1. Deliver a superior investment solution to all investors

We want to enrich the financial health of every Singaporean investor. We do so by providing an investment fund that aims to deliver superior long-term returns through investing in stocks for the long haul. We’re targeting an annual return of at least 12% over the long run (a five to seven-year period, or longer) for Compounder Fund’s investors, net of all fees. A 12% annual return will double your money every six years. It will also likely be a market-beating return. From January 1970 to February 2020, the MSCI World Index – a collection of stocks across 23 developed markets – produced an annual return of 8.6% in US-dollar terms, including dividends. 

Compounder Fund can only serve accredited investors now. But our long-term goal is to open Compounder Fund to all investors in Singapore (and maybe the world!). Good investing should be for everyone.

2. Educate the public about sound investing

We intend to run Compounder Fund transparently, so that the fund’s return and actions can be a source for investor education. We intend to publish the following on Compounder Fund’s website, and make the materials accessible to both the fund’s investors and the general public:

(a) All of Compounder Fund’s holdings
(b) Compounder Fund’s performance
(c) Our investment theses for the fund’s holdings
(d) How we build and maintain the portfolio

The way we intend to invest for Compounder Fund is not the only way to invest. It’s not even the best way. But we think it’s a good way. And that’s why we want to spread the word.

(Just to be clear, we will not be revealing Compounder Fund’s trades before they are executed.)

3. Charge fair fees that benefit investors

We’re designing Compounder Fund’s fees to drop as its assets under management (AUM) grows. This is rare in the investment industry.

The costs of running a fund often don’t increase as fast as the fees that are earned. This gives us an opportunity to share the spoils with you as one of Compounder Fund’s investors. A key objective with Compounder Fund is to enrich investors in Singapore – from this perspective, the lower the fund’s fees are, the more you could benefit.

More on our fees here or in the Owner’s Manual!

4. Give back to society

Through building and running Compounder Fund, we want to contribute to society in a meaningful way. This is why we are setting aside at least 10% of every dollar we earn from Compounder Fund in each year for charities of our choice. Rest assured: We’re using only our personal profits from the fund for our charitable endeavours. We will audit our giving. (Check out our past audits here)