Unit Trusts

[wutawa]

- sold all income fund ut (-1.7%)
- all ut falling

i am envious @limster and @marcoyeo are earning so much from their amundi ut under poems.
my amundi (poems) is best among my ut.
fsm ut still profit but all my mari ut cmi..

 

[Andrew833]

I currently have $100k in Amundi World, Amundi USA, and Amundi Emerging market.
According to Endowus Website I will pay 0.60% or $600 a year
Poems I pay $0 a year

If I have $500k in Amundi World, Amundi USA and Amundi US
Endowus I pay 0.5% or $2,500 a year.
Poems I pay $0

What benefits do I get from Endowus in return for paying this versus Poems?

There may be hidden fee, only know it when you are charge. Website and AI don't have data.

 

[marcoyeo]

Why you move Endowus to Poems?
I have both but only use Endowus to buy UT.

No platform fee for Amundi.

 

[wutawa]

- sold all income fund ut (-1.7%)
- all ut falling

- world index ut and asian growth ut are flat
- sg div ut is down. all 4 mari invest (save+, income, gold, sg eq) started good but ended badly.

 

[limster]

September update on my Experimental Unit Trust Portfolio
Some say all you have to do is blindly buy index funds every month, sure make money. I created an experimental unit trust portfolio in April to see if it is true and I will report every 2 months.

For September, $$$ return going up, but average price is going up and percentage return going down.

Month 6 update (Portfolio started April 2026)

last month, I mentioned that doing DCA in an upward market means that my average buying price keeps on going up and my % return goes down, because stocks are getting more expensive

Interestingly this month, my average buying price went up but so did the % return and the $$$ return.

So far, seems like this blindly DCA low cost unit trust every month seems to be working... lets see what happens at the end of the year.