FUNDPILOT · PUBLIC UX RESEARCH · 21 SEPTEMBER 2026

Four fund pages.
Four different jobs.

Original live-page evidence from Morningstar, FSM Global, POEMS and Endowus. A practical comparison of what each page shows, how it presents it, and what FundPilot should learn.

My recommendation

Use Endowus as the visual starting point. Add Morningstar's analytical context, FSM's operational detail and POEMS's funding matrices in progressively disclosed sections.

EndowusBest overall visual reference
Reading flow, explanatory copy, progressive disclosure.
MorningstarBest specialist analysis
Peers, risk, factors, holdings and methodology context.
FSM GlobalBest operational factsheet
Eligibility, minimums, timelines, charges and documents.
POEMSBest compact terms lookup
Funding-method matrices and concise period metrics.

Subjective judgments of these pages, not firm or fund ratings. Endowus intentionally shows a different fund. Morningstar and POEMS match on ISIN; FSM's exact ISIN remains unverified in rendered evidence.

Put the originals side by side

Select two retained states. Panels scroll independently; click an image to open the unmodified original.

Common, partial and distinctive capabilities

“Not observed” is not “absent.” A visible control does not establish a working anonymous workflow.

CapabilityMorningstarFSMPOEMSEndowusInterpretation
Exact ISINObservedNot observed in rendered pageObservedObservedFSM name/manager/currency support correspondence, not exact-ISIN verification.
Class currencyObservedObserved SGD title/priceObservedObserved expanded factsKeep quotation and class identity explicit.
ObjectiveObservedObservedObservedObserved expandableDifferent Endowus fund; compare presentation only.
Fund sizeObserved total/class assetsObserved AUMNot observedObserved dated sizeFund and class AUM are different aggregation levels.
Payout/historyOld events and empty annual componentCurrent No/dashesTwo old dividend eventsAccumulation textHistorical distributions and current policy are not interchangeable.
Price/return chartObserved configurableObserved toggleObserved iframe toggleObserved toggleDifferent defaults and reinvestment labels.
Chart range controlsPeriods/custom dates/frequencyPeriods/More1–20-year menu/navigatorAll Time/1/3/5YAvailability is not complete-history proof.
Chart comparisonSearch control, untested additionCompare control, result unverifiedPeer-finder link, untested workflowNot observed in chartNo claim of absent platform comparison capability.
Calendar returnsAnnual peer tableAnnual bar chartNot observed in detail tabsMonthly grid and annual totalDifferent levels of detail.
Trailing returnsPeer/rank/date-basis tableBars and peer tableReturn/risk period tableCumulative/annualised tilesMust align as-of dates and annualisation.
Peer/category rankingsObserved quartile/percentile/countPeer returns/review tableOutbound compare entryNot observedRank is meaningful only with category population/date.
DrawdownMagnitude and peak/valley/duration1/3Y sidebar and dated reviewNot observed in primary tablesHistorical max with helpPeriods/frequencies differ.
Standard deviationObserved 3/5/10Y control3Y annualised volatility1/3/5/10YVolatility, period unresolvedDo not conflate measured risk and rating scale.
Sharpe/SortinoSharpe observedSharpe sidebar; Sortino reviewBoth observedNot observedNo assertion on other fund/pages.
Alpha/beta/R2/captureObservedNot observedNot observedNot observedSpecialist optional analytics.
HoldingsTop10 detailed tableTop10 weighted barsNot observedUp to15 simple tableCounts and partial coverage need labels.
Sector/regionSelector + comparator tablesPie/legend/dateNot observedSimple toggled tablesTaxonomy and report dates differ.
Style/factors/valuationObservedInvestment-style editorialNot observedEditorial onlyNumeric factors are not editorial style.
ESG/carbon/involvementObservedNot observedNot observedNot observedOnly observed here, not claimed exclusive platform-wide.
Named managerObserved tenure/timelineReview narrativeCompany profile only observedPeople editorialProvider company and individual manager are distinct.
Research rationaleAnalysis gatedConditional public reviewObjective/company narrativeConditional public perspectiveSeparate opinion from source facts.
Fund feesMaximum/current/history/cost illustrationSeparate dated fund blockManagement/expense ratio matrixTER before/after rebateDifferent fee types must not be flattened.
Platform feesExcluded by illustration noteExplicit quarterly fee/GST/tierSales/switching matrixCashback explained; not all-in quotePlatform context controls actual customer costs.
Funding eligibilityPurchase constraints mostly blankCash/SRS/CPF yes/noFunding-method columnsFunding chipsFSM/POEMS CPF difference unresolved.
MinimumsInitial minimumInitial/subsequent/holding/redemption/RSPInitial/subsequent/redemption/RSPNot fund-specific in detail observedGlobal account minimum is not fund minimum.
Dealing cutoff/timingNot observedProcessing stages/T+ days3 PM cutoffNot observedPlatform-specific data.
HolidaysNot observedObserved holiday cardNot observedNot observedNo-holiday message coexists with fund-holiday dates.
RSPNot observedMinimum/action/feesSchedule tableNot observed in detailDo not infer platform absence.
DocumentsNo library observedFive dated types; opening unverifiedFour links; opening blockedFour links; document blankLinks are not verified document contents.
History table/searchChart summary table alternativeDaily last3M/search testedDividend table search controlCalendar Load more testedDifferent histories and search scopes.
Export/printImage control untestedExport control untestedImage/print controls untestedNot observedNo exported result claimed.
Accessibility alternativesChart tables tested; defects seenLabels often generic/iconicEmbedded chart limited textPlain basis text; unnamed iconsNo WCAG or screen-reader certification.
MobileHeader/summary sampledOverview + fee drawerOverview/chart + performanceOverview + performance390×844 limited sampling, not exhaustive.

Searchable field inventory

634 individual field/control entries. Similar names remain separate when period, source, platform or meaning differs.

ID / SiteSection / labelHow displayedBasis / unitsInteraction / statusEvidence
F001
Morningstar
Identity
Fund name
Name/ISIN hero, star image, action buttonsSG9999002463; SGD. Stars and Medalist are distinct.
As labelled; see basis
Identity read; unlock/watchlist not exercised
observed
MS08
F002
Morningstar
Identity
ISIN
Name/ISIN hero, star image, action buttonsSG9999002463; SGD. Stars and Medalist are distinct.
As labelled; see basis
Identity read; unlock/watchlist not exercised
observed
MS08
F003
Morningstar
Identity
Fund type
Name/ISIN hero, star image, action buttonsSG9999002463; SGD. Stars and Medalist are distinct.
As labelled; see basis
Identity read; unlock/watchlist not exercised
observed
MS08
F004
Morningstar
Identity
Currency
Name/ISIN hero, star image, action buttonsSG9999002463; SGD. Stars and Medalist are distinct.
As labelled; see basis
Identity read; unlock/watchlist not exercised
observed
MS08
F005
Morningstar
Identity
Morningstar star rating
Name/ISIN hero, star image, action buttonsSG9999002463; SGD. Stars and Medalist are distinct.
As labelled; see basis
Identity read; unlock/watchlist not exercised
observed
MS08
F006
Morningstar
Identity
Medalist unlock
Name/ISIN hero, star image, action buttonsSG9999002463; SGD. Stars and Medalist are distinct.
As labelled; see basis
Identity read; unlock/watchlist not exercised
observed
MS08
F007
Morningstar
Identity
Add to Watchlist
Name/ISIN hero, star image, action buttonsSG9999002463; SGD. Stars and Medalist are distinct.
As labelled; see basis
Identity read; unlock/watchlist not exercised
observed
MS08
F008
Morningstar
Summary overview
NAV
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F009
Morningstar
Summary overview
1-Day Return
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F010
Morningstar
Summary overview
Category
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F011
Morningstar
Summary overview
Total Assets
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F012
Morningstar
Summary overview
Adj. Expense Ratio
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F013
Morningstar
Summary overview
Prospectus Net Expense Ratio
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F014
Morningstar
Summary overview
Fee Level - Distribution
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F015
Morningstar
Summary overview
Load
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F016
Morningstar
Summary overview
Equity Style Box
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F017
Morningstar
Summary overview
SEC Yield
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F018
Morningstar
Summary overview
TTM Yield
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F019
Morningstar
Summary overview
Min. Initial Investment
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F020
Morningstar
Summary overview
Turnover
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F021
Morningstar
Summary overview
Status
Horizontal label/value carouselMissing adjusted/prospectus ratios and SEC yield displayed as dashes; not zero. NAV and returns have different source dates.
As labelled; see basis
Carousel forward control observed
observed
MS26
F022
Morningstar
Summary performance
Growth of 10,000
Multi-line chart, event markers and lower flows graphic10-year summary; named comparison roles.
As labelled; see basis
Returns/Distributions switch tested
observed
MS26
F023
Morningstar
Summary performance
Investment growth series
Multi-line chart, event markers and lower flows graphic10-year summary; named comparison roles.
As labelled; see basis
Returns/Distributions switch tested
observed
MS26
F024
Morningstar
Summary performance
Category growth series
Multi-line chart, event markers and lower flows graphic10-year summary; named comparison roles.
As labelled; see basis
Returns/Distributions switch tested
observed
MS26
F025
Morningstar
Summary performance
Index growth series
Multi-line chart, event markers and lower flows graphic10-year summary; named comparison roles.
As labelled; see basis
Returns/Distributions switch tested
observed
MS26
F026
Morningstar
Summary performance
Full Manager Change
Multi-line chart, event markers and lower flows graphic10-year summary; named comparison roles.
As labelled; see basis
Returns/Distributions switch tested
observed
MS26
F027
Morningstar
Summary performance
Partial Manager Change
Multi-line chart, event markers and lower flows graphic10-year summary; named comparison roles.
As labelled; see basis
Returns/Distributions switch tested
observed
MS26
F028
Morningstar
Summary performance
Restructure
Multi-line chart, event markers and lower flows graphic10-year summary; named comparison roles.
