Endowus Hong Kong introduces BlackRock iShares low‑cost Hong Kong dollar index funds to its retail clients

‍Annex A

About the Funds 

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1. iShares Hong Kong Equity Index Fund (HK0000956778)

iShares Hong Kong Equity Index Fund seeks to provide investment results that, before fees and expenses, closely track the performance of the FTSE MPF Hong Kong Index.

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For more details on the fund, visit:https://endowus.com/en-hk/investment-funds-list/ishares-hong-kong-equity-index-fund-HK0000956778

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BlackRock Disclaimer
IMPORTANT: Investment involves risk, including the loss of principal. Please refer to the Prospectus and Key Facts Statement for details, including the risk factors. Investors should not base their investment decision on this marketing material alone. Investors should note:

• The Fund is subject to passive investment risks, tracking error risks, index-related risk and risk of concentration in the securities in a particular market.
• In adverse situations, the Fund's use of derivatives may be ineffective in hedging, cash management or investment purposes and the Fund may suffer significant losses.
• The Fund is subject to the risks of investing in emerging markets which may involve higher levels of risks relating to share price and currency volatility, greater political and social uncertainties, different accounting, auditing and financial reporting practices, lower liquidity, higher regulatory risk and tax risk.

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2. iShares World Equity Index Fund (HK0000956786)

iShares World Equity Index Fund seeks to provide investment results that, before fees and expenses, closely track the performance of the FTSE MPF All-World Index (HKD unhedged total return).

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For more details on the fund, visit:https://endowus.com/en-hk/investment-funds-list/ishares-world-equity-index-fund-HK0000956786

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BlackRock Disclaimer

IMPORTANT: Investment involves risk, including the loss of principal. Please refer to the Prospectus and Key Facts Statement for details including the risk factors. Investors should not base their investment decision on this marketing material alone. Investors should note:

• The Fund invests in equity securities, which may subject it to risks arising from political, economic, other market and issuer-specific factors.
• The Fund is subject to passive investment risks, tracking error risks, index-related risks and currency risk. 

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3. iShares World Government Bond Index Fund (HK0000956794)

iShares World Government Bond Index Fund seeks to provide investment results that, before fees and expenses, closely track the performance of the FTSE MPF World Government Bond Index (HKD hedged total return).

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For more details on the fun,d visit:https://endowus.com/en-hk/investment-funds-list/ishares-world-government-bond-index-fund-HK0000956794 

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BlackRock Disclaimer

IMPORTANT: Investment involves risk, including the loss of principal. Please refer to the Prospectus and Key Facts Statement for details including the risk factors. Investors should not base their investment decision on this marketing material alone. Investors should note: 

• The Fund invests in fixed income instruments, which may subject it to issuer risk, liquidity risk, interest rate risk, valuation risk and credit rating downgrading risk. 
• The Fund is subject to passive investment risks, tracking error risks, index-related risk and currency risk. 
• The Fund is exposed to sovereign debt risk when investing in government bonds. The government entity may not be able or willing to repay the principal and/or interest when due. The Fund’s recourse against a defaulting sovereign is limited and may suffer a significant loss in the event of default.

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Press contacts: 

‍Endowus

Lincoln Mah

Head of Brand Communications Email: lincoln.mah@endowus.com 

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About Endowus

Endowus is Asia’s leading independent wealth advisor and investment platform. With entities licensed by the Securities & Futures Commission of Hong Kong and Monetary Authority of Singapore, Endowus is the first digital advisor in the region to span personal savings, private wealth and public pension (CPF & SRS in Singapore), helping investors – individuals, family offices, endowments, and institutions – grow their wealth holistically, with conflict-free advice and access to institutional financial solutions at low and fair fees, through a personalised digital wealth experience.

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Founded in 2017, Endowus has raised a total of over US$130 million in funding from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, Illuminate Financial, OSK Ventures, Z Venture Capital, and ACF - a joint venture between JLIN LLC and The Wells Investments. Endowus also has some of the largest billionaire family offices in Asia, as well as the founders and employees of Endowus.

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Endowus continues to push the boundaries on innovation and democratising access, as it partners with 100+ global fund managers across public markets, private markets, hedge funds and alternatives to provide world-class solutions to its clients at a fair and transparent cost, delivered through Endowus’ fee-only business model. Endowus Private Wealth clients have access to a comprehensive range of expertly curated strategies in private markets and alternatives from firms such as Apollo, Blue Owl, Carlyle, CVC Partners, EQT, Harbourvest, KKR, Macquarie Asset Management, Partners Group, Oaktree, and many others.

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Endowus’ leadership and growth have achieved global plaudits, including being one of three Singaporean WealthTech companies recognised on CNBC’s World’s Top FinTech Companies 2025. The firm was also ranked 45th on The Financial Times’ High-Growth Companies Asia Pacific 2025 list and 9th on Singapore’s Fastest-Growing Companies 2025 list. It was also the leading WealthTech provider on the Fortune Fintech Innovators Asia 2024 list, among 60 transformative firms in the region. Endowus was also named as part of the World Economic Forum’s (WEF) Technology Pioneers 2023 and continues to serve as a Global Innovator within the community. The leadership sits on both the Longevity and Retail Investor steering committees. 

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The Endowus platform also secured several industry awards, including Asia’s Best Digital Wealth Management and Hong Kong’s Best FinTech Innovation in Asset Management (Asia Asset Management’s Best of the Best Awards 2025). Other regional accolades include Singapore’s Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2025), Best Digital Upgrade for enhancements made on the Endowus app (The Asset Triple A Digital Awards 2024), and Best WealthTech Solution 2023 (Asian Private Banker 9th Technology Awards).

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The Endowus Group comprises Endowus' licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi-family office Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$10 billion, it is one of the largest independent wealth managers in Asia. From a combination of providing 100% trailer fee rebates as direct cashback to clients, and fund fee savings from access to institutional share classes and exclusive funds, Endowus is estimated to help its clients save more than US$50 million in fees per year.

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For more information, visit www.endowus.com/en-hk. Endowus HK Ltd is for Hong Kong residents only. For Singapore residents, please contact Endowus Singapore Pte Ltd or visit www.endowus.com.

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Endowus Disclaimers

Investment involves risk. Past performance is not necessarily a guide to future performance or returns. 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.

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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 Hong Kong (“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 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.

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Investment into collective investment schemes: Please refer to respective funds’ prospectuses for details of the funds, their related fees, charges and risk factors. The listing of units of the fund on a stock exchange does not guarantee a liquid market for the units. Before making an investment decision, you are reminded to refer to the relevant prospectus for specific risk considerations.