Anonymous

12 Jun 2021

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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

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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.

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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.

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