Description: Licensed by MAS. Grow all your money through intelligent investment portfolios built by experts, customised to your goals. Award-winning fee-only wealth platform.
Headquartered in Singapore, Endowus is the first digital advisor for CPF, SRS, and cash savings, helping everyone invest holistically, conveniently, and with expert advice at the lowest cost possible.
Endowus aims to provide the historical performance of the best proxy to a fund prior to the inception of the fund so as to capture a sufficiently long period to illustrate the past market cycles such as the 2008 Global Financial Crisis. The challenge Endowus encounters is that one fund may have several share classes with different inception dates, different fees, and different denomination currencies and even for the earliest share class it may not date back to the period that we aim to provide.
Endowus provides the representative cumulative historical performance in a table, including the yearly returns since the earliest available performance data, YTD, 1M, 6M, 3Y, 6Y and 10Y returns, and in a chart, which shows growth of capital using monthly performance data. The annualized 1Y, 3Y, 5Y, 10Y return is also presented. The performance data is computed on single pricing basis.