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Products Available at Endowus:
Why choose Endowus as your robo-advisor?
Strategic and passive in asset allocation, Endowus believes in maintaining and building portfolios according to your personal goals and comfort. Evidence-based investing is at the forefront of their investment methods.
Endowus portfolios can access the world’s stock and bond markets efficiently though global fund managers with the scale and proven track records to implement their strategies and manage your money. Fund managers in their portfolios include Vanguard, Dimensional, PIMCO, Schroders, First State, Legg Mason, UOB Asset Management, and more.
By accessing the institutional share-class of funds, having no sales fees, no transaction fees, and rebating 100% of trailer fee, Endowus is low cost and aligned with its clients as an independent fee-only financial advisor.
Your assets are securely held in your own name at UOB Kay Hian, Singapore’s largest broker.
CPF & SRS
0.40% flat fee for any amount
Up to S$200,000: 0.60%
S$200,001 to S$1,000,000: 0.50%
$1 million to $5 million: 0.35%
above $5 million: 0.25%
0.05% flat fee for any amount
Fees summary for Endowus
Endowus is a user friendly and flexible robo-advisor that allows CPF, SRS and cash investments. Additionally, Endowus also has the lowest fees among robo platforms that invest in unit trusts.
However, the minimum necessary account balance of S$10,000 might be a huge barrier for many. It is also only available via web.
Endowus is the first and only digital advisor for CPF, SRS, and cash savings. Led by Sam Rhee, previously CEO and Chief Investment Officer at Morgan Stanley Investment Management, Endowus aims to help investors invest holistically, conveniently and confidently with expert advice, all at an affordable price tag.
MAS Financial Advisers Licence no. 100066-1