As labelled; see basis
Returns/Distributions switch tested
observed
MS26
F029
Morningstar
Summary performance
Investment Flows
Multi-line chart, event markers and lower flows graphic10-year summary; named comparison roles.
As labelled; see basis
Returns/Distributions switch tested
observed
MS26
F030
Morningstar
Annual returns
Investment
Horizontal year table; quartile glyphs; rows per comparator2016–2025 and YTD; category codes can appear instead of names.
Returns %, rank/count/code as labelled
Reverse and metadata controls observed
observed
MS26
F031
Morningstar
Annual returns
Category
Horizontal year table; quartile glyphs; rows per comparator2016–2025 and YTD; category codes can appear instead of names.
Returns %, rank/count/code as labelled
Reverse and metadata controls observed
observed
MS26
F032
Morningstar
Annual returns
Index
Horizontal year table; quartile glyphs; rows per comparator2016–2025 and YTD; category codes can appear instead of names.
Returns %, rank/count/code as labelled
Reverse and metadata controls observed
observed
MS26
F033
Morningstar
Annual returns
Quartile Rank
Horizontal year table; quartile glyphs; rows per comparator2016–2025 and YTD; category codes can appear instead of names.
Returns %, rank/count/code as labelled
Reverse and metadata controls observed
observed
MS26
F034
Morningstar
Annual returns
Percentile Rank
Horizontal year table; quartile glyphs; rows per comparator2016–2025 and YTD; category codes can appear instead of names.
Returns %, rank/count/code as labelled
Reverse and metadata controls observed
observed
MS26
F035
Morningstar
Annual returns
# of Invest. in Cat.
Horizontal year table; quartile glyphs; rows per comparator2016–2025 and YTD; category codes can appear instead of names.
Returns %, rank/count/code as labelled
Reverse and metadata controls observed
observed
MS26
F036
Morningstar
Annual returns
Category Name
Horizontal year table; quartile glyphs; rows per comparator2016–2025 and YTD; category codes can appear instead of names.
Returns %, rank/count/code as labelled
Reverse and metadata controls observed
observed
MS26
F037
Morningstar
Trailing returns
Investment
Scrollable period table1M/3M/YTD/1Y/3Y/5Y/10Y/15Y/earliest available. Day End/Month End/Quarter End.
Returns %, rank/count; source date
Date-basis menu opened; Day End selected
observed
MS25 MS26
F038
Morningstar
Trailing returns
Category
Scrollable period table1M/3M/YTD/1Y/3Y/5Y/10Y/15Y/earliest available. Day End/Month End/Quarter End.
Returns %, rank/count; source date
Date-basis menu opened; Day End selected
observed
MS25 MS26
F039
Morningstar
Trailing returns
Index
Scrollable period table1M/3M/YTD/1Y/3Y/5Y/10Y/15Y/earliest available. Day End/Month End/Quarter End.
Returns %, rank/count; source date
Date-basis menu opened; Day End selected
observed
MS25 MS26
F040
Morningstar
Trailing returns
Quartile Rank
Scrollable period table1M/3M/YTD/1Y/3Y/5Y/10Y/15Y/earliest available. Day End/Month End/Quarter End.
Returns %, rank/count; source date
Date-basis menu opened; Day End selected
observed
MS25 MS26
F041
Morningstar
Trailing returns
Percentile Rank
Scrollable period table1M/3M/YTD/1Y/3Y/5Y/10Y/15Y/earliest available. Day End/Month End/Quarter End.
Returns %, rank/count; source date
Date-basis menu opened; Day End selected
observed
MS25 MS26
F042
Morningstar
Trailing returns
# of Invest. in Cat.
Scrollable period table1M/3M/YTD/1Y/3Y/5Y/10Y/15Y/earliest available. Day End/Month End/Quarter End.
Returns %, rank/count; source date
Date-basis menu opened; Day End selected
observed
MS25 MS26
F043
Morningstar
Trailing returns
As-of date
Scrollable period table1M/3M/YTD/1Y/3Y/5Y/10Y/15Y/earliest available. Day End/Month End/Quarter End.
Returns %, rank/count; source date
Date-basis menu opened; Day End selected
observed
MS25 MS26
F044
Morningstar
Distributions
Distribution Date
Event table; annual component empty-state textTwo 1996/1997 events; SGD. Annual component explicitly no data.
Date; SGD amounts
Distributions tab verified
observed
MS24
F045
Morningstar
Distributions
Distrib NAV
Event table; annual component empty-state textTwo 1996/1997 events; SGD. Annual component explicitly no data.
Date; SGD amounts
Distributions tab verified
observed
MS24
F046
Morningstar
Distributions
Income
Event table; annual component empty-state textTwo 1996/1997 events; SGD. Annual component explicitly no data.
Date; SGD amounts
Distributions tab verified
observed
MS24
F047
Morningstar
Distributions
S/T Cap Gain
Event table; annual component empty-state textTwo 1996/1997 events; SGD. Annual component explicitly no data.
Date; SGD amounts
Distributions tab verified
observed
MS24
F048
Morningstar
Distributions
L/T Cap Gain
Event table; annual component empty-state textTwo 1996/1997 events; SGD. Annual component explicitly no data.
Date; SGD amounts
Distributions tab verified
observed
MS24
F049
Morningstar
Distributions
Return of Cap
Event table; annual component empty-state textTwo 1996/1997 events; SGD. Annual component explicitly no data.
Date; SGD amounts
Distributions tab verified
observed
MS24
F050
Morningstar
Distributions
Total
Event table; annual component empty-state textTwo 1996/1997 events; SGD. Annual component explicitly no data.
Date; SGD amounts
Distributions tab verified
observed
MS24
F051
Morningstar
Distributions
Annual Distribution
Event table; annual component empty-state textTwo 1996/1997 events; SGD. Annual component explicitly no data.
Date; SGD amounts
Distributions tab verified
observed
MS24
F052
Morningstar
Strategy and related classes
Strategy objective
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F053
Morningstar
Strategy and related classes
Investment Name
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F054
Morningstar
Strategy and related classes
Ticker
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F055
Morningstar
Strategy and related classes
Inception
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F056
Morningstar
Strategy and related classes
Net Assets
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F057
Morningstar
Strategy and related classes
Front Load %
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F058
Morningstar
Strategy and related classes
Deferred Load %
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F059
Morningstar
Strategy and related classes
Expense Ratio %
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F060
Morningstar
Strategy and related classes
Minimum Initial Purchase
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F061
Morningstar
Strategy and related classes
12b-1 Actual
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F062
Morningstar
Strategy and related classes
Purchase Constraint
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F063
Morningstar
Strategy and related classes
Shareclass Attributes
Prose followed by SGD/USD share-class tableClass inception is not assumed equivalent to launch date or series start.
As labelled; see basis
Read-only display
observed
MS26
F064
Morningstar
Chart controls
Compare search
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F065
Morningstar
Chart controls
Data Type
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F066
Morningstar
Chart controls
Events
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F067
Morningstar
Chart controls
Indicators
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F068
Morningstar
Chart controls
Fundamentals
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F069
Morningstar
Chart controls
Display
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F070
Morningstar
Chart controls
Drawings
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F071
Morningstar
Chart controls
Generate Image
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F072
Morningstar
Chart controls
Clear Chart
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F073
Morningstar
Chart controls
Settings
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F074
Morningstar
Chart controls
Time Period
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F075
Morningstar
Chart controls
Start Date
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F076
Morningstar
Chart controls
End Date
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F077
Morningstar
Chart controls
Frequency
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F078
Morningstar
Chart controls
Currency
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F079
Morningstar
Chart controls
Chart/table toggle
Toolbar and dropdowns above chart1M/3M/YTD/1Y/5Y/MAX; Daily/Weekly/Monthly.
As labelled; see basis
Menus and table alternative tested; drawings/settings/export/comparator addition untested
observed
MS16 MS22
F080
Morningstar
Chart data types
Price
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F081
Morningstar
Chart data types
Price With Dividend
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F082
Morningstar
Chart data types
NAV
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F083
Morningstar
Chart data types
NAV With Dividend
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F084
Morningstar
Chart data types
Post-Tax NAV
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F085
Morningstar
Chart data types
% Change
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F086
Morningstar
Chart data types
Initial Value
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F087
Morningstar
Chart data types
Growth
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F088
Morningstar
Chart data types
Growth With Dividend
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F089
Morningstar
Chart data types
NAV Growth
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F090
Morningstar
Chart data types
Post-Tax
Grouped switch menuGeneric exposed choices; default NAV Growth with initial value 10000.
As labelled; see basis
Menu inspected; every series not individually tested
observed-control
MS17
F091
Morningstar
Chart events and indicators
Dividends
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F092
Morningstar
Chart events and indicators
Bollinger Bands (BBands)
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F093
Morningstar
Chart events and indicators
Exponential Moving Average (EMA)
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F094
Morningstar
Chart events and indicators
MA Envelope
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F095
Morningstar
Chart events and indicators
Simple Moving Average (SMA)
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F096
Morningstar
Chart events and indicators
Weighted Moving Average
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F097
Morningstar
Chart events and indicators
MACD
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F098
Morningstar
Chart events and indicators
Momentum
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F099
Morningstar
Chart events and indicators
Rate of Change (ROC)
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F100
Morningstar
Chart events and indicators
Relative Strength Index (RSI)
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F101
Morningstar
Chart events and indicators
Dividend Yield
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F102
Morningstar
Chart events and indicators
Rolling Dividend
Searchable/grouped menus; overlay/lower-chart groupsAvailable menu labels, not proof of meaningful data for every fund.
As labelled; see basis
Menus opened; indicators not applied
observed-control
MS18 MS19 MS20
F103
Morningstar
Chart display
Mountain
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F104
Morningstar
Chart display
Line
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F105
Morningstar
Chart display
Dot
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F106
Morningstar
Chart display
AboveBelow
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F107
Morningstar
Chart display
Linear
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F108
Morningstar
Chart display
Logarithmic
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F109
Morningstar
Chart display
Earliest
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F110
Morningstar
Chart display
Common
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F111
Morningstar
Chart display
Main Ticker
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F112
Morningstar
Chart display
Extended Market Hour
Radio/switch menuGeneric chart controls; market-hour option may not be relevant to a unit trust.
