CGS-CIMB eWealth Reviews and Comparison - Seedly
CGS-CIMB eWealth
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SeedlyTV EP05

Investments

REITs

CGS-CIMB eWealth

Kenneth Lou
Kenneth Lou, Co-founder at Seedly
Level 8. Wizard
Answered on 25 Jul 2019
Hi there, your link seems broken but I would think that if you are interested in a basket of REITs ETFs there are other 3 other common ones to also consider as well. Here are the 3 REIT ETFs to consider: Lion Philip S-REIT ETF: http://www.lionglobalinvestors.com/en/funds/lion-phillip-s-reit-etf/index.html NikkoAM-Straits Trading Asia Ex Japan REIT ETF: https://www.nikkoam.com.sg/etf/asia-ex-japan-reit-sgd Phillip SGX APAC Dividend Leaders REIT ETF: https://www.poems.com.sg/pcm-etf/
About CGS-CIMB eWealth
OperationsCGS-CIMB Securities (Singapore) Pte. Ltd. Company Reg No.: 198701621D
MethodologyGoal Investing - CGS-CIMB Optimised Risk Premia (CORP) Thematic Investing - CGS-CIMB Quantitative Thematic (CQT)
FeesGoal Investing - AUM (per annum) 0.80%-0.50% Thematic Investing - AUM (per annum) 0.80%-0.50% Brokerage 0.18% (no minimum) Re-balancing 0.18% (no minimum)
MinimumSGD 3,500

About CGS-CIMB eWealth

CGS-CIMB eWealth is part of CGS-CIMB Securities International Pte. Ltd. CGS-CIMB eWealth boasts an award-winning team of over 100 research analysts covering over more than 700 stocks across small, mid and large market capitalizations.

How It Works

CGS-CIMB eWealth describes its process as simple as signing up, fund & invest and watching your investments grow.

CGS-CIMB eWealth has 2 forms of investing, Goal Investing & Thematic Investing.

Goal Investing

CGS-CIMB Optimised Risk Premia (CORP): CGS-CIMB’s 3-step portfolio construction process

  • Risk & Return
  • In which there is a core focus on diversification and long term results

2. Screen & Select

  • In which CGS-CIMB will review hundreds of ETFs globally to select the best mix for optimal market (Beta) returns.

3. Optimise & Customise

  • In which ETFs are used to design 5 different risk portfolios for optimum results

Thematic Investing

CGS-CIMB Quantitative Thematic (CQT): CGS-CIMB’s 3-step portfolio construction process

  • Select A Theme
  • In which CGS-CIMB will select a theme and identify the investments universal within that theme.

2. Rank The Stocks

  • In which quantitative screening will be applied and stocks will be chosen that rank highly on Quality, Value and Momentum

3. Build Portfolio

  • A thematic portfolio will be constructed based on selected stocks.

CGS-CIMB eWealth’s Fee Structure

Goal Investing

  • Brokerage Fee on Entry and Exit: Waived
  • Brokerage Fee on Rebalancing: Waived
  • Custody Fee: Waived
  • Up to SGD 25,000: 0.80%
  • SGD 25,001-50,000: 70%
  • SGD 50,001-100,000: 0.60%
  • Above SGD 100,000: 0.50%

Investment Strategy

  • Brokerage Fee on Entry and Exit: 0.18%
  • Brokerage Fee on Rebalancing: 0.18%
  • Custody Fee: Waived
  • Up to SGD 25,000: 0.80%
  • SGD 25,001-50,000: 70%
  • SGD 50,001-100,000: 0.60%
  • Above SGD 100,000: 0.50%

Additional Info

For more info, you can visit CGS-CIMB eWealth’s website here and FAQ here.