Unit Trusts

Invest•wise Fund Analytical Tools

Analyse and compare different funds with our suite of financial tools and insights from the experts.

Invest.Wise

Capitalise on global investment opportunities with unique DBS Investwise Fund Services, a suite of services and tools to help you invest better, in collaboration with global fund research agency, Morningstar Associates, LLC (“Morningstar Associates”).

Asset Allocation

Model portfolios based on Morningstar Associates' asset allocation approach. Assets are diversified across investment styles, sectors, asset classes and regions to match your financial needs and risk tolerance.

Fund Select List

A list of quality funds selected quarterly by the DBS Fund Selection Team. A Qualitative Approach is used to systematically analyse each fund’s characteristics, risk and performance to identify funds we believe can add value to your portfolio.

Fund Analytical Tool

A tool that lets you search for funds quickly, compare different funds, and analyses portfolios to help you make better decisions. Powered by Morningstar Associates.

CIO Quarterly

A quarterly piece written by the bank's Chief Investment Officer, which sets out the outlook on different asset classes, including stocks, bonds, commodities and currencies.

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.

How to Apply

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Disclaimer

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.

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.

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.

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.Investors should read the relevant product’s offer documents (Including the prospectus and Product Highlights Sheet, if any), before deciding to subscribe for or purchase any product.

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