by WeInvest that aims to make trading intelligent and simple for users.
OCBC RoboInvest is currently one of the most comprehensive and extensive robo advisory in Singapore with 33 thematic portfolios across 6 different markets to match every risk appetite. From beginner investors, low capital starters like first jobbers, to experienced investors - OCBC RoboInvest also allows you to choose investments of sizes and risk levels.
Your portfolios are carefully monitored and you will be notified if there are opportunities to rebalance your portfolio to better maximise your returns. The percentage allocation to each ETF is determined using OCBC's proprietary optimization algorithm and ETF-based portfolios are rebalanced semi-annually.
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Pinned by OCBC Bank
02 May 2020
Been some time since the last post while remaining as a passive reader, following all the posts. There are so many recommendations for robo investors in the market now and with this volatile and challenging market, I still prefer to stick to one that is linked to banks. (Some may exit the market and leave your hard earned money dangling. Something to think about carefully ) Ocbc has been doing fairly well and build a good reputation. It will still be my go to robo investor as I'm now searching for one.
07 Jan 2021
This is the reply i received from the roboinvest support: the dividend amount which is received towards your invested portfolios is added to your portfolio cash balance. The cash balances on a portfolio are used to meet any AUM charges and the balance is reviewed and invested/adjusted at the time of a Portfolio Rebalance or additional top-up.
Sherry Joanna Lee
19 Jan 2021
I agreed to a large extend. I called in the hotline to enquire if i had invested on my first attempt but theh were not trained so she said will get back to me by tomorrow. few hours later they called back and said I HAVE TO EMAIL MYSELF to enquire! I asked than what for you put a hotline there and she was a like a robot saying ask me to email myself
No Question Found.
There are 3 portfolios of varying risk levels to choose from:
Check out more trading options on OCBC RoboInvest's Website
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.
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:
Fees & Charges
OCBC RoboInvest Service Fee
0.88% per year on total value of your investments
Hong Kong Exchange
US Exchanges - NASDAQ, NYSE and AMEX
London Stock Exchange
Summary of the Exchange Fees & Charges
Contact us at [email protected] should you require any assistance or spot any inaccuracies.