Endowus Satellite

China Equities

Capture China's high growth potential by investing in its best companies listed onshore and offshore.
4.80
From 500+ reviews on Seedly

How we do it better

Capture China's high growth potential

China has seen rapid growth, undergone significant structural reforms and has become the world's second largest equity market with return opportunities across various new and traditional sectors.

Best of both worlds: onshore and offshore equities

Broad and diverse exposure to China's structural  growth opportunities through onshore such as A-shares, and offshore greater China exposures through various market listings in HK, US, Taiwan and other markets.

Managed by leading China market specialists

Navigate China's markets in a multi-manager portfolio through leading experts who have invested in China for decades, such as JP Morgan, Schroders, First Sentier FSSA, Allianz and Aberdeen.

Learn more in our article about this portfolio

At a glance

annualised returns
11.9%
10 Year
annualised volatility
18.9%
10 Year
From Nov 2011 to Oct 2021
risk tolerance
Very Aggressive
INVEST WITH
Cash
TOP 3 FUND allocations
50%
JP Morgan China A-Share Opportunities Fund
20%
Schroder ISF Greater China Fund
15%
FSSA Regional China Fund
See returns details & underlying funds

Low, fair fees

all-in-access fee (P.a.)
0.25-0.6%
We charge less than half the industry average
sales fees
0%
Zero extra charges, always
trailer fee rebates
100%
We rebate it all back to you
learn more about fees

Start investing in China Equities

Download the Endowus app and start investing in Satellites. If you would like to learn more, refer to our FAQs.

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know more?

What is the difference between Endowus Core Portfolios and Endowus Satellite Portfolios?

For most investors, the Endowus Core portfolios (Flagship and ESG) are designed to be efficient broad market investment portfolios for general wealth accumulation needs. Built on the back of empirical data and academic research, the Core portfolios are suitable as the backbone of an investor’s overall investment strategy.


The Satellite portfolios are designed to provide additional best-in-class exposure to specific assets, regions, sectors or themes. These are suitable for investors seeking to complement their existing broad market investments with a further focused allocation to express individual views on long-term growth opportunities.

What is a Core-Satellite investment strategy?

A Core-Satellite investment strategy is where an investor splits his capital allocation between a portfolio that serves as a foundation for his general wealth accumulation goals, and a conviction-based portfolio that is more focused and riskier. Usually, investors considering this strategy would use a broad market exposure portfolio such as our Flagship or ESG portfolios as this is designed to give the highest probability of success, for their Core allocation. This can then be supplemented by our Satellite portfolios that are more narrowly focused on specific assets, regions, sectors or themes.

Investing in a thematic or sector focused Satellite portfolio on its own could potentially be riskier as it is less diversified. However, when used as a supplement to a Core portfolio, the overall risk to their wealth accumulation goals can be balanced out while also providing the investor with the exposure to the asset, region, sector or theme that can potentially generate larger returns over the long-term from the secular trends or growth opportunities.

How do I start investing in the Satellite Portfolios?

1) Simply create your Endowus account,

2) Select to onboard with Myinfo (recommended) or manually

3) Select "Pick an advised portfolio”, then select “Satellite


Existing clients of Endowus: 
1) Simply log in to your Endowus account,

2) Click "Add goal"

3) Select "Pick an advised portfolio”, then select “Satellite”  

What are the Access Fees for investing in Satellite Portfolios?

Endowus includes investment advice, portfolio creation and rebalancing, brokerage, and transfers. Endowus has no sales fees, and rebates 100% of trailer fee to clients. Click here to see more details on Endowus Fees

Cash

0.60%   S$200,000 and below
0.50%   S$200,001 to S$1,000,000
0.35%   S$1,000,001 to S$5,000,000
0.25%   S$5,000,001 and above

Access Fees are charged on a quarterly basis based on your daily average total assets under advice (AUA) for the period of the fee.

Note that Fund-Level Fees (Fund’s Total Expense Ratio) are charged by the fund manager out of the underlying fund Net Asset Value (NAV).

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