Unrivalled access to lower cost institutional share class funds, as compared to other platforms which charge more on the retail share class.
Enjoy hundreds to thousands of dollars in savings by making the transfer.
2. Access to the world’s top investors
These institutional share class funds are not normally available to retail investors at other distributors, and are typically half the cost, hence allowing us to bring costs down to the lowest levels achievable.
Our funds are picked by experts, and managed by experts. Every strategy is SMART+ curated by the Endowus Investment Office for performance, cost, investment process, and more.
3. Assistance from licensed experts
If you are interested in learning more and making a unit trust transfer, you can view more details here. You’re also welcome to schedule a 1-on-1 conversation with our team of SFC-licensed client advisors for support throughout the transfer process.