Anonymous

26 May 2021

∙

General Investing

POEMS vs Endowus for SRS investment

I am looking for IWDA equivalent to invest for my SRS. Based on my research, LionGlobal Infinity Global stock index fund is the closest that I can use for SRS.
Now im comparing which broker to use and narrowed down to POEMS and Endowus. POEMS don't have any fees so total fees is 0.74% (TER) vs Endowus is 0.86 (after trailer fees rebate). So I think I will go for POEMS instead.
Is there anything I missed out in comparing these 2 brokers?

Endowus POEMS by PhillipCapital

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Tan Choong Hwee

26 May 2021

Solutions Specialist at Providend

Your comparison of total fees for POEMS vs Endowus is correct. It is indeed lower cost investing in LionGlobal Infinity Global Stock Index Fund via POEMS.

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If I have SRS account with DBS, can I invest with other brokerages or banks? And can be more than one? Eg, SRS account in DBS but invest in OCBC plan and Endowus portfolio?

Which is your preferred method to best maximised SRS given that it is considered a long term "investment" for retirement. Stock Picking vs DCA Investing vs Regular Savings? Why did you choose that?

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