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Anonymous

14 Sep 2023

∙

General Investing

Hi! Received this email from Endowus. Would you recommend that I make the following switch?

For Cash/SRS funded portfolios, we would recommend replacing the LionGlobal Infinity US 500 Stock Index Fund with the newly introduced BlackRock iShares US Index Fund. The BlackRock fund offers similar efficient passive exposure to the US equity market at a lower cost of 0.09%compared to the LionGlobal fund at 0.34%.

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Francis

01 Oct 2023

I have done similar switch before. It is good in the long term since cost is lowered.

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Ivora

23 Sep 2023

There will be switching fees etc. I am always skeptical of funds pushed by brokers/banks.

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Ian

19 Sep 2023

Nope

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Eiscue

17 Sep 2023

Nahh

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Financelearner

15 Sep 2023

If both portfolio roughly invest in the same stocks, you can consider moving since it can save you s...

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