Cpf oa

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s0crates

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Based on what I uds from the endowus guys only endowus have access to the sp500 passive unit trust on cpfis, for their other exposure endowus is the only one doing trailer fee rebates.

There is not etf on cpfis. And moneyowl is not on cpf as well.

Value.Matrix said:
Talk to cpfis providers like endowus, moneyowl, Ifast Global Markets (DIY) for low cost ETFs approved under CPFIS
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Value.Matrix

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s0crates said:
Based on what I uds from the endowus guys only endowus have access to the sp500 passive unit trust on cpfis, for their other exposure endowus is the only one doing trailer fee rebates.

There is not etf on cpfis. And moneyowl is not on cpf as well.
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They will but it will take time. CPFIS has 2 at least, STI ETF and ABF bond fund should be approved.

Wait for the updates to include S-Reits ETF etc.

For MoneyOwl, it will take time for them to advice.
 
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maple96

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yoongf said:
Transfer to parents RA acct can earn up to 6%.
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That's right. Learn from Lorna Tan, she told her brother she is using her dad's RA as an investment vehicle since it had been depleted, her dad is 80, and she already max her RA to ERS and SA more than 200k. She topup her dad's RA with cash!
 
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Han Shot First

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s0crates said:
Lionglobal infinity US 500 stock index fund
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Do you mean it is possible to buy Lionglobal Infinity US 500 Stock Index Fund from Endowus? (I thought Endowus sells only DFA and PIMCO unit trusts.)

Using cash or CPF OA?

Any idea how much of the trail fee is rebated?

I thought Lion Global Investors did say in a Straits Times article (a few months ago) that they were trying to get their Infinity funds listed as CPFIS investment vehicles but so far, there is no news on their progress.
 
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s0crates

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Nope. Cpfis unit trusts have been made up of the lousiest investment options (retail share class, high TER) for the longest time. No wonder the default option for "smart" people have been to tranafer OA to SA.

What endowus does is to buy their preferred portfolio of whatever that is available in CPFIS, give back the trailer fees so that overall costs for its customers are lower. One of the funds that is in their preferred portfolio is the said sp500, which they are the only one that's carrying it for cpfis.




Han Shot First said:
Do you mean it is possible to buy Lionglobal Infinity US 500 Stock Index Fund from Endowus? (I thought Endowus sells only DFA and PIMCO unit trusts.)

Using cash or CPF OA?

Any idea how much of the trail fee is rebated?

I thought Lion Global Investors did say in a Straits Times article (a few months ago) that they were trying to get their Infinity funds listed as CPFIS investment vehicles but so far, there is no news on their progress.
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w1rbelw1nd

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Han Shot First said:
Do you mean it is possible to buy Lionglobal Infinity US 500 Stock Index Fund from Endowus? (I thought Endowus sells only DFA and PIMCO unit trusts.)

Using cash or CPF OA?

Any idea how much of the trail fee is rebated?

I thought Lion Global Investors did say in a Straits Times article (a few months ago) that they were trying to get their Infinity funds listed as CPFIS investment vehicles but so far, there is no news on their progress.
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Different funds have different level of trailer fees. Anyway this is the level of rebates for the LGISP500

dZRsSTI.jpg


I dont think investors can access to the infinity funds themselves, they still need to go through dollardex/FSMone to get it executed.
 
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maple96

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iceblendedchoc said:
You mean cash the oa out?
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If our parents are under RSS and qualify for mthly payout, if u transfer your OA to their RA, it is like early withdrawal of your OA thru their RSS mthly payout. At the same time earning 4% interest or more if their RA plus other CPF balances are below 60k.
 
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