As labelled; see basis
Menu inspected
observed-control
MS21
F113
Morningstar
Chart table alternative
Ticker
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F114
Morningstar
Chart table alternative
Data Type
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F115
Morningstar
Chart table alternative
Start Date
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F116
Morningstar
Chart table alternative
Starting Value
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F117
Morningstar
Chart table alternative
End Date
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F118
Morningstar
Chart table alternative
Ending Value
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F119
Morningstar
Chart table alternative
Change
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F120
Morningstar
Chart table alternative
%Change
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F121
Morningstar
Chart table alternative
Currency
Summary table replacing plotShows NAV Growth, 10000 starting value and dated final value.
As labelled; see basis
Table switch verified
observed
MS22
F122
Morningstar
Risk
Portfolio Risk Score
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F123
Morningstar
Risk
Risk Level
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F124
Morningstar
Risk
% Private
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F125
Morningstar
Risk
Risk vs. Category
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F126
Morningstar
Risk
Return vs. Category
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F127
Morningstar
Risk
Alpha
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F128
Morningstar
Risk
Beta
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F129
Morningstar
Risk
R-squared
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F130
Morningstar
Risk
Sharpe Ratio
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F131
Morningstar
Risk
Standard Deviation
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F132
Morningstar
Risk
Risk/Return Total Return
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F133
Morningstar
Risk
Upside Capture
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F134
Morningstar
Risk
Downside Capture
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F135
Morningstar
Risk
Maximum Drawdown
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F136
Morningstar
Risk
Peak
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F137
Morningstar
Risk
Valley
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F138
Morningstar
Risk
Max Duration
Gauge, scales, peer table, scatter/table alternative and drawdown dates3/5/10Y tabs; 3Y inspected. Portfolio score July 2026, other measures August 2026; score not tied to period tabs.
As labelled; see basis
Risk metadata and scatter-to-table verified
observed
MS05 MS06 MS07
F139
Morningstar
Risk metadata
Calculation Benchmark
Popover separated by risk componentMSCI Golden Dragon NR USD calculation benchmark differs from Morningstar China TME GR USD comparison index.
As labelled; see basis
Metadata opened
observed
MS07
F140
Morningstar
Risk metadata
Comparison Index
Popover separated by risk componentMSCI Golden Dragon NR USD calculation benchmark differs from Morningstar China TME GR USD comparison index.
As labelled; see basis
Metadata opened
observed
MS07
F141
Morningstar
Risk metadata
Category
Popover separated by risk componentMSCI Golden Dragon NR USD calculation benchmark differs from Morningstar China TME GR USD comparison index.
As labelled; see basis
Metadata opened
observed
MS07
F142
Morningstar
Risk metadata
Category Population
Popover separated by risk componentMSCI Golden Dragon NR USD calculation benchmark differs from Morningstar China TME GR USD comparison index.
As labelled; see basis
Metadata opened
observed
MS07
F143
Morningstar
Risk metadata
Metric currency
Popover separated by risk componentMSCI Golden Dragon NR USD calculation benchmark differs from Morningstar China TME GR USD comparison index.
As labelled; see basis
Metadata opened
observed
MS07
F144
Morningstar
Risk metadata
Metric as-of dates
Popover separated by risk componentMSCI Golden Dragon NR USD calculation benchmark differs from Morningstar China TME GR USD comparison index.
As labelled; see basis
Metadata opened
observed
MS07
F145
Morningstar
Asset allocation
Equity
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F146
Morningstar
Asset allocation
Fixed Income
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F147
Morningstar
Asset allocation
Other
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F148
Morningstar
Asset allocation
Cash
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F149
Morningstar
Asset allocation
Total
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F150
Morningstar
Asset allocation
Net
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F151
Morningstar
Asset allocation
Short
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F152
Morningstar
Asset allocation
Long
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F153
Morningstar
Asset allocation
Economic Exposure
Allocation table with net/short/long columnsZero, dash and value kept distinct.
As labelled; see basis
Economic Exposure control not changed
observed
MS08
F154
Morningstar
Style and factors
Stock Style Map
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F155
Morningstar
Style and factors
Style
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F156
Morningstar
Style and factors
Yield
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F157
Morningstar
Style and factors
Momentum
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F158
Morningstar
Style and factors
Quality
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F159
Morningstar
Style and factors
Volatility factor
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F160
Morningstar
Style and factors
Liquidity
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F161
Morningstar
Style and factors
Size
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F162
Morningstar
Style and factors
5-Yr Historical Range
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F163
Morningstar
Style and factors
Category Average
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F164
Morningstar
Style and factors
AI Summary
Style map and multi-factor comparative graphicFactor profile is not fund return volatility; history/category context shown.
As labelled; see basis
AI Summary not invoked; factor/table controls observed
observed
MS08
F165
Morningstar
Style measures
Price/Earnings
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F166
Morningstar
Style measures
Price/Book
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F167
Morningstar
Style measures
Price/Sales
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F168
Morningstar
Style measures
Price/Cash Flow
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F169
Morningstar
Style measures
Dividend Yield %
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F170
Morningstar
Style measures
Long-Term Earnings %
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F171
Morningstar
Style measures
Historical Earnings %
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F172
Morningstar
Style measures
Sales Growth %
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F173
Morningstar
Style measures
Cash-Flow Growth %
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F174
Morningstar
Style measures
Book-Value Growth %
Investment/category/index tableLook-through equity characteristics; not fund-level cash distributions.
As labelled; see basis
Read-only display
observed
MS08
F175
Morningstar
Market capitalization
Avg Market Cap
Three average values and size table with comparator columnsBillions for averages; weights in percent.
As labelled; see basis
Measures → Market Cap verified
observed
MS32
F176
Morningstar
Market capitalization
Category Avg Market Cap
Three average values and size table with comparator columnsBillions for averages; weights in percent.
As labelled; see basis
Measures → Market Cap verified
observed
MS32
F177
Morningstar
Market capitalization
Index Avg Market Cap
Three average values and size table with comparator columnsBillions for averages; weights in percent.
As labelled; see basis
Measures → Market Cap verified
observed
MS32
F178
Morningstar
Market capitalization
Giant
Three average values and size table with comparator columnsBillions for averages; weights in percent.
As labelled; see basis
Measures → Market Cap verified
observed
MS32
F179
Morningstar
Market capitalization
Large
Three average values and size table with comparator columnsBillions for averages; weights in percent.
As labelled; see basis
Measures → Market Cap verified
observed
MS32
F180
Morningstar
Market capitalization
Mid
Three average values and size table with comparator columnsBillions for averages; weights in percent.
As labelled; see basis
Measures → Market Cap verified
observed
MS32
F181
Morningstar
Market capitalization
Small
Three average values and size table with comparator columnsBillions for averages; weights in percent.
As labelled; see basis
Measures → Market Cap verified
observed
MS32
F182
Morningstar
Market capitalization
Micro
Three average values and size table with comparator columnsBillions for averages; weights in percent.
As labelled; see basis
Measures → Market Cap verified
observed
MS32
F183
Morningstar
Exposure
Sector
Selector, grouped visual and comparator tableSector taxonomy differs from FSM.
As labelled; see basis
Sector menu opened; Country selected
observed
MS08 MS28 MS29
F184
Morningstar
Exposure
Country
Selector, grouped visual and comparator tableSector taxonomy differs from FSM.
As labelled; see basis
Sector menu opened; Country selected
observed
MS08 MS28 MS29
F185
Morningstar
Exposure
Region
Selector, grouped visual and comparator tableSector taxonomy differs from FSM.
As labelled; see basis
Sector menu opened; Country selected
observed
MS08 MS28 MS29
F186
Morningstar
Exposure
Investment %
Selector, grouped visual and comparator tableSector taxonomy differs from FSM.
As labelled; see basis
Sector menu opened; Country selected
observed
MS08 MS28 MS29
F187
Morningstar
Exposure
Category %
Selector, grouped visual and comparator tableSector taxonomy differs from FSM.
As labelled; see basis
Sector menu opened; Country selected
observed
MS08 MS28 MS29
F188
Morningstar
Exposure
Cyclical
Selector, grouped visual and comparator tableSector taxonomy differs from FSM.
As labelled; see basis
Sector menu opened; Country selected
observed
MS08 MS28 MS29
F189
Morningstar
Exposure
Sensitive
Selector, grouped visual and comparator tableSector taxonomy differs from FSM.
As labelled; see basis
Sector menu opened; Country selected
observed
MS08 MS28 MS29
F190
Morningstar
Exposure
Defensive
Selector, grouped visual and comparator tableSector taxonomy differs from FSM.
As labelled; see basis
Sector menu opened; Country selected
observed
MS08 MS28 MS29
F191
Morningstar
Holdings aggregates
Equity Holdings
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F192
Morningstar
Holdings aggregates
Bond Holdings
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F193
Morningstar
Holdings aggregates
Other Holdings
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F194
Morningstar
Holdings aggregates
Total Holdings
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F195
Morningstar
Holdings aggregates
% Assets in Top 10 Holdings
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F196
Morningstar
Holdings aggregates
Reported Turnover %
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F197
Morningstar
Holdings aggregates
Active Share
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F198
Morningstar
Holdings aggregates
Women Directors %
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F199
Morningstar
Holdings aggregates
Women Executives %
Compact aggregates above holdings table75 total holdings; only largest 10 displayed. Turnover June 2025; holdings/active share June 2026.
As labelled; see basis
Read-only display
observed
MS08
F200
Morningstar
Holding detail
Holdings name
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F201
Morningstar
Holding detail
% Portfolio Weight
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F202
Morningstar
Holding detail
First Bought
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F203
Morningstar
Holding detail
Market Value
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F204
Morningstar
Holding detail
Market Value as-of
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F205
Morningstar
Holding detail
Cur
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F206
Morningstar
Holding detail
Share Change %
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F207
Morningstar
Holding detail
1-Year Return
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F208
Morningstar
Holding detail
Forward P/E
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F209
Morningstar
Holding detail
Sector
Horizontally scrolling tableHoldings June 30 2026. Security return differs from fund return.
