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Endowus HK Q1 2026 portfolio performance review

Find out how the Flagship Portfolios, CashUp, IncomeUp, and Satellite portfolios held up against uncertainty in Q1 2026.

April 22, 2026

In-Person Event | Achieving Financial Autonomy: Building Reserves through Expert Strategies

Join us on 14 May to learn how charities and non-profit organisations can better manage their reserves and achieve financial autonomy.

In-Person Event | Greenfield Renewable Energy Infrastructure Investing with Copenhagen Infrastructure Partners (CIP)

Hear from Copenhagen Infrastructure Partners on investment opportunities in private infrastructure within the energy transition sector on May 14.

Uncover a world of opportunities beyond the US

2025 proved plenty of opportunities lie outside the US. Discover why global diversification matters and explore 6 ex-US funds curated by our experts.

Webinars and Events

Articles

Investing 

In-Person Event | Achieving Financial Autonomy: Building Reserves through Expert Strategies

Join us on 14 May to learn how charities and non-profit organisations can better manage their reserves and achieve financial autonomy.

Uncover a world of opportunities beyond the US

2025 proved plenty of opportunities lie outside the US. Discover why global diversification matters and explore 6 ex-US funds curated by our experts.

Corporate governance reforms in Asian equities: Opportunities for long-term upside

Asian equities historically traded at a discount. Discover how governance reforms in Japan, Korea may unlock long-term portfolio upside.

Investing through turmoil: How to protect your portfolio from tail risk

Standard models underestimate extreme market crashes. Learn what tail risk is and how to build a diversified portfolio that survives fat-tail events.

5 key lessons on geopolitics and long-term investing from Marko Papic

The dollar is not dead — and that is not the point

Highlights of Endowus Investment Summit 2026

ESG, SRI, or impact investing: Which path leads to a sustainable future?

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Investment Solutions 

In-Person Event | Greenfield Renewable Energy Infrastructure Investing with Copenhagen Infrastructure Partners (CIP)

Hear from Copenhagen Infrastructure Partners on investment opportunities in private infrastructure within the energy transition sector on May 14.

Hong Kong fixed deposit and money market funds: Grow your idle cash (April 2026)

Explore optimal ways to grow your savings with flexible cash management solutions.

Endowus HK Q1 2026 portfolio performance review

Find out how the Flagship Portfolios, CashUp, IncomeUp, and Satellite portfolios held up against uncertainty in Q1 2026.

Stay diversified with our Passive Index Collection

Unit trusts offer low costs and diversification across hundreds of companies for your index investing strategy. Learn more about Endowus’ latest collection of passive index funds.

In-Person Event | Diversifying Beyond US Equity Markets with Thornburg

Exclusive Luncheon | Beyond Beta: Generating Absolute Returns in Fixed Income Portfolios

Exclusive Luncheon with UBP Asset Management | Systematic Multi-Strategy: Building Crisis Alpha through Trend and Non-Correlation

Hong Kong fixed deposit and money market funds: Grow your idle cash (March 2026)

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Personal Finance 

2026 bonus planning: Tax savings and investment tips

Navigate the salaries tax reduction cap 2026/27 and maximise your Hong Kong year end bonus 2026 with our guide.

IVF in Hong Kong: Costs, processes & financial planning guide

In partnership with Sow Fertility, learn more about the costs surrounding IVF in Hong Kong and explore strategies to confidently fund your fertility journey without financial stress.

Optimise your travels against high fuel surcharges

Due to ongoing geopolitical conflicts, Hong Kong flight fuel surcharges have doubled. Learn how early financial planning and a considered goal-based approach can protect your travel budget.

In-Person Event | WealthHERWay 2026: Define Your Future with Clarity

Join Endowus International Women’s Day 2026 for the launch of WealthHERWay. Hear from top female leaders on executive leadership, and wealth & health.

5 Book recommendations that aren’t about money

5 Sketches that will change the way you invest

3 Pre-holiday to-dos to start 2026 strong

Afraid to invest? 3 Charts to ease your fears

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Retirement 

Micro-retirement: Introducing the fresh face of retirement

More Hong Kongers are not waiting till their 60s to experience life, and are instead choosing to “micro-retire” throughout their careers. Learn how you can plan for a worry-free micro-retirement in just 5 steps.

The science behind why we are bad at saving for retirement

Our minds are vulnerable to innate cognitive biases and psychological pitfalls when it comes to taking actions that will benefit us in the long term.

How much do you need to retire in Hong Kong?

Retirement: Some Hongkongers dream of it, others dread it | Learn how much you need for your golden years and how to start planning now.

MPF Must-knows: Consolidation and Tax-deductible Voluntary Contributions (TVC)

Simplify the management of your MPF account and enjoy additional tax benefits with TVC.

Gen X, it’s not too late to start investing in your 40s or 50s

If you didn’t begin investing in your 20s or 30s, you may wonder if the investing ship has sailed. Fret not — here’s a guide for Gen X investors to get started.

FIRE: Financial independence, retire early in Hong Kong

Find out about the types of FIRE and whether the FIRE movement is right for you.

Why is legacy planning important for retirement?

Legacy planning is not just for the ultra-wealthy. Learn why it is important for everyone, and how it is done in Hong Kong.

Why decumulation is useful as a retirement strategy

Besides planning how to grow our wealth, few think about how to draw down those funds when we retire. Learn why decumulation is a key retirement strategy.

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About Endowus 

Multi-currency expansion: Manage global assets hassle-free

Plan smarter for overseas tuition or property mortgage repayments with Endowus multi-currency investments.

What is a robo advisor and why Endowus is different

Discover how Endowus stands out among robo-advisors like Stashaway, Syfe and Aqumon. Learn about Endowus’ unique approach with real advisors offering personalised support

Wealth management conflicts of interest are failing investors. Here’s what’s needed

The 'fee-based' model – as pioneered in mature financial markets – encourages wealth managers to uphold their fiduciary responsibility, instead of chasing lucrative commissions.

4 New features on the Endowus platform

Explore eDDA, fund holdings transfer-in, automatic statement forwarding, and more new features on Endowus HK!

How your money and assets are kept safe and secured when investing through Endowus Hong Kong

Find out how Endowus keeps your money and assets safe and secured.

A letter from Endowus' Co-founders

A successful US$35M fundraise, a glimpse of the future, and a sincere Thank You. 成功融資3,500萬美元，衷心感謝一路有您，與您一起展望未來

Choosing Endowus when investing in Hong Kong

Learn more about why investing with Endowus is special in Hong Kong, as we bring better investment advice, better products, and lower cost to everyone.

Why invest through Endowus

What sets Endowus Hong Kong apart from other investment platforms? Access top-tier funds and personalised advice to grow your wealth at low and fair fees.

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General Information
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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.