Explore new platform features on Endowus app

Platform enhancements in 30 seconds

• Automate your recurring investments directly from your linked bank account with eDDA (electronic Direct Debit Authorisation)
• Organise investment goals into folders to easily map out your overall master plan
• New function to easily simulate risk/return profile of your DIY multi-fund portfolios
• Faster subscription and redemption timelines for cash management products
• Find exactly what you want, faster with the enhanced filters on our fund shelf
• Flex your financial milestones while protecting your privacy

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Autofund with eDDA

Set it once. Let it run and invest automatically.

No more juggling recurring transfer instructions at your bank. With Autofund, simply link your eDDA bank account once — and your investments fund themselves, automatically, at the right schedule, every time.

What's more? It works seamlessly with Auto-FX, making it easier than ever to invest in various currencies.

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Folders

Organise your goals and know what you are working towards.

One life goal often needs more than one investment. With Folders, group multiple investments in one overarching goal — retirement, a home, education — so related investments stay organised together, and you can track progress toward what you're really working towards.

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Portfolio summary for your DIY multi-fund portfolio

Easier way to evaluate your investment plan before committing.

You know which funds you want — but how do they perform as a portfolio? Fund Smart now shows the bigger picture of your DIY portfolio before you confirm: target allocation, rolling returns, performance charts, risk figures, fund-level breakdowns, and top exposures by holding, market and sector — all at your chosen weights.

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Faster settlement for selected money market funds

Improve your cash management experience!

A new list of HKD money market funds is now eligible for an earlier dealing cut-off time at 9am.

For investment orders placed before the cut-off time, you can generally expect to receive cash proceeds on the next business day.

So your money gets to work, and back to you, sooner.

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More Fund Smart sorting filters

Easier to find the fund of your choice!

Finding the right fund is easier now. We have expanded our dynamic sorting filters to cover everything from short-term momentum (1M, 6M, YTD) to long-term performance (5Y, 10Y) and income yields. Never miss out on a quality fund that aligns with your timeline, risk level, and wealth goals again.

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Privacy toggle

Share your progress with friends without revealing your invested amount.

Your financial journey is worth celebrating and we get that finances can be a personal topic. With the new privacy toggle, you can hide your dashboard balances and simply share your progress towards your goals with friends and family, without revealing exactly how much you've invested.

Explore the new features now!

Disclaimer

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 are 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

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 sell, 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 sell 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.

Endowus HK Limited (CE No.: BQR225) is licensed by the Securities and Futures Commission of Hong Kong. 

This content has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

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