As labelled; see basis
Read-only display
observed
MS08
F210
Morningstar
Price maximum fees
Front Load
Maximum-fee label/value blockMaximum sales fee labels; not distributor transaction charges. SGD minimum.
As labelled; see basis
Read-only display
observed
MS13
F211
Morningstar
Price maximum fees
Deferred Load
Maximum-fee label/value blockMaximum sales fee labels; not distributor transaction charges. SGD minimum.
As labelled; see basis
Read-only display
observed
MS13
F212
Morningstar
Price maximum fees
Redemption Load
Maximum-fee label/value blockMaximum sales fee labels; not distributor transaction charges. SGD minimum.
As labelled; see basis
Read-only display
observed
MS13
F213
Morningstar
Price maximum fees
Min. Initial Investment
Maximum-fee label/value blockMaximum sales fee labels; not distributor transaction charges. SGD minimum.
As labelled; see basis
Read-only display
observed
MS13
F214
Morningstar
Price fee analysis
Net Expense Ratio
Peer comparison and 1/5/10-year cost chart/table10k SGD; hypothetical 5% return. Missing current expense ratio coexists with zero ongoing illustration cost.
As labelled; see basis
Do not interpret missing costs as actual free investment
observed
MS13
F215
Morningstar
Price fee analysis
Fee comparison group
Peer comparison and 1/5/10-year cost chart/table10k SGD; hypothetical 5% return. Missing current expense ratio coexists with zero ongoing illustration cost.
As labelled; see basis
Do not interpret missing costs as actual free investment
observed
MS13
F216
Morningstar
Price fee analysis
Ongoing fee level
Peer comparison and 1/5/10-year cost chart/table10k SGD; hypothetical 5% return. Missing current expense ratio coexists with zero ongoing illustration cost.
As labelled; see basis
Do not interpret missing costs as actual free investment
observed
MS13
F217
Morningstar
Price fee analysis
Fee as-of date
Peer comparison and 1/5/10-year cost chart/table10k SGD; hypothetical 5% return. Missing current expense ratio coexists with zero ongoing illustration cost.
As labelled; see basis
Do not interpret missing costs as actual free investment
observed
MS13
F218
Morningstar
Price fee analysis
Cost illustration Purchase
Peer comparison and 1/5/10-year cost chart/table10k SGD; hypothetical 5% return. Missing current expense ratio coexists with zero ongoing illustration cost.
As labelled; see basis
Do not interpret missing costs as actual free investment
observed
MS13
F219
Morningstar
Price fee analysis
Cost illustration Ongoing
Peer comparison and 1/5/10-year cost chart/table10k SGD; hypothetical 5% return. Missing current expense ratio coexists with zero ongoing illustration cost.
As labelled; see basis
Do not interpret missing costs as actual free investment
observed
MS13
F220
Morningstar
Price fee analysis
Cost illustration Redemption
Peer comparison and 1/5/10-year cost chart/table10k SGD; hypothetical 5% return. Missing current expense ratio coexists with zero ongoing illustration cost.
As labelled; see basis
Do not interpret missing costs as actual free investment
observed
MS13
F221
Morningstar
Price fee analysis
Cost illustration Total
Peer comparison and 1/5/10-year cost chart/table10k SGD; hypothetical 5% return. Missing current expense ratio coexists with zero ongoing illustration cost.
As labelled; see basis
Do not interpret missing costs as actual free investment
observed
MS13
F222
Morningstar
Expanded fees
Historical Expense Ratio
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F223
Morningstar
Expanded fees
Category Average Expense
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F224
Morningstar
Expanded fees
Comparison Group Expense
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F225
Morningstar
Expanded fees
Management Actual
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F226
Morningstar
Expanded fees
Management Maximum
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F227
Morningstar
Expanded fees
12b-1 Maximum
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F228
Morningstar
Expanded fees
Administrative Maximum
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F229
Morningstar
Expanded fees
Expense Waivers
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F230
Morningstar
Expanded fees
3-Year Tax Cost Ratio Fund
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F231
Morningstar
Expanded fees
3-Year Tax Cost Ratio Category
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F232
Morningstar
Expanded fees
Potential Capital Gains Exposure
Expanded chart/table and label/value sections2022–2026 annual-report ratio history. Taxes mostly dashes.
As labelled; see basis
More Fees / Expenses Data verified
observed
MS15
F233
Morningstar
Parent
Firm Name
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F234
Morningstar
Parent
Market
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F235
Morningstar
Parent
Total Net Assets
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F236
Morningstar
Parent
Investment Flows TTM
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F237
Morningstar
Parent
Asset Growth Rate TTM
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F238
Morningstar
Parent
# of Investments
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F239
Morningstar
Parent
Manager Retention Rate 5 Years
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F240
Morningstar
Parent
Net Flows
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F241
Morningstar
Parent
Growth Rate %
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F242
Morningstar
Parent
Industry Market Share %
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F243
Morningstar
Parent
Rating Breakdown
Aggregate strip, chart and tableParent aggregates missing; rating breakdown explicitly unavailable.
As labelled; see basis
Visible component with missing data
observed-missing
MS09
F244
Morningstar
People
Inception Date
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F245
Morningstar
People
Number of Managers
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F246
Morningstar
People
Longest Tenure
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F247
Morningstar
People
Average Tenure
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F248
Morningstar
People
Advisor(s)
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F249
Morningstar
People
Manager name
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F250
Morningstar
People
Manager start/end
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F251
Morningstar
People
Manager Timeline
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F252
Morningstar
People
Gender legend
Summary plus named manager link and timelineCalvin Goh Chin Siong; October 2025 start displayed.
As labelled; see basis
Manager biography link not expanded
observed
MS09
F253
Morningstar
Sustainability
Portfolio ESG Risk Rating
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F254
Morningstar
Sustainability
Corporate ESG Historical
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F255
Morningstar
Sustainability
Corporate ESG Current
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F256
Morningstar
Sustainability
Global Category Average Historical
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F257
Morningstar
Sustainability
Sovereign ESG Historical
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F258
Morningstar
Sustainability
Sovereign ESG Current
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F259
Morningstar
Sustainability
Low Carbon Designation
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F260
Morningstar
Sustainability
Portfolio Carbon Risk Score
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F261
Morningstar
Sustainability
12-Month Average
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F262
Morningstar
Sustainability
Category Best/Worst
Rating icons, scales, score charts and metadataSome values/accessible descriptions incomplete; templating strings exposed.
As labelled; see basis
Read-only display
observed
MS10
F263
Morningstar
Product involvement
Animal Testing
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F264
Morningstar
Product involvement
Fur & Speciality Leather
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F265
Morningstar
Product involvement
Controversial Weapons
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F266
Morningstar
Product involvement
Military Contracting
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F267
Morningstar
Product involvement
Small Arms
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F268
Morningstar
Product involvement
Nuclear
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F269
Morningstar
Product involvement
GMOs
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F270
Morningstar
Product involvement
Palm Oil
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F271
Morningstar
Product involvement
Pesticides
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F272
Morningstar
Product involvement
Alcohol
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F273
Morningstar
Product involvement
Tobacco
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F274
Morningstar
Product involvement
Life Ethics
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F275
Morningstar
Product involvement
Adult Entertainment
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F276
Morningstar
Product involvement
Gambling
Table alternative with exclusion status, investment %, category %Business practices; defence; energy; environment; health/life; values groups.
As labelled; see basis
Chart-to-table verified
observed
MS11
F277
Morningstar
Fossil fuel involvement
Thermal Coal Extraction
Table with portfolio coverage, portfolio %, category %UI spells Extraction incorrectly for Oil Sands; normalized here.
As labelled; see basis
Chart-to-table verified
observed
MS11
F278
Morningstar
Fossil fuel involvement
Thermal Coal Power Generation
Table with portfolio coverage, portfolio %, category %UI spells Extraction incorrectly for Oil Sands; normalized here.
As labelled; see basis
Chart-to-table verified
observed
MS11
F279
Morningstar
Fossil fuel involvement
Oil and Gas Production
Table with portfolio coverage, portfolio %, category %UI spells Extraction incorrectly for Oil Sands; normalized here.
As labelled; see basis
Chart-to-table verified
observed
MS11
F280
Morningstar
Fossil fuel involvement
Oil and Gas Power Generation
Table with portfolio coverage, portfolio %, category %UI spells Extraction incorrectly for Oil Sands; normalized here.
As labelled; see basis
Chart-to-table verified
observed
MS11
F281
Morningstar
Fossil fuel involvement
Oil and Gas Products and Services
Table with portfolio coverage, portfolio %, category %UI spells Extraction incorrectly for Oil Sands; normalized here.
As labelled; see basis
Chart-to-table verified
observed
MS11
F282
Morningstar
Fossil fuel involvement
Oil Sands Extraction
Table with portfolio coverage, portfolio %, category %UI spells Extraction incorrectly for Oil Sands; normalized here.
As labelled; see basis
Chart-to-table verified
observed
MS11
F283
Morningstar
Fossil fuel involvement
Arctic Oil and Gas Exploration
Table with portfolio coverage, portfolio %, category %UI spells Extraction incorrectly for Oil Sands; normalized here.
As labelled; see basis
Chart-to-table verified
observed
MS11
F284
Morningstar
Fossil fuel involvement
Shale Energy Extraction
Table with portfolio coverage, portfolio %, category %UI spells Extraction incorrectly for Oil Sands; normalized here.
As labelled; see basis
Chart-to-table verified
observed
MS11
F285
Morningstar
Analysis
Analyst report content
Account-creation destinationFree-account gate observed; no account created.
As labelled; see basis
Analysis click tested; contents inaccessible
inaccessible
MS12
F286
FSM
Identity
Fund name
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F287
FSM
Identity
Fund manager
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F288
FSM
Identity
Asset chip
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F289
FSM
Identity
Sector chip
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F290
FSM
Identity
Region chip
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F291
FSM
Identity
Latest NAV
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F292
FSM
Identity
Last Updated Singapore Time
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F293
FSM
Identity
Alert
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F294
FSM
Identity
Favourite
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F295
FSM
Identity
Buy
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F296
FSM
Identity
RSP
Large hero, price, chips and sticky tab barSGD; exact ISIN not observed.
