Through our Fund Smart option, you can set up an investment goal with a single fund (unit trust) or multiple funds of your choice. Fund Smart is available for CPF, SRS and Cash investment. The funds available may differ based on the type of funding source. You can refer here for our curated list of best-in-class funds. Each Fund Smart goal can only have one funding source - CPF, SRS or Cash. You can have more than one Fund Smart goal in your Endowus account.
New clients: Sign up for an Endowus account here > Select to onboard with Myinfo (recommended) or manually > On the "Let's get started" page, select “Build your own portfolio of one or more funds” and follow the instructions.
Existing clients of Endowus: Simply log in to your Endowus account here > Click on
"Add goal" (located on the left sidebar) > Select “Build your own portfolio of one or more funds” and follow the instructions.
In the "Fund Selection" section, please select the name of the fund and indicate 100% Allocation. Example of how to buy the Infinity U.S 500 Stock Index Fund (tracks the S&P 500 index) on Endowus:
The minimum initial investment on the Endowus platform is S$1,000. After you have fulfilled the minimum initial investment requirement, the minimum investment amount for subsequent transactions is S$100. There is no minimum balance that must be maintained in Fund Smart.
No, a Fund Smart goal can only have one funding source. If you want to use another funding source to buy a fund, please set up another Fund Smart goal (note: a fund may not be available for all three funding sources - Cash, CPF-OA, SRS). There is no limit to the number of Fund Smart goals in an Endowus account.
The all-in Endowus Access Fee for a single fund depends on the type of Fund Smart goal:
Read here for more information.
If you wish to invest AUD/CHF/EUR/GBP/USD, please refer here for more information.
You can view the list of funds at https://endowus.com/investment-funds-list.
We’re constantly and continuously searching the investment universe for better products that will add value to our clients. If there are products that you would like to see on Fund Smart, please reach out to us at firstname.lastname@example.org and we will relay your request to our Investment Office.
Please reach out to email@example.com and our team will assist you on this.