New launch: Introducing the Infinity Global Stock Index Fund
Endowus Insights

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Leap into prosperity this CNY 💰Get a $88 head start to growing your wealth.

New launch: Introducing the Infinity Global Stock Index Fund

Updated
22
Jun 2022
published
24
Apr 2020
infinity-global-stock-index-fund

Now, you can invest your CPF in a fund that's managed by one of the world's largest passive fund managers - Vanguard.

The newly included fund - Infinity Global Stock Index Fund - is available immediately and is sub-managed by The Vanguard Group, a leader in passive investment products, one of the world's largest providers of mutual funds and the second-largest provider of exchange-traded funds (ETFs).

The Fund is wrapped and distributed by local fund manager Lion Global Investor, a member of the Oversea-Chinese Banking Corporation Limited (OCBC) Group.

CPF members with Endowus will enjoy two key benefits from the availability of this Fund:

  • It is the first time CPF members can invest in a passive index fund for developed markets with CPF savings. This means that you have the low-cost option of having a diversified passive indexed investment in global developed equities. It is now the most diversified fund included under the CPF Investment Scheme (CPFIS).
  • Through Endowus' advised portfolios, which now includes this passive fund, clients can access the lowest cost, globally diversified portfolio with their CPF savings at optimised levels of risk. They will enjoy the exclusive access and the benefit of Endowus' low flat fee of 0.40% per annum, with no sales charges or transaction fees, and 100% rebates on trailer fees for all CPF investments through Endowus.

With the inclusion of this new fund into your CPF equities portfolio, our recommended portfolio will be made up of a total of four SGD-denominated funds, with two being Vanguard-managed passive funds. These are the only two passive funds available to CPFIS investors in their OA accounts. These funds help to reduce costs, improve returns and reduce volatility and tracking error for the overall equities allocation, thereby further improving the globally diversified low-cost portfolios that Endowus provides to you.

The below table shows some basic information on the new portfolios.

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Our Chairman and Chief Investment Officer, Sam Rhee, explains in greater detail how the new portfolio will make a difference to your long-term investment goals in his blog article.

Open an account with Endowus today to take advantage of the benefits of the new portfolio as we help people invest better to live easier today, and better tomorrow.

For the prospectus and fund rationale on the Infinity Global Stock Index Fund and more information, please click here. For FAQs, please click here.

View our webinar series as we discuss strategies to maximising your CPF investments.

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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.

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 Endow.us Pte. Ltd (“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 Pte. Ltd., 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. 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.

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.

For Cash Smart Secure, Cash Smart Enhanced, Cash Smart Ultra: It is not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured products under the provisions of the Deposit Insurance and Policy Owners Protection Schemes Act 2011 of Singapore and are not eligible for deposit insurance coverage under the Deposit Insurance Scheme. Interest rates are indicative and subject to change at any time.

‍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.

This advertisement has not been reviewed by the Monetary Authority of Singapore.

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