As labelled; see basis
Read-only identity; account/action controls not exercised
observed
FS01
F297
FSM
Overview
Objective
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F298
FSM
Overview
AUM (million)
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F299
FSM
Overview
FSM Risk Rating
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F300
FSM
Overview
Launch Date
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F301
FSM
Overview
Launch Price
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F302
FSM
Overview
Historical Dividend
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F303
FSM
Overview
Dividend Yield (%)
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F304
FSM
Overview
Dividend Frequency
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F305
FSM
Overview
CPF Risk Classification
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F306
FSM
Overview
Min. Initial Amount
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F307
FSM
Overview
Min. RSP Investment
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F308
FSM
Overview
RSP Special List
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F309
FSM
Overview
Annual Expense Ratio
Multi-column label/value grid; risk segmentsPage update timestamp is not each field source date. Dashes for several dividend/launch fields.
As labelled; see basis
Read-only display
observed
FS01
F310
FSM
Chart
Price
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F311
FSM
Chart
Performance
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F312
FSM
Chart
Period currency/percentage change
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F313
FSM
Chart
1W
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F314
FSM
Chart
1M
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F315
FSM
Chart
3M
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F316
FSM
Chart
6M
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F317
FSM
Chart
1Y
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F318
FSM
Chart
YTD
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F319
FSM
Chart
2Y
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F320
FSM
Chart
3Y
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F321
FSM
Chart
5Y
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F322
FSM
Chart
10Y
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F323
FSM
Chart
Compare
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F324
FSM
Chart
Chart export/menu
Green area chart, segmented controls, More menuPerformance explicitly SGD with dividends reinvested.
As labelled; see basis
Performance and 5Y tested; Compare produced no verified comparison result
observed
FS09 FS10 FS11 FS12
F325
FSM
Returns and ranges
Annualised Returns
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F326
FSM
Returns and ranges
Calendar Year Returns
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F327
FSM
Returns and ranges
1Y High
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F328
FSM
Returns and ranges
1Y Low
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F329
FSM
Returns and ranges
3Y High
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F330
FSM
Returns and ranges
3Y Low
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F331
FSM
Returns and ranges
All Time High
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F332
FSM
Returns and ranges
All Time Low
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F333
FSM
Returns and ranges
High/low dates
Return bar charts, dated range cardsReturn periods 1W through 10Y; calendar 2021–2025. Short-period annualisation needs clarification.
As labelled; see basis
Read-only display
observed
FS01
F334
FSM
Operational sidebar
Cash eligibility
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F335
FSM
Operational sidebar
SRS eligibility
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F336
FSM
Operational sidebar
CPFIS-OA eligibility
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F337
FSM
Operational sidebar
CPFIS-SA eligibility
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F338
FSM
Operational sidebar
Recommended Fund
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F339
FSM
Operational sidebar
Buy Order Placement
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F340
FSM
Operational sidebar
Buy Order Transact
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F341
FSM
Operational sidebar
Complete to Holdings
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F342
FSM
Operational sidebar
Sell Order Placement
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F343
FSM
Operational sidebar
Sell Order Transact
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F344
FSM
Operational sidebar
Paid Out
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F345
FSM
Operational sidebar
3Y Annualised Volatility
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F346
FSM
Operational sidebar
3Y Sharpe Ratio
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F347
FSM
Operational sidebar
1Y Max Drawdown
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F348
FSM
Operational sidebar
3Y Max Drawdown
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F349
FSM
Operational sidebar
Upcoming Fund Holidays
Cards; yes/no eligibility, dated processing timeline and risk tilesPlatform-specific; holiday card has Singapore message and separate fund-holiday dates.
As labelled; see basis
Read-only display
observed
FS01 FS09
F350
FSM
Related content
Fund Ideas
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F351
FSM
Related content
Fund Returns tool
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F352
FSM
Related content
Fund RSP tool
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F353
FSM
Related content
Fund Selector
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F354
FSM
Related content
Recommended Fund tool
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F355
FSM
Related content
Article type
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F356
FSM
Related content
Article title
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F357
FSM
Related content
Author
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F358
FSM
Related content
Article date
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F359
FSM
Related content
Views
Sidebar links and article cardsTool entry points observed; external tools not run.
As labelled; see basis
Read-only display
observed
FS01
F360
FSM
Documents
Prospectus
PDF icon tiles with datesDates visible; contents not verified.
As labelled; see basis
Factsheet click yielded no verifiable new document
observed-control
FS01 FS13
F361
FSM
Documents
Semi-Annual Report
PDF icon tiles with datesDates visible; contents not verified.
As labelled; see basis
Factsheet click yielded no verifiable new document
observed-control
FS01 FS13
F362
FSM
Documents
Annual Report
PDF icon tiles with datesDates visible; contents not verified.
As labelled; see basis
Factsheet click yielded no verifiable new document
observed-control
FS01 FS13
F363
FSM
Documents
Product Highlights Sheet
PDF icon tiles with datesDates visible; contents not verified.
As labelled; see basis
Factsheet click yielded no verifiable new document
observed-control
FS01 FS13
F364
FSM
Documents
Fund Factsheet
PDF icon tiles with datesDates visible; contents not verified.
As labelled; see basis
Factsheet click yielded no verifiable new document
observed-control
FS01 FS13
F365
FSM
Documents
Document dates
PDF icon tiles with datesDates visible; contents not verified.
As labelled; see basis
Factsheet click yielded no verifiable new document
observed-control
FS01 FS13
F366
FSM
Information
Asset Class
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F367
FSM
Information
Sector
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F368
FSM
Information
Geographical Allocation
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F369
FSM
Information
RSP Special List
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F370
FSM
Information
MAS Registration
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F371
FSM
Information
Right to cancel
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F372
FSM
Information
Pricing Basis
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F373
FSM
Information
Min. Initial Amount
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F374
FSM
Information
Min. Subsequent Investment
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F375
FSM
Information
Min. Redemption Amount
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F376
FSM
Information
Min. RSP Investment
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F377
FSM
Information
Min. Holdings
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F378
FSM
Information
Charges & Fees
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F379
FSM
Information
Dividend
Label/value rowsForward pricing; redemption/holding units differ from currency investment minimums.
As labelled; see basis
Read-only display
observed
FS02
F380
FSM
Manager information
Company narrative
Long text plus contact blockNarrative AUM dated June 2022; not current quote data.
As labelled; see basis
Contact/manager links not followed
observed
FS02
F381
FSM
Manager information
Company
Long text plus contact blockNarrative AUM dated June 2022; not current quote data.
As labelled; see basis
Contact/manager links not followed
observed
FS02
F382
FSM
Manager information
Address
Long text plus contact blockNarrative AUM dated June 2022; not current quote data.
As labelled; see basis
Contact/manager links not followed
observed
FS02
F383
FSM
Manager information
Telephone
Long text plus contact blockNarrative AUM dated June 2022; not current quote data.
As labelled; see basis
Contact/manager links not followed
observed
FS02
F384
FSM
Manager information
Fax
Long text plus contact blockNarrative AUM dated June 2022; not current quote data.
As labelled; see basis
Contact/manager links not followed
observed
FS02
F385
FSM
Manager information
Email
Long text plus contact blockNarrative AUM dated June 2022; not current quote data.
As labelled; see basis
Contact/manager links not followed
observed
FS02
F386
FSM
Manager information
URL
Long text plus contact blockNarrative AUM dated June 2022; not current quote data.
As labelled; see basis
Contact/manager links not followed
observed
FS02
F387
FSM
Manager information
View fund managed
Long text plus contact blockNarrative AUM dated June 2022; not current quote data.
As labelled; see basis
Contact/manager links not followed
observed
FS02
F388
FSM
Holdings and allocations
Top 10 total weight
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F389
FSM
Holdings and allocations
Holdings report date
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F390
FSM
Holdings and allocations
Holding name
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F391
FSM
Holdings and allocations
Weighting (%)
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F392
FSM
Holdings and allocations
Holding sector
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F393
FSM
Holdings and allocations
Country/Region
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F394
FSM
Holdings and allocations
Country/region weight
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F395
FSM
Holdings and allocations
Sector allocation
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F396
FSM
Holdings and allocations
Sector weight
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F397
FSM
Holdings and allocations
PDF extraction caveat
Weight bars inside striped table; allocation pies/legends6 Sep 2026; sectors for individual holdings are dashes. PDF extraction warning explicit.
As labelled; see basis
Read-only display
observed
FS02 FS14
F398
FSM
Fund Review
Fund Objective
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F399
FSM
Fund Review
Review year labels
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F400
FSM
Fund Review
Investment approach
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F401
FSM
Fund Review
Fund Investment Style
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F402
FSM
Fund Review
Manager narrative
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F403
FSM
Fund Review
Fund versus peer
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F404
FSM
Fund Review
3Y annualised return
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F405
FSM
Fund Review
3Y maximum drawdown
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F406
FSM
Fund Review
3Y downside deviation
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F407
FSM
Fund Review
3Y Sortino ratio
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F408
FSM
Fund Review
Review source/date
Editorial narrative and comparison tableMonthly gross-dividend total returns SGD, 31 Mar 2026. Conditional fund review.
As labelled; see basis
Public review tab opened
conditional-observed
FS04
F409
FSM
Price History
Row number
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F410
FSM
Price History
NAV Price (SGD)
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F411
FSM
Price History
Changes (SGD)
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F412
FSM
Price History
Changes (%)
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F413
FSM
Price History
NAV Date
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F414
FSM
Price History
Quick Search
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F415
FSM
Price History
Export
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F416
FSM
Price History
Page size
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F417
FSM
Price History
Pagination
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F418
FSM
Price History
Total count
Searchable/sortable tableDaily last three months. 62 total remained after search filtered one row.
