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UTRADE Robo

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Robo-Advisors/UTRADE Robo
Robo-Advisors/UTRADE Robo
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UTRADE Robo

Equities, Bonds, Unit trusts, Futures, Options, CFDs, Forex

INSTRUMENTS

0.5% to 0.88%

ANNUAL MANAGEMENT FEE

$5,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

UTRADE Robo

Equities, Bonds, Unit trusts, Futures, Options, CFDs, Forex

INSTRUMENTS

0.5% to 0.88%

ANNUAL MANAGEMENT FEE

$5,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

Details

UTRADE Robo UOB Kay Hian Robo-Advisor Review 2021

UTRADE Robo is a robo advisor by UOB Kay Hian.

UTRADE Robo helps deliver an automated fund management service that maximises investment return for each client's risk profile, which is determined by their financial objective, as well as risk tolerance.

  • Management Fees / Platform Fees/ Advisor Fees: 0.5% - 0.88% p.a. depending on your investment amount
  • Minimum Investment Amount: S$5,000
  • Methodology: Automated fund management service that maximizes investment return for each client's risk profile, which is determined by their financial objective and risk profile.
  • Investment Portfolios available: Global diversified curated ETFs across equities, fixed income and commodities.
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      Benefits and Features of UTRADE Robo

      • Methodology: Automated fund management service that maximizes investment return for each client's risk profile, which is determined by their financial objective and risk profile.
      • Investment Portfolios available: Global diversified curated ETFs across equities, fixed income and commodities.
      • Providing seamless access to multiple products and markets in each country, UTRADE Robo's sophisticated tools and technology offer investors the capability of trading across a broad range of securities, including stocks, bonds, unit trusts, futures, options, CFDs and forex.
      • Additionally, UTRADE is supported by a strong, dedicated research team, with award-winning analysts in place to impart the deep market knowledge clients need to navigate today's complex trading environments.
      • Offered by UOB Kay Hian, one of Asia's largest brokerage firms, you can trade with a peace of mind knowing that they are an associate company of the UOB Group.
      • Over 100 years of experience and expertise

      How does UTRADE Robo work?

      UTRADE will first get to know their investors via an online questionnaire, to understand your financial goals and risk profile.

      Next, they will carefully customise your portfolio with their software, optimising it based on your personal profile.

      After setting the account up, UTRADE Robo will continue to monitor and rebalance your portfolio whenever necessary.

      Thereafter, how UTRADE Robo invests will be based on this 6 step flow system:

      1. Identify the set of major asset classes which are investable
      2. Select low cost ETFs to represent each asset class
      3. Use Modern Portfolio Theory to allocate among the chosen asset classes to determine the maximum expected return for a given level of risk
      4. Establish the client's goals and risk profile to assign a suitable portfolio
      5. Implement and periodically rebalance the portfolio
      6. Recalibrate the risk level for the portfolio assigned to the client as the client progresses through their goals or if the client provides updates to their goals or risk profile

      Fees and Charges for UTRADE Robo

      • Minimum Initial Investment Amount: S$5,000.00 per portfolio
      • Minimum Subsequent Investment Amount: S$500.00

      Assets Under Management (AUM)

      Fees (%)

      AUM ≤ S$50,000

      0.88

      S$50,000 < AUM ≤ S$100,000*

      0.68

      AUM > S$100,000*

      0.50

      * The annual fee payable is calculated from the 1st dollar

      Contact UTRADE Robo

      • Visit UTRADE Robo's website for more information on their fees and how to apply
      • Tel: 6536 9338
      • Address: 8 Anthony Road, #01-01, Singapore 22995

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

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