Primarily to draw the outline of an efficient portfolio.
To navigate you towards the right type and nature of investments.
Align your risk ability and capacity with your investment goals and time horizon to build a portfolio best suited for yourself.
Selecting the right fund to invest in can be challenging for an individual investor. Therefore, establishing your investment goal, the amount of risk you are willing to take, and the time frame to remain invested will help shortlist funds to invest in.
Funds can differ in range of assets, geography, industry and more. While there is a wide spectrum of funds available in the market, they can be viewed to serve two broad investment goals: investing for income (income funds) and investing for growth (growth funds).
When investing in funds, you should think about possible exposure across asset types, geography and industry. By diversifying across countries, you can reduce geographical risks resulting from political strife, civil unrest and foreign tensions, as well as gain from upside in other unaffected or lesser affected markets. Similarly, diversifying across industries can lower risk in unfavourable market conditions affecting a particular sector’s performance, and its impact may be cushioned by the other lesser affected or better performing industries. Different combinations of equity, fixed income and alternative exposure can give rise to different levels of portfolio risk to cater to various investor profiles.
Use the Fund Search tool to view and select your preferred funds.
For Funds on the DBS OFI platform.
For Unit Trusts using CPF/SRS account.
Note: If you need physical copies of the Unit Trust offer documents, please speak to your relationship manager.
To open a Wealth Management Account for trading.
Phone - 1800 221 1111
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