Endowus IncomeUp Portfolios: Earn passive income of up to 7.5% p.a.*
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Endowus IncomeUp Portfolios: Earn passive income of up to 7.5% p.a.*

Updated
16 Apr
2024
published
12 Mar
2024

Watch the replay

Chapters

00:00 – Introduction

04:50 – What is Income Investing?

12:49 – Endowus IncomeUp Portfolios

23:03 – Why should I invest in Income instead of Cash?

30:54 – How to Implement the IncomeUp Portfolios

34:42 – Live Q&A

About the session

The pre-existing elevated level of interest rates has continued to improve the forward-looking potential for fixed income, giving investors the opportunity to achieve higher potential income.

As such, Endowus Hong Kong is launching the IncomeUp Portfolios, a set of three bond-focused portfolios that offer investors a convenient and effective way to meet their unique income needs at different life stages. 

The portfolios are constructed with decades of investment expertise and experience of the Endowus Investment Office, using Best-In-Class funds from leading global asset managers such as AllianceBernstein, Barings, Capital Group, Fidelity, Invesco, JP Morgan, Neuberger Berman, PIMCO, Pinebridge, and Schroders. In a single investment portfolio, investors can get exposure to diversified sources of income with payout targets of up to 7.5% p.a.*, with no lock-up periods, subscription or withdrawal fees — with 100% Cashback in Trailer Commissions.

Join us in the upcoming live interactive webinar that features Yulin Liu, Investment Lead and Edwin Ho, Senior Client Advisor, to learn more. Topics to be covered are:

  1. Endowus IncomeUp Portfolios: Steady, Plus, and Growth 
  2. Income investing in a higher interest rate environment
  3. Moving out of cash: Why bond-focused portfolios make sense
  4. How to choose the right income solution that matches your needs

Speakers will field live questions toward the end of the session. Submit your questions ahead of time here.

About the speakers

‍Yulin Liu

Investment Lead, Endowus

Yulin focuses on investment due diligence and portfolio construction, and coordinates with other departments on investment-related matters. She is a member of the Investment Committee and is passionate about making investing more accessible and easier for individuals. Her most recent role was with AQR Capital Management, where she served major institutional investors across Asia in their investment and portfolio monitoring needs.  Yulin holds a Masters in Financial Analysis (Distinction) from London Business School, and a MEng in Engineering, Economics and Management (First Class Honours) from the University of Oxford.

Edwin Ho

Senior Client Advisor, Endowus

Edwin Ho is a Client Advisor at Endowus with over 8 years of industry experience. Prior to this role, he was a Fixed Income Product Specialist at DWS Group (formerly Deutsche Asset Management), and Investment Counsellor in HSBC Private Bank where he provided investment advisory service to high net worth clients. He graduated from The University of Hong Kong with a Bachelor of Economics and Finance. He is also a CFA charter holder.

*This is an investment product. Investment involves risk. This portfolio contains complex product and investors should exercise caution in relation to the product.Projected yields are calculated based on the latest available weighted average net yields of underlying funds (also called yield-to-maturity) as disclosed by each fund manager, either in the latest monthly fund factsheets or website (as of 31 Jan 2024). Figures are net of fund-level fees after Cashback and Endowus fees. Potential yield is not equal to actual return. Yields are not guaranteed and past performance is not indicative of future performance. Please refer to our T&C and disclaimer at https://hk.endw.us/legal. This advertisement has not been reviewed by the SFC.

Risk Warnings 

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance. 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. 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. Please refer to our disclaimer for detail. 

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 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, 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 (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. 

No invitation or solicitation

Neither the information, nor any opinion, contained in this article 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. 

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

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