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To make your investments work harder for you, Endowus is now recommending to include the Amundi Index Global Agg 500m Fund in the fixed income component of the Flagship CPF Portfolio.
The Amundi Index Global Agg 500m Fund is the first low-cost, global fixed income passive index fund for CPF investing. It is the cheapest fixed income option available for CPF OA investments, with fund-level fees at just 0.1% per annum* (p.a.).
Join Hugh Chung, Endowus Chief Investment Advisory Officer; Yulin Liu, Endowus Investment Lead; and Sunny Leung, Head of ETF, Indexing and Smart Beta, South Asia, Amundi, as they share:
1. Details of the Amundi global passive fixed income fund
2. Why invest your CPF in passive fixed income index funds
3. How you can benefit from lower fees and better long-term results from the recommended change
4. How to opt in to this recommended portfolio change
Chapters:
00:00 – Introduction to Endowus
03:27 – About the Flagship CPF Portfolios, part of our advised portfolios
04:13 – Introduction to Amundi
05:10 – Comparing the new and current Flagship CPF Portfolios after the recommended change
14:09 – How to accept the recommended portfolio change
15:49 – Amundi passive index funds available for CPF investing
20:32 – Fixed income: Amundi Index Global Agg 500m Fund
21:24 – Equities: Amundi Index MSCI World and Amundi Prime USA Fund
22:53 – Should I invest my CPF money?
28:07 – Q&A: How much exposure to China real estate and municipals do the Flagship Portfolios have?
30:52 – Q&A: The recommended portfolio change will reduce the cost of the fixed income component by 41% or 17 basis points
31:23 – Q&A: Do the returns of the Flagship CPF Portfolios justify the risks?
34:40 – Q&A: Amundi MSCI World Index Fund vs Index Global Agg 500m Fund
36:39 – Q&A: How does investing in Endowus solutions help me beat inflation?
Read more on Endowus Insights:
► Flagship CPF Portfolios fixed income component enhanced: [ Ссылка ]
► Launch of Amundi fixed income index fund for CPF: [ Ссылка ]
► Flagship CPF Portfolios equity component made better with Amundi funds: [ Ссылка ]
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Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Projected performance is not guaranteed. Please refer to our full disclaimer here: [ Ссылка ]
