Anonymous

11 Mar 2020

∙

Can i select my own funds in the Endowus portfolio?

Do I have any say on what to invest in using my funds? Or does Endowus have 100% say in picking what to invest in?

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Shengshi Chiam, CFA

11 Mar 2020

Personal Finance Lead at Endowus

Hi Anon,

The Endowus portfolios, be it for CPF, SRS and Cash are advised portfolios, which means that we curate an equity and bond portfolio based on the most cost effective, tax efficient, and globally diversified funds for you to capture market returns.

We do offer customers with larger pool of wealth the option to have a different portfolio, but again, these are advised portfolios that are made up of funds that are constructed by us. The fund selection is part of the value we provide to customers!

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Endowus Fund Smart now allows us to customise our portfolio by choosing the funds with CPF, SRS and cash. Will you be trying Endowus Fund Smart or stay with their advised portfolios?

With endowus giving a smaller 0.3% access fee for SINGLE FUND using the fund smart option, are there any reason why I should keep my multiple fund portfolio using fund smart?

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