• Unit Trusts

Unique 4-Step Cyclical Process

At the start of our journey, your financial background and goals will be evaluated before solutions across suitable asset classes are recommended. Thereafter, your portfolio will be reviewed and balanced every 6 to 12 months - in line with the markets and to adapt to your changing needs.

Tailored Investments

 

We have more than 450 funds from some of the most reputable fund houses to meet your specific investment needs. You can also choose from various investment methods like Cash, CPF or SRS.

Save On Switching Costs

 

Our unique Wrap Account allows you to switch in and out of any fund at no cost, whenever a rebalancing of portfolio is required. In return, you only need to pay an annual Wrap Fee of 1% on the value of your investments.

On-going Performance Analysis

Product recommendations are supported by an in-house investment team which reviews the unit trust funds’ risk characteristics and performance data on an ongoing basis.

Residential Status

  • Singapore Citizens, Permanent Residents or non-residents with valid work passes

Age Requirement

  • 18 years old and above

Minimum Subscription Amount

  • From S$1,000 onwards (this may vary across different funds)
  • Investments can also be made via cash, CPF & SRS

Click here to see the daily prices for Unit Trusts.

We have more than 450 funds from various fund houses including:

  • Aberdeen Asset Management Asia Ltd
  • Eastspring Investments (Singapore) Limited
  • J.P. Morgan Asset Management
  • BlackRock (Singapore) Ltd
  • Fidelity Worldwide Investment
  • UOB Asset Management
  • Allianz Global Investors Singapore Ltd
  • First State Investments (Singapore)
  • Schroder Investment Management
  • Franklin Templeton Investments (Including Shariah Compliant Funds)
  • Nikko Asset Management Asia Ltd

For the complete list of fund houses and prices, please click here.

The information provided herein is strictly for general information only and should not be considered as an offer, or solicitation, to deal in any of the unit trusts mentioned herein. Investors may wish to seek advice from a financial adviser before making a commitment to invest in units of the relevant fund. In the event that an investor chooses not to seek advice from a financial adviser, the investor should consider whether the fund is suitable for him. Investments in the unit trusts are not deposits or other obligations of, or guaranteed or insured by the Investment Manager or CIMB Bank Berhad. Investments are subject to investment and foreign exchange risks, including the possible loss of the principal amount invested. The value of the units and the income from them may fall as well as rise. The Investment Manager's past performance is not indicative of its future performance. Any forecast made is not necessarily indicative of future or likely performance of the unit trusts. All applications for units in the unit trusts must be made on the application forms accompanying the relevant prospectuses. Investors should read the prospectuses for details. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured.

The information contained within is accurate at the time of printing, but we are not responsible if there are any errors or missing information. If the document becomes out of date, we do not have to replace it. We are not responsible for any direct or indirect loss or damage arising in connection with, or as a result of, any person acting on any information provided in this document. Please do not reproduce or share any of the information in this document without the written permission of CIMB Bank Berhad.

Call Us
Personal Banking Hotline
Mon - Sun (9.00am - 9.00pm)
+65 6333 7777
Email Us
Drop us a note & we will respond
to you within 1 working day