Endowus Flagship
投資組合
以機構級科技為基礎,採用世界頂尖、由投資專家管理的基金策略,費用公平合理。
中央編號 BQR225
財資雜誌 The Asset AAA 財資智能大獎
亞洲資產管理雜誌 Best of Best 獎項
Endowus Flagship
投資組合概覽
Science over speculation. Backed by the research of Nobel Laureate academics, our portfolios are broadly diversified across geographies and sectors to achieve higher risk-adjusted return along the efficiency frontier, lowering idiosyncratic risk with the ability to outperform in the long-run.
CPF Core Flagship portfolios have strategic passive asset allocation with the equities providing broad market exposure that is diversified and passive in developed markets and diversified and more active in emerging markets, and fixed income allocations focused on higher quality debt instruments.
Evidence-based investing does not try to time the market. It requires a disciplined and systematic investment strategy so you have the highest probability of success in reaching each of your financial goals. Each of your goals should have its own SPAA based on its objective and risk tolerance.
Endowus does not believe in tactically or actively changing your allocations based on market conditions or economic indicators, and will not change your target asset allocation without your explicit consent.
Top-down, we believe that you asset allocation must be passive and broadly diversified so that you are rewarded for the risk you take by investing intelligently.
Stand on the shoulders of financial giants rather than try to reinvent the wheel.
We implement our portfolios by accessing leading global fund managers with the expertise, scale and real, proven track records in implementing their strategies successfully over time. We access their best-in-class funds at the lowest cost possible, so you grow your money like professional investors around the world.
These funds, some of which are exclusively available at Endowus, are carefully selected bottom-up to best represent your goal's top-down SPAA.
CPF Core Flagship portfolios tap on the leading global and local experts including Schroders, FSSA, Franklin Templeton, Eastspring, UOBAM, and Vanguard's passive index funds managed by Lion Global.
Endowus has worked hard to bring Vanguard-managed, passive index funds at the lowest cost achievable to CPF members, in order to attain globally diversified low-cost equities exposure. The Infinity 500 Stock Index Fund and the Global Stock Index Fund are both exclusively available to Endowus clients at the lowest cost in Singapore.
遵循實證建立長期增長
投資策略
100% 股票 | 0% 固定收益
該投資組合可以作為您股票配置的核心組成部分,適用於能承受較大市場波動的長期投資目標。
80% 股票 | 20% 固定收益
這個投資組合可作為投資組合的核心組成部分,能夠承受市場波動期間的風險,適合長期投資目標。
60% 股票 | 40% 固定收益
該投資組合可作為投資組合的核心組成部分,能有效抵禦中等的市場波動,適合中長期投資目標。
40% 股票 | 60% 固定收益
該投資組合可作為投資組合的核心組成部分,能有效抵禦中等的市場波動,適合中長期投資目標。
20% 股票 | 80% 固定收益
該投資組合可作為投資者債券配置的核心部分,能有效抵禦低幅度的市場波動,適合中期投資目標。
0% 股票 | 100% 固定收益
該投資組合可作為投資者債券配置的核心部分,能有效抵禦低幅度的市場波動,適合中期投資目標。
最後更新日期:2024年9月30日。基金配置比例僅供參考,並將依市場狀況進行調整。所有表現數據為基於歷史數據的回測結果。
為何投資於 Endowus Flagship 投資組合?
公平、合理的投資費用