Investment funds list

The following list of funds (unit trusts) have been curated by the Endowus Investment Office and are available in Singapore Dollars (SGD) on the Endowus platform for Retail and Accredited Investors in the Endowus advised portfolios and Fund Smart customisable portfolios. As indicated, different funds are available for investment from different funding sources - Cash, CPF & SRS.


You may find that in many cases Endowus is the only way to access certain funds and strategies such as: S&P 500 for CPF-OA, Dimensional & PIMCO institutional share-class funds for Cash / SRS

This is because Endowus, as your investment advisor, works directly with leading global fund managers to make their best products available to everyone at a low and transparent cost.

*The total expense ratio (TER) is the best indicator of total fund-level costs. The TER is a calculated total cost of managing and operating an investment fund, such as a unit trust or ETF and is the best indicator . These costs consist primarily of annual management fees (AMF), trading fees, legal fees, auditor fees, and other operational expenses. The TER is an estimate as it is always backwards looking and varies based on the total assets of the fund. TER has different names at different managers and platforms such as ongoing charges, unified fee, net expense ratio, total fund-level fees. The TER should not be confused with the AMF, which is only a part of the TER.

Endowus has a 100% trailer rebate policy and hence the Net TER is the best indicator of net fund-level fees when investing with Endowus.

Endowus has access to over 1,000 funds in all major currencies (USD, EUR, GBP, etc.) with many funds that are only available to Accredited Investors and are not listed below. Please contact support@endowus.com to find out more.


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