OCBC RoboInvest
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This product is managed by OCBC Bank.
Summary
Product Page Transparency
OCBC RoboInvest is a robo-advisor powered by WeInvest that aims to make investing intelligent, convenient and simple for users.
With 37 thematic and risk-based portfolios across 6 markets, OCBC RoboInvest is one of Singapore’s most comprehensive and extensive robo-advisors accessible to everyone. Easily diversify and gain immediate access to various industries, regions and asset classes by investing from as low as US$100 and with minimal effort. Portfolios are carefully monitored, and investors will be notified when opportunities to rebalance arise to better maximise returns.
Whether you’re just starting out or have some experience under your belt, begin investing from as low as US$100, with the option to set up a Monthly Investment Plan (MIP) for selected portfolios.
Popular Products
Plans (2)
OCBC RoboInvest Focused Themes
ETFs, Equities, REITs, Precious Metals (e.g. Future World, Impact Investing, Precious Metals)
INSTRUMENTS
0.88%
ANNUAL MANAGEMENT FEE
USD100
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
OCBC RoboInvest Diversified Portfolios (Risk-based)
ETFs, Equities, Bonds, Precious Metals (e.g. Defensive, Balanced, Growth)
INSTRUMENTS
0.88%
ANNUAL MANAGEMENT FEE
USD100
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
OCBC RoboInvest Focused Themes
ETFs, Equities, REITs, Precious Metals (e.g. Future World, Impact Investing, Precious Metals)
INSTRUMENTS
0.88%
ANNUAL MANAGEMENT FEE
USD100
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
4.0
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OCBC RoboInvest Diversified Portfolios (Risk-based)
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OCBC RoboInvest Diversified Portfolios (Risk-based)
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OCBC RoboInvest Diversified Portfolios (Risk-based)
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OCBC RoboInvest Diversified Portfolios (Risk-based)
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OCBC RoboInvest Diversified Portfolios (Risk-based)
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OCBC RoboInvest Diversified Portfolios (Risk-based)
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Popular Products
Choose from 37 portfolios across 6 markets to cater to your investment preference and risk appetite. Find out more on OCBC Robi-Invest website.
With 37 thematic and risk-based portfolios across 6 markets, OCBC RoboInvest is one of Singapore’s most comprehensive and extensive Robo-advisors accessible to everyone. Easily diversify and gain immediate access to various industries, regions and asset classes by investing from as low as US$100 and with minimal effort. Portfolios are carefully monitored, and investors will be notified when opportunities to rebalance arise to better maximise returns.
Whether you’re just starting out or have some experience under your belt, begin investing from as low as US$100, with the option to set up a Monthly Investment Plan (MIP) for selected portfolios.
The percentage allocation to each ETF is determined using OCBC's proprietary optimization algorithm. Portfolios are rebalanced at regular intervals to ensure that they stick to their target weightage and desired risk level.
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:
Exchange | Fees & Charges |
---|---|
OCBC RoboInvest Service Fee | 0.88% per year on total value of your investments |
Singapore Exchange |
|
Hong Kong Exchange |
|
US Exchanges - NASDAQ, NYSE and AMEX |
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London Stock Exchange |
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Europe Markets |
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Summary of the Exchange Fees & Charges
Contact us at [email protected] should you require any assistance or spot any inaccuracies.
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