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Endowus Fund Smart: Dividend equity funds in focus
Our Endowus Fund Smart platform provides access to Best-in-Class funds that are carefully selected for their ability to deliver strong total returns, managed by leading global fund managers. We empower you to build portfolios that truly align with your financial goals, focusing on comprehensive growth and robust diversification.
We understand that achieving your financial goals hinges on making informed investment decisions. That's why we're committed to helping you cut through the noise and focus on what truly matters.
Our curated selection of funds on Endowus Fund Smart is designed to help you build portfolios. Here are the few dividend equity funds:
Fidelity Global Dividend Fund
ISIN: LU0731783048 (Dist USD)
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Fidelity Asia Pacific Dividend Fund
ISIN: LU0877626530 (Dist USD)
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FSSA Asian Equity Plus Fund
ISIN: IE0032834883 (Dist USD)
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BGF European Equity Income Fund
ISIN: LU1200839964 (Dist USD-hedged)
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Additional fund: Dividend + Options premium income
Beyond traditional equity dividends, there are stock funds that achieve a higher income payout target through the additional use of options premium. The strategy involves selling options on its stock. The income earned on such funds comes partly from option trading, not only company profits in forms of dividends. This method may add risk and cap the returns in certain market environments.
Allspring Global Equity Enhanced Income Fund
ISIN: LU2125154778 (Dist USD)
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*Annualised returns are calculated based on the returns of the target share class, and the oldest share class of the fund where the target share class is younger than three years. Three-year returns are based on the period from 1 August 2022 to 31 July 2025 unless otherwise stated. Returns are reported in their respective base currency and are net of fund-level fees.
Endowus does not charge a preliminary sales charge or any other additional fees, other than the all-in Endowus Fee.
^The 12-month yield is the amount paid in distribution (pre-tax) in the past 12 months expressed as a percentage of the previous month-end fund unit price, shown in 2 decimal places.
Read more:
- Passive income 2025: Your guide to dividend investing
- Mastering dividend investing amid uncertainties
- Benefits and risks of investing for passive income in Hong Kong
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Risk Warnings
Investment involves risk. Past performance is not an indicator nor a guarantee of future performance or returns. Projected performance or returns is not guaranteed to materialise. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.
General risk warnings relating to collective investment schemes
Before making an investment decision, you are reminded to refer to the relevant prospectus/ offering document for specific risk considerations and related fees and charges. Funds are not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Some of the funds also involve derivatives. Do not invest in them unless you fully understand and are willing to assume the risks associated with them.
Opinions
Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors. Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus HK Limited (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus HK Limited, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.
No invitation or solicitation
Nothing contained in this article should be construed as a solicitation, an offer to buy or sale, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction in any jurisdiction in which such solicitation, offer to buy or sale would be unlawful under the securities laws in such jurisdiction. No information included in this article is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any advisory product or service; or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument; or to participate in any particular trading strategy. Investors should seek independent financial and tax advice before making any investment decision.
Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.
This article has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
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