Investment Solutions

About CashUp Portfolios

• What are money market and short duration bond funds? (HK)
• When can I receive my money after redeeming my CashUp model portfolios? (HK)
• What are the risks of investing in CashUp model portfolios? (HK)
• Can I use Endowus CashUp model portfolios as a corporation or institutional investor? (HK)
• What are the underlying funds for Endowus CashUp model portfolios? (HK)
• What fees do I have to pay for CashUp model portfolios? (HK)
• See all 7 articles

About Passive Income Portfolios

• What is the asset allocation of each Passive Income model portfolio? (HK)
• When will I receive payouts from my distributing funds? (HK)
• How do you calculate the current payout target of the Endowus Passive Income model portfolios? (HK)

About Satellite Portfolios

• What is a core-satellite investment strategy? (HK)
• What is the difference between Endowus core portfolios and Endowus satellite portfolios? (HK)

About Core Portfolios

• Which funds are in the Endowus Global model portfolios? (HK)
• What are Endowus Factors model portfolios? What is a ‘factors’ investing strategy? (HK)
• What is the difference between Endowus Global model portfolios and Factors model portfolios? (HK)

Choosing the right investments for me

• How do you recommend suitable funds for me? (HK)
• What factors should I consider when choosing a portfolio? (HK)
• Should I pick my own funds or use the Endowus model portfolios? (HK)

How we assess funds

• How does Endowus quantify a fund’s risk rating? (HK)

About Fund Smart

• What are Cash & Equivalents in the Model Portfolios? (HK)
• What are Complex Products? (HK)
• How does Endowus assess concentration risk checks? (HK)
• What are the funds I can buy based on my risk profile? (HK)
• How are the funds selected by Endowus? (HK)
• How do I choose the right funds for Fund Smart? (HK)
• See all 7 articles