As labelled; see basis
Search 18 Sep verified; export/sort not executed
observed
FS05 FS06
F419
FSM
Related Funds
Fund name
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F420
FSM
Related Funds
Fund manager
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F421
FSM
Related Funds
YTD
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F422
FSM
Related Funds
1 WK
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F423
FSM
Related Funds
1 MTH
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F424
FSM
Related Funds
3 MTH
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F425
FSM
Related Funds
6 MTH
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F426
FSM
Related Funds
1 YR
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F427
FSM
Related Funds
2 YR
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F428
FSM
Related Funds
3 YR
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F429
FSM
Related Funds
5 YR
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F430
FSM
Related Funds
10 YR
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F431
FSM
Related Funds
Transact
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F432
FSM
Related Funds
Favourite
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F433
FSM
Related Funds
Pagination
Wide peer-fund tableSubject plus peers; total count wording not identical to visible row count.
As labelled; see basis
Sort/actions observed, not executed
observed
FS07
F434
FSM
Charges platform
Sales Charge
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F435
FSM
Charges platform
RSP charge
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F436
FSM
Charges platform
Switching Fee
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F437
FSM
Charges platform
CPF Platform Fee
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F438
FSM
Charges platform
Cash/SRS Platform Fee
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F439
FSM
Charges platform
Diamond tier exception
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F440
FSM
Charges platform
GST
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F441
FSM
Charges platform
Buy processing
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F442
FSM
Charges platform
Sell processing
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F443
FSM
Charges platform
Platform charge calculation
Separate platform-fee block and explanatory notesPlatform fee per quarter; 9% GST statement; generally T+4/T+7 business days.
As labelled; see basis
Read-only display
observed
FS03
F444
FSM
Charges fund
Annual Management Charge
Separate fund-fee blockAnnual expense ratio 31 Dec 2025; mother fund dash; source annual/semiannual report.
As labelled; see basis
Read-only display
observed
FS03
F445
FSM
Charges fund
Annual Management Charge Mother Fund
Separate fund-fee blockAnnual expense ratio 31 Dec 2025; mother fund dash; source annual/semiannual report.
As labelled; see basis
Read-only display
observed
FS03
F446
FSM
Charges fund
Annual Expense Ratio
Separate fund-fee blockAnnual expense ratio 31 Dec 2025; mother fund dash; source annual/semiannual report.
As labelled; see basis
Read-only display
observed
FS03
F447
FSM
Charges fund
Expense ratio date
Separate fund-fee blockAnnual expense ratio 31 Dec 2025; mother fund dash; source annual/semiannual report.
As labelled; see basis
Read-only display
observed
FS03
F448
FSM
Charges fund
Prospectus
Separate fund-fee blockAnnual expense ratio 31 Dec 2025; mother fund dash; source annual/semiannual report.
As labelled; see basis
Read-only display
observed
FS03
F449
FSM
Charges fund
Other Significant Fees
Separate fund-fee blockAnnual expense ratio 31 Dec 2025; mother fund dash; source annual/semiannual report.
As labelled; see basis
Read-only display
observed
FS03
F450
FSM
Charges fund
Fund-fees-in-NAV explanation
Separate fund-fee blockAnnual expense ratio 31 Dec 2025; mother fund dash; source annual/semiannual report.
As labelled; see basis
Read-only display
observed
FS03
F451
FSM
Mobile
Charges & Payment Method sheet
Bottom drawer and horizontal tabs390×844; sheet contains fee/eligibility content instead of visible desktop Charges tab.
As labelled; see basis
Sheet opened
observed
FS-mobile-loaded FS-mobile-charges
F452
FSM
Mobile
Fixed minimum/action panel
Bottom drawer and horizontal tabs390×844; sheet contains fee/eligibility content instead of visible desktop Charges tab.
As labelled; see basis
Sheet opened
observed
FS-mobile-loaded FS-mobile-charges
F453
FSM
Mobile
Mobile tab overflow
Bottom drawer and horizontal tabs390×844; sheet contains fee/eligibility content instead of visible desktop Charges tab.
As labelled; see basis
Sheet opened
observed
FS-mobile-loaded FS-mobile-charges
F454
POEMS
Identity and navigation
Fund name
Title, linked risk category and orange active tabSG9999002463, SGD in General Info.
As labelled; see basis
All six primary tabs opened
observed
PO04
F455
POEMS
Identity and navigation
PSPL Risk Classification
Title, linked risk category and orange active tabSG9999002463, SGD in General Info.
As labelled; see basis
All six primary tabs opened
observed
PO04
F456
POEMS
Identity and navigation
General Info
Title, linked risk category and orange active tabSG9999002463, SGD in General Info.
As labelled; see basis
All six primary tabs opened
observed
PO04
F457
POEMS
Identity and navigation
Performance
Title, linked risk category and orange active tabSG9999002463, SGD in General Info.
As labelled; see basis
All six primary tabs opened
observed
PO04
F458
POEMS
Identity and navigation
Dividend Info
Title, linked risk category and orange active tabSG9999002463, SGD in General Info.
As labelled; see basis
All six primary tabs opened
observed
PO04
F459
POEMS
Identity and navigation
Documents
Title, linked risk category and orange active tabSG9999002463, SGD in General Info.
As labelled; see basis
All six primary tabs opened
observed
PO04
F460
POEMS
Identity and navigation
Regular Saving Plans (RSP)
Title, linked risk category and orange active tabSG9999002463, SGD in General Info.
As labelled; see basis
All six primary tabs opened
observed
PO04
F461
POEMS
Identity and navigation
Fund Manager Info
Title, linked risk category and orange active tabSG9999002463, SGD in General Info.
As labelled; see basis
All six primary tabs opened
observed
PO04
F462
POEMS
General information
Objective
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F463
POEMS
General information
Asset Class
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F464
POEMS
General information
Sector
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F465
POEMS
General information
Geography
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F466
POEMS
General information
Launch Date
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F467
POEMS
General information
Launch Price
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F468
POEMS
General information
ISIN
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F469
POEMS
General information
Fund Currency
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F470
POEMS
General information
Fund Source
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F471
POEMS
General information
Dealing Cut Off Time
Prose plus two-column fact blockCutoff 3 PM Singapore; Cash/SRS source shown.
As labelled; see basis
Read-only
observed
PO09
F472
POEMS
Funding matrix
Cash
Rows by minimum type; columns by funding methodSGD investment amounts versus units for redemption; N/A explicitly shown.
As labelled; see basis
Read-only display
observed
PO02
F473
POEMS
Funding matrix
CPFOA-IA
Rows by minimum type; columns by funding methodSGD investment amounts versus units for redemption; N/A explicitly shown.
As labelled; see basis
Read-only display
observed
PO02
F474
POEMS
Funding matrix
CPFSA-IA
Rows by minimum type; columns by funding methodSGD investment amounts versus units for redemption; N/A explicitly shown.
As labelled; see basis
Read-only display
observed
PO02
F475
POEMS
Funding matrix
SRS-IA
Rows by minimum type; columns by funding methodSGD investment amounts versus units for redemption; N/A explicitly shown.
As labelled; see basis
Read-only display
observed
PO02
F476
POEMS
Funding matrix
Minimum Investment Amount
Rows by minimum type; columns by funding methodSGD investment amounts versus units for redemption; N/A explicitly shown.
As labelled; see basis
Read-only display
observed
PO02
F477
POEMS
Funding matrix
Minimum Subsequent Investment
Rows by minimum type; columns by funding methodSGD investment amounts versus units for redemption; N/A explicitly shown.
As labelled; see basis
Read-only display
observed
PO02
F478
POEMS
Funding matrix
Minimum Redemption Amount ($)/units
Rows by minimum type; columns by funding methodSGD investment amounts versus units for redemption; N/A explicitly shown.
As labelled; see basis
Read-only display
observed
PO02
F479
POEMS
Charge matrix
POEMS Sales Charge/ Switching Fee
Funding-method columns in a separate charges tableActual platform sales fee differs from prospectus maximum; no adjacent expense-ratio date observed.
As labelled; see basis
Read-only display
observed
PO02
F480
POEMS
Charge matrix
Redemption/Realisation Charge
Funding-method columns in a separate charges tableActual platform sales fee differs from prospectus maximum; no adjacent expense-ratio date observed.
As labelled; see basis
Read-only display
observed
PO02
F481
POEMS
Charge matrix
Annual Management Fee
Funding-method columns in a separate charges tableActual platform sales fee differs from prospectus maximum; no adjacent expense-ratio date observed.
As labelled; see basis
Read-only display
observed
PO02
F482
POEMS
Charge matrix
Expense Ratio
Funding-method columns in a separate charges tableActual platform sales fee differs from prospectus maximum; no adjacent expense-ratio date observed.
As labelled; see basis
Read-only display
observed
PO02
F483
POEMS
Fund Return Metrics
Period
Compact side table1/3/5/10Y; source disclaimer below. No adjacent metric date observed.
As labelled; see basis
Read-only display
observed
PO02 PO09
F484
POEMS
Fund Return Metrics
Returns (%)
Compact side table1/3/5/10Y; source disclaimer below. No adjacent metric date observed.
As labelled; see basis
Read-only display
observed
PO02 PO09
F485
POEMS
Fund Return Metrics
Standard Deviation
Compact side table1/3/5/10Y; source disclaimer below. No adjacent metric date observed.
As labelled; see basis
Read-only display
observed
PO02 PO09
F486
POEMS
Fund Return Metrics
Sharpe Ratio
Compact side table1/3/5/10Y; source disclaimer below. No adjacent metric date observed.
As labelled; see basis
Read-only display
observed
PO02 PO09
F487
POEMS
Fund Return Metrics
Sortino Ratio
Compact side table1/3/5/10Y; source disclaimer below. No adjacent metric date observed.
As labelled; see basis
Read-only display
observed
PO02 PO09
F488
POEMS
Fund Return Metrics
Annualisation note
Compact side table1/3/5/10Y; source disclaimer below. No adjacent metric date observed.
