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Anonymous

21 Sep 2020

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Investments in Endowus, is capped by the 35% CPFIS-OA limit?

I presume not, since their portfolios are considered "Unit Trusts"? The 35% cap is only imposed on shares, REITS, corporate bonds (as per here: https://www.cpf.gov.sg/assets/members/documents...)
Hence i could literally invest 100% of my OA (after setting aside the 1st 20k), into Endowus portfolios?

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Endowus

21 Sep 2020

Hi Anon,

You are right, Endowus helps you invest in Unit trusts, and you can invest all your investible CPF (anything above $20,000) with us.

You can read more about why Endowus is a great CPFIS investment solution here:

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