Model Portfolios

Global Technology

Gain exposure to the world's most technologically innovative companies.

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

How we do it better

Ride the wave of technological innovation

Technology is fuelling disruptive innovation, creating new possibilities and transforming our world. Take advantage of the higher long-term returns from exposure to the leading tech companies globally.

Broader exposure to the future of technology

Gain exposure to the fastest growing tech companies and non-tech sector companies leveraging technology to transform their industries and build their competitive advantages. Gain some exposure to private tech companies before they list in public markets.

Managed by global leaders in tech investing

A curated selection of the Best-In-Class Tech Funds in a multi-manager portfolio, with the expertise, scale and proven track records in identifying opportunities across key tech themes such as AI, robotics, digitisation, blockchain, and more.

Learn more about this model portfolio in our article

Underlying funds

40.0%

Fidelity Global Technology Fund

24.5%

BlackRock BGF World Technology Fund

17.5%

BlackRock BGF Next Generation Technology Fund

10.5%

Franklin Technology Fund

7.5%

Allianz Global Artificial Intelligence 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
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No hidden fees, ever

CASHBACK ON TRAILER FEEs

100%

We rebate it all back to you

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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.

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