Established global expert in diverse asset classes
Diverse investment capabilities and styles across all major traditional and alternative asset classes
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assets held in your own name at
assets held in your own name at
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0% sales charges
Choose from hundreds of funds with no sales charges
100% Cashback on trailer fees
Lower your costs by up to 1% per year
Safety first
Licensed by MAS, with assets are held in your own name at UOB Kay Hian
200+ investment strategies curated from 40+ top global fund managers
0% sales charges, 100% Cashback on trailer fees
Invest on Fund Smart in just a few clicks
1. Create an Endowus account
Onboard online in 10 minutes. When you create an Endowus account, we’ll create a trust account in your own name at UOB Kay Hian, Singapore’s largest broker. This trust account will handle your assets and process the transactions you make on the Endowus platform.
You get the ease of use of the Endowus platform, and the trust that UOBKH brings to all its clients, including you.
2. Add a Fund Smart goal
Build your optimal portfolio using best-in-class funds at low cost with Fund Smart. Select your funding type — Cash, CPF or SRS.
3. Choose from 200+ funds
Explore our curated range of funds across asset classes, geographies, sectors, and styles. Our platform also guides you with real-time data on fund characteristics, like holdings and performance, to help you make better decisions.
4. Investing better, at your fingertips
Invest in a single fund or build a portfolio of up to eight funds. There is no limit to the number of portfolios you have on Endowus. Monitor your performance and manage your investments online.
About
UBS AM
UBS Asset Management is a global large-scale and diversified asset manager, with a presence in 23 markets. We offer investment capabilities and styles across all major traditional and alternative asset classes – from active to passive including a comprehensive sustainable investing offering.
Our invested assets totaled USD 1.2 trillion as of 30 June 2021, with more than 55% invested on behalf of institutional clients. We are Europe's third largest money manager[1] and the number two foreign asset manager in China[2].
With the investment landscape under pressure, securing the future brings tough choices for investors. At UBS Asset Management, we believe the answer doesn’t have to be a trade-off. That's why we're committed to sustainable outcomes, without compromise, with the aim of driving long-term performance and positive impact beyond returns.
[1] Morningstar, European Fund Manager Rankings based on 1H 2021 data
[2] Ranked #2 by Broadridge, April 2021 and #2 by Z-Ben, April 2020
Why
Independent thinking
With distinct specialist teams across active and passive, traditional and alternative, each with their own viewpoints and philosophies, we generate innovative ideas to help meet your investment goals.
Benefits of scale
This breadth and depth of solutions at a global scale is combined with local market insight and agility, all under one roof, meaning we can meet your priorities as you navigate the complexities of today’s financial markets.
Performance excellence
Taking a longer time horizon and systematically adopting a sustainability lens to many of our investment decisions is integral to our approach and allows us to bring top-tier products with sustainability built into their core.
Driving positive change
We also have vision to drive positive change in the industry. Our goal is to set the standard, use our influence at scale and continue relentlessly innovating to help you progress towards a carbon-neutral future.