How do I set up my first investment? (HK)

You may set up your first investment by following the steps below: 

1. Go to Invest | Redeem | Transfer

2. Go to Add Goal on the sidebar

3. Select a fund or model portfolio based on your needs and requirements

4. Select the fund(s) you’d like to invest

4. Select your investment horizon to make sure the goal is suitable for you

5. Select your investment objective to make sure the goal is suitable for you

6. Confirm your investment on the Confirmation page via OTP

Step-by-step video guide:

How to create a multi-fund portfolio

How to set up a single-fund portfolio

Experience Endowus Webinar:

Every month at 6pm evening, we hold live sessions detailing how best to leverage our platform for your financial goals as well as answering all your questions about Endowus.

You may register for a session by clicking on this link.  https://endowus.com/en-hk/contact-us?tab=experience-endowus#contact

Transaction Timeline

For funded investments created  before 11AM on a valid business day, we will endeavour to process for execution on the same business day. You can assume that the investment has taken place at the Fund's Net Asset Value ('trading price') of that day*. 

The final investment price, units, and trade date will be confirmed while settlement will take 1-3 more business days to complete.

*Please note that there are funds that are an exception to this (listed in the Exceptions section below) and the trading price will be locked in after an additional day (T+1).

Exceptions

The following funds will require an additional day for processing:

1. HK0000720810 - PING AN MONEY MARKET FUND "I" (USD) ACC
2. IE00BJXS6M75 - HSBC GLOBAL AGGREGATE BOND INDEX "HC" (HKD) ACC
3. IE00BH4GHK17 - HSBC GLOBAL EMERGING MARKET GOVERNMENT BOND INDEX "HCH" (HKD) ACC
4. IE00BJXS6P07 - HSBC GLOBAL CORPORATE BOND UCITS ETF "HCH" (HKD) ACC
5. HK0000465895 - HSBC GLOBAL MONEY FUNDS HONG KONG DOLLAR "C" (HKD) ACC
6. HK0000465952 - HSBC GLOBAL MONEY FUNDS US DOLLAR "C" (USD) ACC

Professional Investors Only

1. IE00BF2MW353 - ISHARES GLOBAL AGGREGATE 1-5 YEAR BOND INDEX "D" (USD) INC
2. IE00BD0NCN62 - ISHARES DEVELOPED WORLD INDEX "D" (USD) ACC
3. IE00BYWYC907 - ISHARES EMERGING MARKETS INDEX "D" (USD) ACC F
4. IE00BD0NCS18 - ISHARES JAPAN INDEX "D" (USD) ACC B
5. IE00BD0NCP86 - ISHARES PACIFIC INDEX "D" (USD) ACC A
6. IE00BYQX7S71 - NEUBERGER BERMAN CHINA BOND "I" (USD) ACC
7. IE00BKC5WH35 - ALGEBRIS FINANCIAL CREDIT FUND "I" (HKDHDG) ACC
8. IE00BK017B22 - ALGEBRIS FINANCIAL CREDIT FUND "I" (USDHDG) ACC
9. IE00BK017C39 - ALGEBRIS FINANCIAL CREDIT FUND "ID"(USDHDG) INC
10. IE000DISYLT4 - GMO RESOURCES UCITS "E" (USD) ACC
11. LU1057469113 - LUMYNA BOFA MLCX COMMODITY ALPHA UCITS "B-5" (USD) ACC
12. IE00BMBSCJ96 - AMUNDI BRIDGEWATER ALL WEATHER SUSTAINABILITY "A" (USD) ACC
13. IE00BY7RRR74 - WELLINGTON EMERGING MARKET DEVELOPMENT "N" (USD) ACC

Valid Business Day

Your investments are executed on a best-effort basis on a valid business day, which excludes Hong Kong public holidays and Fund Holidays (as declared by the individual Fund Managers).

Please note that the cut-off time for setting up investments may be earlier than 11AM if a valid business day falls on the eve of a public holiday.