At a Glance

Unit Trusts can appeal to everyone – from young graduates to savvy investors. Best of all, Unit Trusts may help you to achieve your financial goals in line with your risk appetite.

Starting out your career

You are starting your career and have limited disposable cash. But you have a financial goal of sorts and are unsure how to fulfill it.

Your Goals

• Invest early and live comfortably later
• Start own business
• Buy first car or go on a dream holiday
• Save money for further studies

Why Unit Trusts work for you?

• Easy to start investing with just S$100 per month
• A form of outsourcing investment management to achieve your dreams
• Offers flexibility to cash out with evolving lifestyle needs

Building a family

You are planning for or had your first child and envision a comfortable future for the family. You also foresee higher household expenses and have increasing concerns to plan for the future.

Your Goals

• Upgrade to a bigger house
• Buy first car or upgrade to a larger one
• Build up a wealth nest for a better future
• Achieve financial security for family development and children’s education

Why Unit Trusts work for you?

• Offers a fuss-free investment that allows you to better focus on your career and family
• Allows better risk management
• Gives you access to funds when you need it most

Planning for financial security

You are getting comfortable in life and desire a sustainable investment growth while you enjoy your golden years.

Your Goals

• Continue to work, but at own pace
• Investment income matches or overtakes work income
• Explore a second career and pursue personal interest
• Engage in philanthropic endeavours
• Planning to leave behind a legacy for future generation(s)

Why Unit Trusts work for you?

• Provides diversification
• Offers opportunity to invest in high-priced assets/foreign markets that may otherwise be out of reach
• Allows convenience in rebalancing current investment portfolio with better positioned/yielding investment

Interested to find more about investing in Unit Trusts?

• Use Fund Search to select your preferred fund, then click ‘Buy Now’ to transact via digibank Online.
• Simply visit any DBS Branch and speak to our Wealth Planning Managers. Physical copies of the Unit Trust offer documents may be obtained from the branches.
• View the user guide for step-by-step instructions to using Funds on digibank.

Chat with our friendly Wealth Planning Managers now. (This chat service is available from 9am to 6pm on Mon to Fri, excluding Public Holidays.)

Get more Benefits

Earn bonus interest on your DBS Multiplier Account for every new Unit Trust purchased with cash, DBS CPFIA or DBS SRS Account. Find out more.