Endowus has done extensive due diligence and analysis to make asset allocation and portfolio construction decisions to select the best-in-class funds for your customised portfolio. We have chosen some of the most respected global fund management companies with aligned interests in serving you, and who share our values and investment philosophy. We have carefully selected their best investment products that have exhibited solid long-term performance with consistent investment characteristics, and offer these at attractive institutional-level costs (including 100% Cashback on any trailer fees). These fund managers manage the underlying funds in your portfolio.
We may at times deploy other best-in-class funds from other fund management companies if we feel it is the best way to express our asset allocation views or if the additional funds improve the risk-return profile of the portfolio.
Funds in the Cash/SRS Portfolios
- Amundi Prime USA Fund
- Dimensional Global Core Equity Fund
- Dimensional Emerging Markets Large Cap Core Equity Fund
- Dimensional Pacific Basin Small Companies Fund
Fixed income funds
- PIMCO GIS Global Bond Fund
- Amundi Index Global Agg 500m Fund
- Dimensional Global Core Fixed Income Fund
- PIMCO GIS Income Fund
- PIMCO Emerging Markets Bond Fund
Funds in the CPF Portfolios (All Funds are on the CPF Investment Scheme (CPF-IS) included List of Unit Trusts)
- Lion Global Infinity Global Stock Index Fund
- Lion Global Infinity US 500 Stock Index
- First Sentier FSSA Dividend Advantage
- Schroder Global Emerging Market Opportunities Fund
Fixed income funds
Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, express or implied, is made regarding future performance. Any opinions expressed reflect a judgment at the original date of publication by us and are subject to change without notice.
The prospectus, profile statement, product highlight sheet, fund factsheet or other offer or product documents may contain references about the expected risk tolerance of their target investors. These are in no way indicative of how we at Endow.us have assessed your risk tolerance based on your stated objectives and financial situation. Endow.us accepts no responsibility for investment decisions made in response to the expected risk tolerance levels mentioned in the product or offer documents.