| Unit Trust |
Investment Scope |
Minimum Investment Sum |
Subsequent Investment Sum |
Management Fee (p.a.) |
Launch Date |
|
Single Country Equity Funds
|
| UniFund * |
Singapore & Malaysian equities |
S$500 |
S$500 |
1.00% |
April 1986 |
| United Commodity Plus Fund (SGD)
|
The investment objectives of the fund are to achieve long term capital appreciation through investments linked to the performance of underlying indices and fixed income securities. |
S$1,000 |
S$500 |
1.50% |
May 2008 |
| United Commodity Plus Fund (USD)
|
The investment objectives of the fund are to achieve long term capital appreciation through investments linked to the performance of underlying indices and fixed income securities. |
US$1,000 |
US$500 |
1.50% |
May 2008 |
| United Growth Fund* |
Singapore equities |
S$500 |
S$500 |
1.00% |
December 1989 |
| United Japan Growth Fund* |
Companies with assets or revenues being or derived from Japan |
S$1,000 |
S$500 |
1.50% |
July 1995 |
|
Sectoral Equity Funds
|
| United Asia Pacific Infrastructure Fund |
Companies in the infrastructure-related business in Asia Pacific |
S$1,000 |
$500 |
1.50% |
September 2006 |
| United Global Capital Fund |
Banks, financial institutions & other companies carrying on business in financial services |
S$1,000 |
S$500 |
1.50% |
June 1996 |
| United Global Healthcare Fund* |
Companies in the healthcare industry |
S$1,000 |
S$500 |
1.75% |
July 2000 |
| United Global Internet Fund |
Pure Internet & Internet-related companies as well as old economy companies benefiting from the Internet |
S$1,000 |
S$500 |
1.75% |
May 2000 |
| United Global Technology Fund |
Global technology industry stocks, including IT, biotechnology and healthcare |
S$1,000 |
S$500 |
1.75% |
September 1997 |
| United Global Telecoms Fund |
Companies engaged in the development, production or distribution of communications services or equipment in any part of the world |
S$1,000 |
S$500 |
1.50% |
July 1999 |
| United Gold & General Fund |
Companies involved in the exploration of gold, precious metals, energy and base metals |
S$1,000 |
S$500 |
1.50% |
June 1995 |
|
Diversified/Regional Equity Funds
|
| United Asian Growth Opportunities Fund |
To achieve long-term capital growth by investing primarily in small capitalisation stocks and stock-related securities issued by corporations in the Asia Pacific region (excluding Japan) |
S$1,000 |
S$500 |
1.25% |
15 June 2004 |
| United APEC Equity Fund |
APEC member countries |
S$1,000 |
S$500 |
1.50% |
November 1995 |
| United Asia Fund* |
Asian markets (uses MSCI Far East ex Japan as benchmark) |
S$1,000 |
S$500 |
1.25% |
March 1992 |
| United Asia Top-50 Fund* |
A concentrated portfolio of not more than 50 Asian companies that possess unique strengths and competitive edge |
S$1,000 |
S$500 |
1.50% |
October 1999 |
| United European Small Cap Fund |
European smaller companies |
S$1,000 |
S$500 |
1.75% |
February 2000 |
| United European Equity Fund* |
European markets |
S$1,000 |
S$500 |
1.75% |
July 1997 |
| United Global IPO Fund |
To achieve medium to long-term capital appreciation by investing in 3 segments of global IPO opportunities: Pre-IPOs, Global IPO placements and Post IPOs. |
S$5,000 |
S$500 |
1.50% |
18 October 2004 |
| United Global Unifem Singapore Fund |
Mainly in companies that show a commitment to empowerment of women in any part of the world |
S$500 |
S$100 |
1.50% |
November 1999 |
| United Greater China Fund* |
Companies with assets or revenues being or derived from China, Hong Kong & Taiwan |
S$1,000 |
S$500 |
1.50% |
April 1997 |
| United International Growth Fund* |
Companies listed on global emerging and developed markets |
S$500 |
S$500 |
1.00% |
March 1995 |
| United Regional Growth Fund* |
Asian equity markets, including Japan, Australia & New Zealand |
S$500 |
S$500 |
1.00% |
March 1995 |
|
Bond Funds
|
| United GEMs Portfolio (S$) |
Primarily emerging markets debt investments and products |
S$1,000 |
S$500 |
1.75% |
July 2001 |
| United Global Bond Fund (S$) |
Sovereign global bonds rated 'A' by Standard & Poor's or 'A2' by Moody's (or their equivalent) |
S$1,000 |
S$500 |
1.00% |
September 1998 |
| United Global Bond Fund (US$) |
US$1,000 |
US$500 |
1.00% |
September 1998 |
| United International Bond Fund |
Global bonds and money market instruments |
S$1,000 |
S$500 |
0.50% |
April 1995 |
| |
|
Global Balanced Funds
|
| United Sure Balanced Fund |
Provides investors with regular distributions and long-term growth through investments in global equities, global fixed income and money market instruments. |
S$1,000 |
S$500 |
1.25% |
October 2005 |
| GrowthPath Today |
To provide income and short term capital appreciation for investors planning to begin to withdraw portion of their investment in the near future |
S$1,000 |
S$100 |
0.80% |
October 2002 |
| GrowthPath 2010 |
To provide medium to long term capital appreciation for investors planning to begin to withdraw substantial portion of their investment approximately in the year 2010 |
S$1,000 |
S$100 |
0.95% |
October 2002 |
| GrowthPath 2020 |
To provide medium to long term capital appreciation for investors planning to begin to withdraw substantial portion of their investment approximately in the year 2020 |
S$1,000 |
S$100 |
0.95% |
