Model Portfolios

Future Trends

Get ahead of economic shifts and invest in future-driven themes like healthcare, clean energy, and AI.

Get started

Watch video 

Licensed & regulated by

Securities and Futures Commission of Hong Kong (SFC)
CE NO. bqr225

Awarded

Best Digital Wealth Management Experience
The Asset Triple A Digital Awards and
Asia Asset Management Best of the Best Awards

How we do it better

Invest in the biggest forces of change

Future trends are powerful, transformative forces that can shift paradigms and redefine the world economy, creating unique opportunities for outsized returns over the long term.

Health, artificial intelligence, sustainability, and more

Tap into the biggest themes impacting global markets with strong structural growth opportunities, focused on improving quality of life and positive social change.

Managed by leading specialists in thematic investing

Curated and introducing new Best-In-Class funds previously not easily accessible to Hong Kong retail investors, managed by Blackrock, Natixis Thematics, Alliance Bernstein, Allianz and Schroders.

Learn more about this portfolio in our article

Underlying funds

25.00%

AB Sustainable Global Thematic Portfolio Fund

20.00%

Allianz Thematica Fund

20.00%

Thematics Meta Fund

12.00%

BGF Nutrition Fund

12.00%

Schroder ISF Global Climate Change Fund

11.00%

AB International Healthcare Portfolio Fund

Portfolio risk rating : 6

Portfolio Product Risk Rating: Please note that any portfolio product risk rating (the “PoRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. For model portfolios, the portfolio PoRR is a weighted average product risk rating of funds included in the model portfolio rounding to the nearest integer. The PoRR is subject to change from time to time. The PoRR 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 PoRR when making your investment decision in the relevant Portfolio.

Last updated 8 May 2023. Fund allocation percentages are for reference only and will be subject to adjustments due to market circumstances.

Low, fair fees

ENDOWUS fee (P.a.)
‍

0.1-0.6%

You can enjoy up to 50% savings compared to other industry offerings

sales fees
‍

No hidden fees, ever

CASHBACK ON TRAILER FEEs

100%

We rebate it all back to you

learn more about fees

Sign up and start investing now

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Want to
know more?

What is the difference between core portfolios and satellite portfolios?

For most investors, the core portfolios - Global model portfolios and Factors model portfolios by Dimensional Fund Advisors (for Professional Investors only), are designed to be efficient broad market investment portfolios for general wealth accumulation needs. Built on the back of empirical data and academic research, the Core portfolios are suitable as the backbone of an investor’s overall investment strategy.

The satellite portfolios are designed to provide additional Best-in-Class exposure to specific assets, regions, sectors or themes. These are suitable for investors seeking to complement their existing broad market investments with a further focused allocation to express individual views on long-term growth opportunities.

What is a Core-Satellite investment strategy?

A core-satellite investment strategy is where an investor splits his capital allocation between a portfolio that serves as a foundation for his general wealth accumulation goals, and a conviction-based portfolio that is more focused and riskier. Usually, investors considering this strategy would use a diversified, broad market exposure portfolio such as our Global Portfolios as this is designed to give the highest probability of success, for their core allocation. This can then be supplemented by our Satellite portfolios that are more narrowly focused on specific assets, regions, sectors or themes.

Investing in a thematic or sector focused satellite portfolio on its own could potentially be riskier as it is less diversified. However, when used as a supplement to a core portfolio, the overall risk to their wealth accumulation goals can be balanced out while also providing the investor with the exposure to the asset, region, sector or theme that can potentially generate larger returns over the long-term from the secular trends or growth opportunities.

View more FAQs

General Information
‍
This Website is operated by Endowus HK Limited, which is licensed (CE No. BQR225) under the Securities and Futures Ordinance (Cap571) to carry on business in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. You can verify this information on the Hong Kong Securities and Futures Commission (SFC) website here.

Not offer, solicitation or sale of any investment product
This website is for information purposes. Nothing contained on this Website constitutes tax, accounting, regulatory, legal or investment advice. Neither the information, nor any opinion, contained on this Website constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction.

The contents of this Website have been prepared without regard to the investment objectives, financial situation, or means of any particular person or entity, and the Website is not soliciting any action based upon them. Any opinions expressed on this Website may change as subsequent conditions vary.

Past performance is no guarantee of future results
Investment involves risk. The value of an investment may go down as well as up and investors may not get back their money originally invested. Past performance is no guarantee of future results. An investment in a portfolio is not the same as a deposit with a banking institution. Please refer to the respective fund disclosure documentation for details about potential risks, charges and expenses.

Accuracy of Information on this Website
Although this material is based upon information that Endowus considers reliable and endeavours to keep current, Endowus does not assure that this material is accurate, current or complete, and it should not be relied upon as such. The information and services provided on this Website are provided "AS IS" and without warranties of any kind, either expressed or implied. Endowus does not warrant, either expressly or impliedly, the accuracy or completeness of the information, text, graphics, links or other items contained on this Website and does not warrant that the functions contained in this Website will be uninterrupted or error-free, that defects will be corrected, or that the Website will be free of viruses or other harmful components. Endowus expressly disclaims all liability for errors and omissions in the materials on this Website and for the use or interpretation by others of information contained on the Website.

For the avoidance of doubt, all information and Endowus’ dealings with you are subject to Endowus’ Platform Agreement, Privacy Policy and Terms and Conditions, which will be available here.

The material contained in this Website has not been reviewed by the SFC or any regulatory authority in Hong Kong.