As labelled; see basis
Read-only display
observed
PO02 PO09
F489
POEMS
Performance
YTD
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F490
POEMS
Performance
1 Week
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F491
POEMS
Performance
1 Month
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F492
POEMS
Performance
3 Months
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F493
POEMS
Performance
6 Months
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F494
POEMS
Performance
1 Year
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F495
POEMS
Performance
3 Years
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F496
POEMS
Performance
5 Years
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F497
POEMS
Performance
10 Years
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F498
POEMS
Performance
Performance (%)
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F499
POEMS
Performance
Standard Deviation
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F500
POEMS
Performance
Sharpe Ratio
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F501
POEMS
Performance
Sortino Ratio
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F502
POEMS
Performance
Availability explanation
Full-width period/risk tableBeyond one year annualised. Risk at >=1Y, conditional on available history; short risk rows N/A.
As labelled; see basis
Read-only display
observed
PO04
F503
POEMS
Chart
Period
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F504
POEMS
Chart
Unit Price
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F505
POEMS
Chart
Performance
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F506
POEMS
Chart
Crosshair
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F507
POEMS
Chart
Settings
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F508
POEMS
Chart
Export chart as image
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F509
POEMS
Chart
Print chart
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F510
POEMS
Chart
Navigator
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F511
POEMS
Chart
Latest-price marker
Blue area chart inside iframe with mini navigator1/2/3/5/10/15/20Y choices. Performance baseline 100%.
As labelled; see basis
5Y and Performance verified directly on exact embedded URL; export/print untested
observed
PO-chart PO-chart-periods PO-chart-performance
F512
POEMS
Chart settings
Theme
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F513
POEMS
Chart settings
Plot Type
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F514
POEMS
Chart settings
Crosshair
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F515
POEMS
Chart settings
Snap to Price
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F516
POEMS
Chart settings
Projection
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F517
POEMS
Chart settings
Gridlines
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F518
POEMS
Chart settings
Show Navigator
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F519
POEMS
Chart settings
Show Legend
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F520
POEMS
Chart settings
Show Quarter Lines
Settings dialogProjection is a menu label, not validated modelling capability.
As labelled; see basis
Dialog inspected then closed without saving
observed-control
PO-chart-settings
F521
POEMS
Dividend Info
12-month dividend yield
Yield cell and searchable event tableTwo 1996/1997 events; payment dates missing; yield N/A. About ten working days from payment date explanation.
As labelled; see basis
Read-only display
observed
PO05
F522
POEMS
Dividend Info
Crediting-time explanation
Yield cell and searchable event tableTwo 1996/1997 events; payment dates missing; yield N/A. About ten working days from payment date explanation.
As labelled; see basis
Read-only display
observed
PO05
F523
POEMS
Dividend Info
Ex Date
Yield cell and searchable event tableTwo 1996/1997 events; payment dates missing; yield N/A. About ten working days from payment date explanation.
As labelled; see basis
Read-only display
observed
PO05
F524
POEMS
Dividend Info
Payment Date
Yield cell and searchable event tableTwo 1996/1997 events; payment dates missing; yield N/A. About ten working days from payment date explanation.
As labelled; see basis
Read-only display
observed
PO05
F525
POEMS
Dividend Info
Dividend Payout per unit
Yield cell and searchable event tableTwo 1996/1997 events; payment dates missing; yield N/A. About ten working days from payment date explanation.
As labelled; see basis
Read-only display
observed
PO05
F526
POEMS
Dividend Info
Entries per page
Yield cell and searchable event tableTwo 1996/1997 events; payment dates missing; yield N/A. About ten working days from payment date explanation.
As labelled; see basis
Read-only display
observed
PO05
F527
POEMS
Dividend Info
Search
Yield cell and searchable event tableTwo 1996/1997 events; payment dates missing; yield N/A. About ten working days from payment date explanation.
As labelled; see basis
Read-only display
observed
PO05
F528
POEMS
Dividend Info
Pagination
Yield cell and searchable event tableTwo 1996/1997 events; payment dates missing; yield N/A. About ten working days from payment date explanation.
As labelled; see basis
Read-only display
observed
PO05
F529
POEMS
Documents
Prospectus
Labelled view linksNo adjacent document date observed; factsheet destination blocked in browser.
As labelled; see basis
Link inspected/open attempted
observed-control
PO06
F530
POEMS
Documents
Product Highlights Sheet
Labelled view linksNo adjacent document date observed; factsheet destination blocked in browser.
As labelled; see basis
Link inspected/open attempted
observed-control
PO06
F531
POEMS
Documents
Semi-Annual / Annual Reports
Labelled view linksNo adjacent document date observed; factsheet destination blocked in browser.
As labelled; see basis
Link inspected/open attempted
observed-control
PO06
F532
POEMS
Documents
FactSheet
Labelled view linksNo adjacent document date observed; factsheet destination blocked in browser.
As labelled; see basis
Link inspected/open attempted
observed-control
PO06
F533
POEMS
RSP
Fund Name
Single wide funding/schedule rowCash/SRS 100(M),250(Q). Blank CPF values retain M/Q; do not infer zero minimum.
As labelled; see basis
Subscribe not used
observed
PO07
F534
POEMS
RSP
Cash monthly/quarterly
Single wide funding/schedule rowCash/SRS 100(M),250(Q). Blank CPF values retain M/Q; do not infer zero minimum.
As labelled; see basis
Subscribe not used
observed
PO07
F535
POEMS
RSP
CPF OA monthly/quarterly
Single wide funding/schedule rowCash/SRS 100(M),250(Q). Blank CPF values retain M/Q; do not infer zero minimum.
As labelled; see basis
Subscribe not used
observed
PO07
F536
POEMS
RSP
CPF SA monthly/quarterly
Single wide funding/schedule rowCash/SRS 100(M),250(Q). Blank CPF values retain M/Q; do not infer zero minimum.
As labelled; see basis
Subscribe not used
observed
PO07
F537
POEMS
RSP
SRS monthly/quarterly
Single wide funding/schedule rowCash/SRS 100(M),250(Q). Blank CPF values retain M/Q; do not infer zero minimum.
As labelled; see basis
Subscribe not used
observed
PO07
F538
POEMS
RSP
Min Initial Investment Require/Amount
Single wide funding/schedule rowCash/SRS 100(M),250(Q). Blank CPF values retain M/Q; do not infer zero minimum.
As labelled; see basis
Subscribe not used
observed
PO07
F539
POEMS
RSP
1 Year Return
Single wide funding/schedule rowCash/SRS 100(M),250(Q). Blank CPF values retain M/Q; do not infer zero minimum.
As labelled; see basis
Subscribe not used
observed
PO07
F540
POEMS
RSP
Subscribe
Single wide funding/schedule rowCash/SRS 100(M),250(Q). Blank CPF values retain M/Q; do not infer zero minimum.
As labelled; see basis
Subscribe not used
observed
PO07
F541
POEMS
Fund Manager
Logo
Logo/contact block and company narrativeCompany AUM narrative dated June 2024; not named fund manager biography.
As labelled; see basis
Read-only display
observed
PO08
F542
POEMS
Fund Manager
Company name
Logo/contact block and company narrativeCompany AUM narrative dated June 2024; not named fund manager biography.
As labelled; see basis
Read-only display
observed
PO08
F543
POEMS
Fund Manager
Address
Logo/contact block and company narrativeCompany AUM narrative dated June 2024; not named fund manager biography.
As labelled; see basis
Read-only display
observed
PO08
F544
POEMS
Fund Manager
Telephone
Logo/contact block and company narrativeCompany AUM narrative dated June 2024; not named fund manager biography.
As labelled; see basis
Read-only display
observed
PO08
F545
POEMS
Fund Manager
Fax
Logo/contact block and company narrativeCompany AUM narrative dated June 2024; not named fund manager biography.
As labelled; see basis
Read-only display
observed
PO08
F546
POEMS
Fund Manager
URL
Logo/contact block and company narrativeCompany AUM narrative dated June 2024; not named fund manager biography.
As labelled; see basis
Read-only display
observed
PO08
F547
POEMS
Fund Manager
About Fund Manager
Logo/contact block and company narrativeCompany AUM narrative dated June 2024; not named fund manager biography.
As labelled; see basis
Read-only display
observed
PO08
F548
POEMS
Mobile
Wrapped primary tabs
Stacked layout and tight table390×844; overlay covers some lower rows.
As labelled; see basis
Bounded visual inspection
observed
PO-mobile-loaded PO-mobile-performance
F549
POEMS
Mobile
Compressed five-column performance
Stacked layout and tight table390×844; overlay covers some lower rows.
As labelled; see basis
Bounded visual inspection
observed
PO-mobile-loaded PO-mobile-performance
F550
POEMS
Mobile
Simplified chart toolbar
Stacked layout and tight table390×844; overlay covers some lower rows.
As labelled; see basis
Bounded visual inspection
observed
PO-mobile-loaded PO-mobile-performance
F551
POEMS
Mobile
Floating app/chat promotion
Stacked layout and tight table390×844; overlay covers some lower rows.
As labelled; see basis
Bounded visual inspection
observed
PO-mobile-loaded PO-mobile-performance
F552
Endowus
Identity
ISIN
Serif hero, chips, compact information panelSG9999002406; SGD Acc; intentionally different fund.
As labelled; see basis
Read-only display
observed
EN03
F553
Endowus
Identity
Fund name
Serif hero, chips, compact information panelSG9999002406; SGD Acc; intentionally different fund.
As labelled; see basis
Read-only display
observed
EN03
F554
Endowus
Identity
Asset class
Serif hero, chips, compact information panelSG9999002406; SGD Acc; intentionally different fund.
As labelled; see basis
Read-only display
observed
EN03
F555
Endowus
Identity
Geography
Serif hero, chips, compact information panelSG9999002406; SGD Acc; intentionally different fund.
As labelled; see basis
Read-only display
observed
EN03
F556
Endowus
Identity
Funding methods
Serif hero, chips, compact information panelSG9999002406; SGD Acc; intentionally different fund.
