Delivering superior investment results with risk under control and highest integrity
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double-ledger secure:
assets held in your own name at
assets held in your own name at
Endowus & UOB Kayhian

SMART+ curated
by experts, for you

Low, fair fees
0%
SALES FEES
100%
cashback on trailer fees
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double-ledger secure:
assets held in your own name at
assets held in your own name at
Endowus & UOB Kayhian
零認購費或銷售費用
數百種基金供您挑選,無需任何交易費用
銷售佣金100%回贈
讓您每年節省或高達50%+基金總費用
資產安全至為重要
Endowus 獲香港證監會發牌,並嚴格遵守香港證監會規定的客戶資金規則和客戶證券規則。您的資金都將存放在滙豐的客戶資金戶口中,戶口裡的資金僅用於客户投資,並與Endowus的資產完全分開
Fund Name
1y
3y ann.
1y payout
Risk level
Fund-level fees after Cashback
PIMCO | IE00B87KCF77
PIMCO GIS Income Fund USD
+10.6%
+8.2%
-

0.55%
PIMCO | IE00BYXVW909
PIMCO GIS Income Fund (Dist.) HKD
+10.7%
+8.1%
6.0%

0.55%
PIMCO | IE0004OJ12V5
PIMCO GIS Balanced Income and Growth Fund (Dist.)
-
-
-

0.95%
PIMCO | IE0002461055
PIMCO GIS Global Bond Fund USD-Hedged
+6.7%
+6.3%
-

0.49%
PIMCO | IE0030759645
PIMCO GIS Emerging Markets Bond Fund
+16.1%
+12.1%
-

0.79%
PIMCO | IE00B87KCF77
PIMCO GIS Income Fund USD

Low risk
1y:
+10.6%
3y ann.:
+8.2%
1y payout:
-
PIMCO | IE00BYXVW909
PIMCO GIS Income Fund (Dist.) HKD

Low risk
1y:
+10.7%
3y ann.:
+8.1%
1y payout:
6.0%
PIMCO | IE0004OJ12V5
PIMCO GIS Balanced Income and Growth Fund (Dist.)

Moderate risk
1y:
-
3y ann.:
-
1y payout:
-
PIMCO | IE0002461055
PIMCO GIS Global Bond Fund USD-Hedged

Low risk
1y:
+6.7%
3y ann.:
+6.3%
1y payout:
-
PIMCO | IE0030759645
PIMCO GIS Emerging Markets Bond Fund

Moderate high risk
1y:
+16.1%
3y ann.:
+12.1%
1y payout:
-
*Data as of 21 Jan 2026
以低於其他平台的費用購買基金
比較 PIMCO GIS收益基金(美元) 在不同平台投資所涉及的費用

Endowus clients are offered institutional share class funds, & at a much lower min investment amount.
*根據Endowus研究,數據更新至2025年10月6日。比較Endowus提供的機構級股份類別(IE00B8JDQ960)、與其他「0佣金」平台和私人銀行的零售級股份類別(IE00B8K7V925),以及零售銀行的零售級股份類別(IE00BHR40X61)。所指的「0佣金」平台是指收取隱含銷售佣金及平台費的平台。
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關於
Brookfield
Oaktree was formed in 1995 with the goal of developing a preeminent organization dedicated exclusively to alternative and non-mainstream investments and focused on attaining investment performance through risk control, loss minimization and consistency. Oaktree’s expertise in investing across the capital structure has allowed the firm to cultivate a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. Oaktree’s mission is to deliver superior investment results under control, and emphasizes an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes.
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