Overview
Key Highlights
Welcome Offer
S$20 referral credits
- Both referrer and referee receive S$20 management fee credits
- Referee must be new to OCBC RoboInvest
- Credits awarded 2 - 3 business days after first investment settles
- Unlimited referrals allowed per customer
Trading Costs
0.88% annual fee
- Fixed flat rate of 0.88% per year on total investment value
- Charged monthly based on calendar days in each month
- Same percentage for all investment amounts, no volume discounts
- Additional exchange fees vary by market (e.g. SGX clearing 0.0325%, US SEC 0.00221%)
Assets & Markets
38 themed portfolios
- Income, thematic, and risk-based strategies available
- Themes include Electric Vehicle, Cybersecurity, ESG, Impact Investing, Precious Metals
- Access to Singapore, US, UK, Hong Kong, Australia, Germany, France
- Risk levels from Cautious and Defensive to Aggressive
Why Choose?
27.13% top performer
- US Tech Sector portfolio delivered 27.13% annualized return
- Performance as of 31 August 2025
- Past performance not indicative of future results
- Multiple portfolios with strong historical performance
Regulation & Safety
OCBC Bank backed
- Backed by OCBC, one of Singapore's largest banks
- SDIC protection up to S$100,000 for SGD deposits in your OCBC account
- First bank in Southeast Asia to launch robo-advisory
- Custody and execution by Saxo Capital Markets, a licensed subsidiary of Saxo Bank A/S
Account Minimum
US$100 minimum
- Minimum investment from US$100 depending on portfolio
- Monthly Investment Plans available for 11 portfolios
- No minimum balance to maintain
- Flexible lump sum or monthly contributions, cancel anytime





