Introducing iShares index funds by BlackRock (Fund Digest October 2022)
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Introducing iShares index funds by BlackRock (Fund Digest October 2022)

Updated
12
Apr 2023
published
16
Nov 2022
Endowus Fund Smart - monthly Investment Office Fund Digest - October 2022

Update (28 Nov 2022): The following article and the corresponding hyperlinks to the iShares funds were taken offline on 21 Nov 2022 to fix an operational issue relating to the pricing mechanism of the funds. The issue has since been resolved. We have republished the article and the iShares funds’ pages. Thank you for your patience.

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Keen on BlackRock index funds focused on the likes of Apple, Microsoft, and Tesla?

What about investing in commodity stocks offering inflation protection, or bonds that finance US airports and hospitals?

This month, we’re excited to introduce six new funds on our Fund Smart platform — including four more low-cost, passive index funds.

The four new passive index funds are from the popular iShares range by BlackRock, tracking equities in the developed markets and the US, as well as global and emerging-market fixed income indices.

Meanwhile, gain exposure to the unique infrastructure debt space in key US municipalities through the first BNY Mellon fund that Endowus has brought on board.

We are also introducing a fund by Ninety One that invests in top global natural resources companies across sectors such as energy, agriculture, and metals.

Stocks — developed markets (MSCI World)

iShares Developed World Index Fund

ISIN: IE000NNYZMJ7 (SGD), IE00BD0NCN62  (USD)

The fund offers a passive, low-cost exposure to the MSCI World Index, reflecting a diversified basket of large-cap and mid-cap companies across 23 developed markets around the world. It is part of BlackRock’s well-recognised iShares suite — among the world’s largest providers of exchange-traded funds (ETFs) and passive funds, supported by BlackRock’s portfolio and risk management capabilities.

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Stocks — US (S&P 500)

iShares US Index Fund

ISIN: IE0000F26BG9 (SGD)

The fund replicates the performance of 500 large companies listed in the US, by tracking the S&P 500 index through investing in equities and derivatives such as futures contracts. Running for more than 20 years since its inception in 2001, the fund demonstrates an efficient way to gain exposure to the US equity market.

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Fixed income — global

iShares Global Aggregate 1-5 Year Bond Index Fund

ISIN: IE0002E5D123 (SGD), IE00BF2MW353  (USD)

The fund tracks the Bloomberg Global Aggregate 1-5 Year Index, thereby offering an inexpensive and efficient exposure to investment-grade fixed income securities from around the world with a moderately lower duration between one and five years. Such securities may include treasuries, government-related, corporates, as well as securitised.

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Fixed income — emerging markets

iShares Emerging Markets Government Bond Index Fund

ISIN: IE000239FXR9 (SGD)

By replicating the performance of the JPMorgan Emerging Market Bond Index (EMBI) Global Diversified, the fund offers exposure to USD-denominated, investment-grade bonds issued by governments and government-related agencies in emerging markets.

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Commodities

Ninety One Global Natural Resources Fund

ISIN: LU0638888429 (SGD), LU0846948437 (USD)

Led by three portfolio managers (PMs) — each specialising in energy, metals, and agriculture — the fund invests in companies involved in the production or transportation of natural resources around the world. By doing so, the fund aims to provide a degree of inflation protection, while taking part in energy transition themes.

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US municipal bonds

BNY Mellon U.S. Municipal Infrastructure Debt Fund

ISIN: IE000KVZ81R6 (SGD), IE00BDCJZ442 (USD)

The fund invests in municipal debt securities in the US, used to fund infrastructure such as roads, airports, electrical transmission, water supply, schools, and hospitals. Led by an experienced team with more than 25 years of experience, the fund provides diversification benefits and income streams. 

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Funds for accredited investors (AIs) only

We have also added seven new AI-only funds this month, including four alternatives funds.

If you wish to invest in an accredited investor-only (AI-only) fund or a non-SGD fund, please contact support@endowus.com.

Customise your portfolio in minutes with Fund Smart

Want to know more about the funds available on Endowus Fund Smart? Refer to our investment funds list here for a quick overview in a single glance.

We have also recently given the Fund Smart platform a massive upgrade — including wider currency options, new dividend payout options, and an improved experience for verified accredited investors. These give you more flexibility and information in selecting your own funds and building your own portfolios.

Customise your ideal investment portfolio in minutes with Endowus Fund Smart. The Endowus Fee for Single Fund Goals via Fund Smart (Cash, CPF, and SRS) is 0.3% p.a., reinforcing our commitment to reduce the cost of investing. This pricing means that more than 95% of the funds are now cheaper on Endowus than on any other fund platform, bank, private bank, financial advisor, or broker in Singapore. 

Not sure how to invest with Fund Smart? Find out everything you need to know in our FAQs.

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*Annualised returns are calculated based on the returns of the target share class, and the oldest share class of the fund where the target share class is younger than three years. Three-year returns are based on the period from November 2019 to October 2022 unless otherwise stated. Returns are translated into SGD (except for non-SGD funds) and are net of fund-level fees. 

**Where a fund or portfolio has both SGD and USD share classes, the fees of the SGD share class are shown. Total portfolio and fund-level fees include fund total fund-level fees.

***Endowus does not charge a preliminary sales charge or any other additional fees, other than the all-in Endowus Fee.

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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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Endowus Fund Smart - monthly Investment Office Fund Digest - October 2022

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