Unit trust transfer
Save up to 50% or more* with Endowus today
The more you save on fees, the better your net returns are. Consolidate your investments easily, without needing to sell your unit trust holdings.
The better way to invest
Through Endowus, you get access to lower cost institutional share class funds, that are not easily accessible to retail investors, and are typically half the cost.
Endowus also rebates a 100% Cashback on trailer fees, with no sales charges and no transaction fees, allowing us to bring costs down to the lowest levels achievable.
That’s the better way to invest.
Here's how much you can save in fees
Illustration of fees saved for investments in three popular funds.
For other funds and fee calculations, please reach out to support@endowus.com to enquire on the specific fund(s).
Fund name
Amount
(SGD)
Fees saved
per year (%)
Potential savings
over 30 year (SGD)*
ISIN
SGD$ Amount
% fees saved per year
SGD$ saved per year
Total amount saved per year
SGD$0
IMPORTANT: All amounts reflected are estimates based on our comparisons between the share class we provide as well as the average fees charge by other providers.
Transfer your unit trusts in four simple steps
set up an
endowus account
Initiate the
transfer out process
SEND US YOUR
DOCUMENTS
LEAVE THE
REST TO US
exit and re-enter
the market when
transferring?
transfer from
multiple different
platforms?
from Endowus?
for Individuals or
for Corporates
transfer take?
source is this
available for?
questions
in mind?
Still exploring? Discover our 400+ best-in-class funds
Discover which funds are eligible to be transferred and how Endowus can help you save on your fees.
For funds not found, please reach out to support@endowus.com to enquire on the eligibility of your asset transfer.
