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JianHao Soo

02 Oct 2020

โˆ™

Robo-Advisors

Unit trust portfolio in Endowus?

Hi, understand that part of Endowus Portfolio consist of First State Dividend Advantage. With other platforms such as Dollardex available whereby they no do charge any platform or buy/sell fees, is investing this unit trust as our porfolio in Endowus more exp in the long run? Any possibility we can customise to say we don't want these unit trust with Endowus as we can 'purchase' at a cheaper price via Dollardex?

AMA Endowus

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Should we invest this unit trust as part of our porfolio on Endowus, given that there are alternative platforms like driving directions Dollardex that don't charge platform or buy/sell fees? Is there a way to specify that we do not want to hold these unit trusts with Endowus since they are available for 'buy' at a lower price via Dollardex?

This is the case if you invest in a single fund; however, we will use this to construct a globally diversified portfolio for your CPF-OA CPF-investment plan. By working with us, you'll have access to our expert guidance as well as a custom-created portfolio that is automatically optimized and rebalanced on a regular basis. You may invest money from a variety of different places, dordle and doing so is a breeze thanks to the platform's streamlined digital interface.

But Sam, you add a Platform fees. That increases the cost for investors. Ofcourse you need fees as a...

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