Dan

30 Mar 2020

∙

For Endowus, why is PIMCO bonds fund chosen over Dimensional bonds fund?

How is PIMCO bonds fund vs Dimensional bonds fund performance during this past month? Thanks!

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Shengshi Chiam, CFA

26 Mar 2020

Personal Finance Lead at Endowus

Hi Dirl,

We choose to use PIMCO funds because they allow us to be diversified across credit, geographies and be invested in government bonds. The range of dimensional bond funds in SGD hedged is limited.

We do not compare performance because we priortise exposure over returns, even though we do compare funds of the same exposure for long term performance when it has a long enough track record.

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Started investing with 1) Cash: SWRD, 2) CPF-OA thru Endowus: Lion Global Infinity US 500 Stock Index Fund only, 3) SRS thru Endowus: Dimensional Global Core Equity Fund only. Does it look ok?

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