Advertisement

Anonymous

12 Jun 2021

∙

General Investing

Did anyone invest both OA and SRS with Endowus? Do you use recommended portfolios or customised yourself? Any overlapping in the funds?

OA and SRS with Endowus

2

Discussion (2)

What are your thoughts?

Learn how to style your text

Tan Choong Hwee

12 Jun 2021

Solutions Specialist at Providend

I invest both OA and SRS with Endowus. Some are their advised portfolio and some customized. Certain funds like the Dimensional ones are only available for SRS and not OA. So, there are different compositions of funds, and there are overlaps.

Reply

Save

Wrong Sean

12 Jun 2021

I am using Endowus for both OA and SRS investments.
Using the recommended portfolios.

Both are global focus so composition of the portfolios are similar.

Reply

Save

Write your thoughts

Related Posts

Hi! Are you guys using srs and cpf oa to invest via endowus? Any recommendation which portfolio to consider investing in within endowus? Thank u so much for yr kind sharing!

Should I a) use my CPF OA funds to invest in Endowus or b) transfer my OA balance into SA to earn 4% interest? (Assume house is already bought and no other use for OA funds)?

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?

Started investing with 1) Cash: SWRD, 2) CPF-OA thru Endowus: Lion Global Infinity US 500 Stock Index Fund only, 3) SRS thru Endowus: Dimensional Global Core Equity Fund only. Does it look ok?

Hey! I‘m using Endowus, which helps us invest cash, CPF, and SRS in globally diversified portfolios at low cost. Join me to get an upsized S$50 off your Endowus Fee!

Related Products

Endowus

4.7

658 Reviews

Endowus Cash Investments Portfolio

Equities, Bonds

INSTRUMENTS

0.25% to 0.60%

ANNUAL MANAGEMENT FEE

$1,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

Related Posts

Hi! Are you guys using srs and cpf oa to invest via endowus? Any recommendation which portfolio to consider investing in within endowus? Thank u so much for yr kind sharing!

Should I a) use my CPF OA funds to invest in Endowus or b) transfer my OA balance into SA to earn 4% interest? (Assume house is already bought and no other use for OA funds)?

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?

Started investing with 1) Cash: SWRD, 2) CPF-OA thru Endowus: Lion Global Infinity US 500 Stock Index Fund only, 3) SRS thru Endowus: Dimensional Global Core Equity Fund only. Does it look ok?

Hey! I‘m using Endowus, which helps us invest cash, CPF, and SRS in globally diversified portfolios at low cost. Join me to get an upsized S$50 off your Endowus Fee!

Advertisement