invest•wise Fund Analytical Tools

Invest Wise Fund Services

DBS has powered up the invest•wise Fund Services in collaboration with the global fund research agency, Morningstar Associates, LLC (“Morningstar Associates”), to help you gain unique insights in order to capitalize on the global investment opportunities. Morningstar Associates employs stringent processes in screening funds for a broad range of markets and assets based on extensive research from quantitative, qualitative and fundamental analyses. Its asset allocations are constantly developed and refined to meet different investment appetites in pace with global market dynamics.

To assist you in analysing and comparing different funds with a sharper perspective, the invest•wise Fund Services features a complete array of online analytical tools comprising both quick and advanced search functions to help you grasp fund information or perform fund performance comparison with a few clicks.

 
 
Asset Allocation Model portfolios based on Morningstar Associates' asset allocation approach that diversifies across investment styles, sectors, asset classes and regions to match your financial needs and risk tolerance.
 
 
Fund Select List A list of DBS distributed funds selected by Morningstar Associates based on independent and objective analysis that involve quantitative and qualitative factors.
 
 
Fund Analyitcal Tools Fund Analytical Tools that feature quick /advance search, fund comparison and portfolio analysis functions to help you make your fund selection easier and quicker.
 
 

Morningstar Associates, LLC, a registered investment advisor registered with the United States Securities and Exchange Commission, a wholly owned subsidiary of Morningstar, Inc. provides consulting services to DBS Bank (Singapore) Limited (“DBSSG”). Any references to specific securities are for informational purposes only and therefore should not be considered a recommendation to buy or sell a security.

Morningstar Associates acts as consultant to DBSSG and does not provide advice to DBSSG investment clients. Neither Morningstar Associates nor Morningstar, Inc acts as an investment advisor to the client or customer of DBSSG. DBSSG has engaged the services of Morningstar to preserve the independence and objectivity of the analyses provided. Morningstar Associates does not have any discretionary authority or control over purchasing or selling securities or making other decisions for investors. The consulting services are for informational purposes only and does not constitute investment advice. Morningstar Associates does not provide individualized advice to any investor, does not determine client suitability, and does not take into account any information about any investor or any investor’s assets. Individual investors should ultimately rely on their own judgement and/or the judgement of a financial advisor in making their investment decisions. Morningstar Associates makes no warranties, expressed or implied, as to results to be obtained from the use of information it provides. Morningstar is not responsible for the presentation of fund performance statistics and other fund data.

DBS Disclaimer

  1. The published contents on this website and its links (the "Published Content") are meant to be informative and for general purposes only. It does not take into account your individual needs, investment objectives and specific financial circumstances. Nothing in the Published Content shall constitute an offer to sell or transact or solicitation of an offer to purchase or transact any investment fund or any other investment product and service.
  2. The Published Content is NOT and should NOT be considered as investment or professional advice. You should not rely on the Published Contents herein when making your investment decision and must carefully read the relevant prospectuses or offering statements, available at any DBS/POSB branch before deciding whether to subscribe for or purchase units in the fund(s). You may wish to seek advice from a licensed or an exempt financial adviser before making a commitment to purchase this product. In the event that you choose not to seek advice from a licensed or an exempt financial adviser, you should carefully consider whether the fund(s) is suitable for you.
  3. No part of the Published Content may be (i) copied or duplicated in any form, by any means, or (ii) re-distributed without the prior written consent of DBS. DBS shall have no liability for any misuse or unauthorised distribution of the Published Content. Further information on the Published Contents may be obtained upon request.
  4. Investments in funds involve risk. Past performance is not indicative of future performance. Any prediction, projection and forecast is not necessarily indicative of the future or the likely performance of the fund(s). The value of the units and the income accruing to the units in an investment fund (if any) may fall or rise. In the worst case scenario, the value of an investment fund can be worth nothing.

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