October 2002 |
| GrowthPath 2030 |
To provide long term capital appreciation for investors planning to begin to withdraw substantial portion of their investment approximately in the year 2030 |
S$1,000 |
S$100 |
0.95% |
October 2002 |
| GrowthPath 2040 |
To provide long term capital appreciation for investors planning to begin to withdraw substantial portion of their investment approximately in the year 2040 |
S$1,000 |
S$100 |
0.95% |
October 2002 |
| United Millennium Trusts I |
Global equities, bonds & cash. Policy mix: 40% equities, 60% bonds |
S$1,000 |
S$100 |
1.50% |
April 1999 |
| United Millennium Trusts II |
Global equities, bonds & cash. Policy mix: 60% equities, 40% bonds |
S$1,000 |
S$100 |
1.50% |
April 1999 |
| United Millennium Trusts III |
Global equities, bonds & cash. Policy mix: 80% equities, 20% bonds |
S$1,000 |
S$100 |
1.50% |
April 1999 |
| |
|
Capital Guaranteed Funds
|
| United Capital Guaranteed Funds - Series 1** |
Balanced portfolio of fixed income instruments and global equities |
S$1,000 |
N.A. |
0.65% |
November 2000 |
|
Capital Protected Funds / Structured Funds
|
| United Capital Protected Funds - Series I* |
Combination of fixed income instruments and call options structured to benefit in a selective manner from the upside of the Basket of Stocks. |
S$1,000 |
N.A. |
1.00% |
February 2003 |
| United Capital Protected Funds - Series 2 (S$) |
Combination of fixed income instruments and call options structured to benefit in a selective manner from the upside of the Basket of Stocks. |
S$1,000 |
N.A. |
Up to 1.00% |
May 2003 |
| United Capital Protected Funds - Series 2 (US$) |
Combination of fixed income instruments and call options structured to benefit in a selective manner from the upside of the Basket of Stocks. |
US$1,000 |
N.A. |
Up to 1.25% |
May 2003 |
| United Multi - Strategy Funds - DiversiGrowth (S$) |
To provide investors with minimum annual or bonus dividends for the first 5 years. At maturity, investors can expect 100% of their invested capital or bonus maturity payout. |
S$1,000 |
N.A. |
0.1% p.a |
18 Jan 2005 (Closes on 28 Feb 2005) |
| United Multi - Strategy Funds - DiversiGrowth (US$) |
To provide investors with minimum annual or bonus dividends for the first 5 years. At maturity, investors can expect 100% of their invested capital or bonus maturity payout. |
US$1,000 |
N.A. |
0.1% p.a |
18 Jan 2005 (Closes on 28 Feb 2005) |
|
UOB Optimix Funds
|
| UOB Optimix Affluence Fund |
To provide medium to long-term capital appreciation by investing in leading companies in the pharmaceutical, healthcare, leisure, entertainment and wealth management sectors. |
S$1,000 |
S$500 |
1.50% |
April 1997 |
| UOB Optimix Asian Bond Fund |
To provide long-term capital growth by investing in portfolio of fixed income instruments traded in and issued by issuers deriving from the Asian Region and denominated predominantly in hard (USD) currencies. |
S$1,000 |
S$500 |
1.00% |
March 2000 |
| UOB Optimix Continuous Click Fund S&P 500 - SGD* |
Offer investors a participation in the upside potential of the S&P Index through investing in an options strategy (participation), while offering a degree of protection by investing in money market instruments of high quality issuers. The balance between options and money market investments is set at 10:90 and is re-balanced monthly. |
S$1,000 |
S$500 |
0.00% |
July 2000 |
| UOB Optimix Contrarian Fund |
To provide long-term capital growth adopting a contrarian stance in investing in securities that have been excessively sold down due to investors' pessimism. |
S$1,000 |
S$500 |
1.50% |
November 1997 |
| UOB Optimix E-Commerce Fund* |
To provide long-term capital growth by investing in a portfolio of shares listed and traded on major stock exchanges worldwide, of companies that are engaged in or best positioned to benefit from their involvement in or support of e-commerce. |
S$1,000 |
S$500 |
1.50% |
March 2000 |
| UOB Optimix SGD Fund* |
To provide capital growth and liquidity by investing its assets substantially in SGD deposits and other interest bearing instruments that are approved from time to time by CPF Board. |
S$1,000 |
S$500 |
0.50% |
May 1998 |
| UOB Optimix Sure Fund* |
To provide steady capital appreciation and consistent income distribution by investing in a globally diversified portfolio of mostly equities based on consistent earnings growth and regular dividend payout. The fund aims to pass on dividend on a regular basis (semi-annual) to the unit holders. |
S$1,000 |
S$500 |
1.50% |
March 2001 |
| UOB Optimix Worldwide Bond Fund* |
To provide long-term capital growth by investing substantially all of its assets in fixed income instruments rated single 'A' or better by rating agencies such as Moody's, S&P, Fitch IBA, Thomson Bankwatch or Duff and Phelps. |
S$1,000 |
S$500 |
1.00% |
May 1998 |
| UOB Optimix Worldwide Equity Fund* |
To provide long-term capital growth by investing in common stocks and preference shares of listed companies in established and emerging stock markets around the world. |
S$1,000 |
S$500 |
1.25% |
May 1998 |
* Using cash and/or funds from CPF Ordinary Account
** Using cash and/or funds from CPF Ordinary Account and/or Special Account |
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