OCBC RoboInvest

Key Features
Reviews (133)
Discussions (0)
More Details

OCBC RoboInvest

Name: OCBC RoboInvest
Brand: OCBC Bank
Rating: 4 (133 reviews)

4.0

133 reviews

Claimed

This product is managed by OCBC Bank.

Summary

OCBC RoboInvest

OCBC RoboInvest is a robo-investment platform that aims to make investing intelligent, convenient and simple for users.

With 38 income, thematic and risk-based portfolios across 7 markets, OCBC RoboInvest is one of Singapore’s most comprehensive and extensive robo-investment platform accessible to everyone. Easily diversify and gain immediate access to various industries, regions and asset classes. 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 start with a Monthly Investment Plan (MIP) for selected portfolios.

Product Page Transparency

Claimed in December 2020

StashAway

4.7

1288 Reviews

Syfe

4.6

931 Reviews

Endowus

4.8

655 Reviews

AutoWealth

4.8

218 Reviews

Summary

OCBC RoboInvest

OCBC RoboInvest is a robo-investment platform that aims to make investing intelligent, convenient and simple for users.

Product Page Transparency

Claimed in December 2020

Plans (3)

Slide 1 of 3

OCBC RoboInvest Income Portfolio

Equities, Real Estate, Fixed Income, Cash

INSTRUMENTS

0.88%

ANNUAL MANAGEMENT FEE

USD2,000

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

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 Income Portfolio

Equities, Real Estate, Fixed Income, Cash

INSTRUMENTS

0.88%

ANNUAL MANAGEMENT FEE

USD2,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

Reviews (133)

4.0

133 Reviews

Service Rating

User Experience

4.2

Ease of Sign up

4.4

Customer Support

3.9

Lee Jun Wei
Posted 25 Jul 2023
Purchased
OCBC RoboInvest Focused Themes
OCBC AutoInvest has been a game-changer in my investment journey. This robo-advisory service offered by OCBC Bank provides a hassle-free and convenient way to grow my wealth through systematic investing.
0
What are your thoughts?
Arnaud Brolly
Posted 31 Jan 2023
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
I lost $10k...OCBC robot invest is a piece of shit, I lost too much money...don t go, even their proposed re-adjustment is crap [User Experience]
0
What are your thoughts?
Wang Teng Tian
Posted 04 Jun 2022
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
It is user friendly and easy to use. It is rather average and would reccommend that you take a look the costs and state out all of it before you make a decision.
0
What are your thoughts?
Nick Ong
Posted 18 Apr 2022
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
[Returns Rate] It the worst performance among the 5 investment profile i had tried. Rebalancing does not improve the return. There is also 1-2 hidden cost here and there. Not encouraging to use. No way to recover and can only bill out once the losses is improving.
0
What are your thoughts?
Ristrettz
Posted 14 Apr 2022
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
nothing special. just another bank product. Performance so so, not much of market updates or charisma.
0
What are your thoughts?
Financelearner
Posted 05 Apr 2022
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
[Returns Rate] The return so far was not satisfactory and it was even lower than other robo-advisor during the same period [Waiting Time] The processing time was rather fast [User Experience] The UI was not very user-friendly and need some improvement as there were too many click just to go to a page [Investment Method] It was fine [Others] The management fees was rather expensive
0
What are your thoughts?
WayneC
Posted 04 Feb 2022
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
Good interface but not very upfront. Lose money from dividends taxes without upfront notice. Should be made easier for investors
0
What are your thoughts?
Kai Kian Koe
Posted 21 Oct 2021
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
Roboinvest is super easy to use and very friendly. No hassle and easy to signup. A lot of nice portfolios to choose from!
0
What are your thoughts?
Jon
Posted 30 Sep 2021
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
Easy for those with OCBC account. Navigation and allocation is easy for beginners and those whom want a fast way to track.
0
What are your thoughts?
Leon
Posted 01 Sep 2021
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
They have an interesting array of portfolios, allowing me to invest in what I like. while the management fee is on the slightly higher side, I'm able to invest in the markets im most familiar with, allowing me to control my risks.
0
What are your thoughts?

Discussions (0)

No Posts Found.

Benefits and Features of OCBC RoboInvest

Choose from 38 portfolios across 7 markets. Explore the Income Portfolio and a wide range of themes, including Tech, Real Estate, Healthcare, Sustainability and more. OCBC RoboInvest also offers risk-based model portfolios across 6 risk profiles.
Smart portfolio rebalancing helps to ensure the optimal mix of investments
Get started with just USD$100, with a monthly investment option for selected portfolios - great for individuals who prefer to start with smaller investments. There is no lock-in period, meaning full or partial withdrawals are permitted anytime and without incurring any charges.
Invest conveniently and seamlessly via the OCBC Digital app and direct funding via an OCBC deposit account.

Fees and Charges for OCBC RoboInvest

OCBC RoboInvest charges 0.88% per year 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	Clearing Fee: 0.0325% of contract value with a maximum charge of S$9,999 (GST is applicable for Singaporeans and Permanent Residents)
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): 0.00221% 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	France - NYSE Euronext Paris 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

Eligibility: Who Can Use OCBC RoboInvest?

OCBC Current OR Savings account holders
Have access to OCBC Online Banking
18 years and above
Not applicable to US citizens or persons residing in the UK, EU,Russia, Belarus or within the EEA

Contact OCBC

Visit their website for more details on their portfolios, fees and more.

Contact us at [email protected] should you require any assistance or spot any inaccuracies.