What is the CPF Investment Scheme (CPFIS) admission criteria for funds?

Updated by CPF 1mo ago

The admission criteria for the CPF Investment Scheme (CPFIS) funds are:

Top 25 percentile of funds in the global peer group
Total Expense Ratio (TERs) must not exceed the TER caps in the various risk categories:

Risk Categories	Expense Ratio Criterion (%)
Higher Risk	1.75
Medium to High Risk	1.55
Low to Medium Risk	0.95
Lower Risk	0.35

0% sales charge
Preferably have track record of good performance for at least three years

These criteria aims to raise the quality and lower cost of investments for funds included under the CPFIS.

You can refer to the reports on the performance of the CPFIS funds.

This information is sourced from CPF.

Topics:

Growing Your Savings CPF Investment Schemes

Related questions

Why is there revised criteria for new funds under the CPF Investment Scheme (CPFIS)?

What proportion of funds applying for admission into CPF Investment Scheme (CPFIS) has been successful? What is the target under the revised criteria?

What are the different evaluation factors for admission into CPF Investment Scheme (CPFIS) under the old and new entry criteria?

What is the rationale of harmonising the criteria for new and existing funds under the CPF Investment Scheme?

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