As labelled; see basis
Read-only display
observed
EN03
F557
Endowus
Identity
Payout type
Serif hero, chips, compact information panelSG9999002406; SGD Acc; intentionally different fund.
As labelled; see basis
Read-only display
observed
EN03
F558
Endowus
Identity
Risk rating
Serif hero, chips, compact information panelSG9999002406; SGD Acc; intentionally different fund.
As labelled; see basis
Read-only display
observed
EN03
F559
Endowus
About this fund
Description
Expandable description and document linksRepresentative factsheet stayed blank; PHS/prospectus links share destination in observed DOM.
As labelled; see basis
Description expanded; document contents not verified
observed
EN13
F560
Endowus
About this fund
Annual report
Expandable description and document linksRepresentative factsheet stayed blank; PHS/prospectus links share destination in observed DOM.
As labelled; see basis
Description expanded; document contents not verified
observed
EN13
F561
Endowus
About this fund
Product Highlight Sheet
Expandable description and document linksRepresentative factsheet stayed blank; PHS/prospectus links share destination in observed DOM.
As labelled; see basis
Description expanded; document contents not verified
observed
EN13
F562
Endowus
About this fund
Prospectus
Expandable description and document linksRepresentative factsheet stayed blank; PHS/prospectus links share destination in observed DOM.
As labelled; see basis
Description expanded; document contents not verified
observed
EN13
F563
Endowus
About this fund
Factsheet
Expandable description and document linksRepresentative factsheet stayed blank; PHS/prospectus links share destination in observed DOM.
As labelled; see basis
Description expanded; document contents not verified
observed
EN13
F564
Endowus
Our perspective
Product
Editorial cards/carousel with Read more affordancesFund-specific Endowus opinion. Individual card expansions not exhaustively tested.
As labelled; see basis
Rendered text inspected; no endorsement inferred
conditional-observed
EN13
F565
Endowus
Our perspective
People
Editorial cards/carousel with Read more affordancesFund-specific Endowus opinion. Individual card expansions not exhaustively tested.
As labelled; see basis
Rendered text inspected; no endorsement inferred
conditional-observed
EN13
F566
Endowus
Our perspective
Performance
Editorial cards/carousel with Read more affordancesFund-specific Endowus opinion. Individual card expansions not exhaustively tested.
As labelled; see basis
Rendered text inspected; no endorsement inferred
conditional-observed
EN13
F567
Endowus
Our perspective
Process
Editorial cards/carousel with Read more affordancesFund-specific Endowus opinion. Individual card expansions not exhaustively tested.
As labelled; see basis
Rendered text inspected; no endorsement inferred
conditional-observed
EN13
F568
Endowus
Our perspective
Cost
Editorial cards/carousel with Read more affordancesFund-specific Endowus opinion. Individual card expansions not exhaustively tested.
As labelled; see basis
Rendered text inspected; no endorsement inferred
conditional-observed
EN13
F569
Endowus
Our perspective
How it fits in a portfolio
Editorial cards/carousel with Read more affordancesFund-specific Endowus opinion. Individual card expansions not exhaustively tested.
As labelled; see basis
Rendered text inspected; no endorsement inferred
conditional-observed
EN13
F570
Endowus
Performance chart
Returns
Single blue line, period buttons, plain-language explanationAccumulating fund reinvests at fund level; actual chart endpoints displayed.
As labelled; see basis
NAV and 1Y tested
observed
EN04 EN05
F571
Endowus
Performance chart
NAV
Single blue line, period buttons, plain-language explanationAccumulating fund reinvests at fund level; actual chart endpoints displayed.
As labelled; see basis
NAV and 1Y tested
observed
EN04 EN05
F572
Endowus
Performance chart
Basis explanation
Single blue line, period buttons, plain-language explanationAccumulating fund reinvests at fund level; actual chart endpoints displayed.
As labelled; see basis
NAV and 1Y tested
observed
EN04 EN05
F573
Endowus
Performance chart
All Time
Single blue line, period buttons, plain-language explanationAccumulating fund reinvests at fund level; actual chart endpoints displayed.
As labelled; see basis
NAV and 1Y tested
observed
EN04 EN05
F574
Endowus
Performance chart
1Y
Single blue line, period buttons, plain-language explanationAccumulating fund reinvests at fund level; actual chart endpoints displayed.
As labelled; see basis
NAV and 1Y tested
observed
EN04 EN05
F575
Endowus
Performance chart
3Y
Single blue line, period buttons, plain-language explanationAccumulating fund reinvests at fund level; actual chart endpoints displayed.
As labelled; see basis
NAV and 1Y tested
observed
EN04 EN05
F576
Endowus
Performance chart
5Y
Single blue line, period buttons, plain-language explanationAccumulating fund reinvests at fund level; actual chart endpoints displayed.
As labelled; see basis
NAV and 1Y tested
observed
EN04 EN05
F577
Endowus
Performance chart
Daily data as-of date
Single blue line, period buttons, plain-language explanationAccumulating fund reinvests at fund level; actual chart endpoints displayed.
As labelled; see basis
NAV and 1Y tested
observed
EN04 EN05
F578
Endowus
Total returns
Cumulative
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F579
Endowus
Total returns
Annualised
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F580
Endowus
Total returns
All Time
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F581
Endowus
Total returns
YTD
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F582
Endowus
Total returns
1 month
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F583
Endowus
Total returns
6 month
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F584
Endowus
Total returns
1 year
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F585
Endowus
Total returns
3 year
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F586
Endowus
Total returns
5 year
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F587
Endowus
Total returns
10 year
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F588
Endowus
Total returns
Daily data as-of date
Compact return tiles beneath chartAnnualised suppresses subannual periods.
As labelled; see basis
Toggle changed results; underlying checked state imperfect
observed
EN02 EN11
F589
Endowus
Distributions
Accumulation explanation
Plain text below returnsReinvestment at fund level; not a claim all Endowus funds accumulate.
As labelled; see basis
Read-only display
conditional-observed
EN02
F590
Endowus
Expanded analytics
Max drawdown
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F591
Endowus
Expanded analytics
Volatility
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F592
Endowus
Expanded analytics
Risk as-of date
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F593
Endowus
Expanded analytics
Calendar Year
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F594
Endowus
Expanded analytics
Annual Total
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F595
Endowus
Expanded analytics
Jan
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F596
Endowus
Expanded analytics
Feb
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F597
Endowus
Expanded analytics
Mar
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F598
Endowus
Expanded analytics
Apr
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F599
Endowus
Expanded analytics
May
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F600
Endowus
Expanded analytics
Jun
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F601
Endowus
Expanded analytics
Jul
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F602
Endowus
Expanded analytics
Aug
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F603
Endowus
Expanded analytics
Sep
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F604
Endowus
Expanded analytics
Oct
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F605
Endowus
Expanded analytics
Nov
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F606
Endowus
Expanded analytics
Dec
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F607
Endowus
Expanded analytics
Load more
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F608
Endowus
Expanded analytics
Visible/total years
Risk values and monthly table with red/green valuesMax drawdown help says greatest fall in portfolio history. Volatility lookback not verified. Calendar initially 5 of 38, expanded to 10.
As labelled; see basis
Show risk/calendar and Load more verified
observed
EN02 EN11 EN12 EN15
F609
Endowus
Top exposures
Holdings
Simple two-column tablesUp to 15 largest exposures; may not total 100 and may include negatives. No adjacent holdings date observed.
As labelled; see basis
All three views tested
observed
EN06 EN07 EN14
F610
Endowus
Top exposures
Regions
Simple two-column tablesUp to 15 largest exposures; may not total 100 and may include negatives. No adjacent holdings date observed.
As labelled; see basis
All three views tested
observed
EN06 EN07 EN14
F611
Endowus
Top exposures
Sectors
Simple two-column tablesUp to 15 largest exposures; may not total 100 and may include negatives. No adjacent holdings date observed.
As labelled; see basis
All three views tested
observed
EN06 EN07 EN14
F612
Endowus
Top exposures
Name
Simple two-column tablesUp to 15 largest exposures; may not total 100 and may include negatives. No adjacent holdings date observed.
As labelled; see basis
All three views tested
observed
EN06 EN07 EN14
F613
Endowus
Top exposures
Weight %
Simple two-column tablesUp to 15 largest exposures; may not total 100 and may include negatives. No adjacent holdings date observed.
As labelled; see basis
All three views tested
observed
EN06 EN07 EN14
F614
Endowus
Top exposures
Partial-exposure explanation
Simple two-column tablesUp to 15 largest exposures; may not total 100 and may include negatives. No adjacent holdings date observed.
As labelled; see basis
All three views tested
observed
EN06 EN07 EN14
F615
Endowus
Fund fees
Original fund fee
Struck-through original, new annual fee, savings badge and modalFund TER embedded in NAV; trailer rebate explanation. Not all-in platform cost.
As labelled; see basis
Cashback modal tested
observed
EN08 EN09
F616
Endowus
Fund fees
Fund fee after cashback
Struck-through original, new annual fee, savings badge and modalFund TER embedded in NAV; trailer rebate explanation. Not all-in platform cost.
As labelled; see basis
Cashback modal tested
observed
EN08 EN09
F617
Endowus
Fund fees
Save %
Struck-through original, new annual fee, savings badge and modalFund TER embedded in NAV; trailer rebate explanation. Not all-in platform cost.
As labelled; see basis
Cashback modal tested
observed
EN08 EN09
F618
Endowus
Fund fees
Fund-fee definition
Struck-through original, new annual fee, savings badge and modalFund TER embedded in NAV; trailer rebate explanation. Not all-in platform cost.
As labelled; see basis
Cashback modal tested
observed
EN08 EN09
F619
Endowus
Fund fees
Cashback explanation
Struck-through original, new annual fee, savings badge and modalFund TER embedded in NAV; trailer rebate explanation. Not all-in platform cost.
As labelled; see basis
Cashback modal tested
observed
EN08 EN09
F620
Endowus
Fund facts
ISIN
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F621
Endowus
Fund facts
Fund house
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F622
Endowus
Fund facts
Fund size
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F623
Endowus
Fund facts
Fund size date
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F624
Endowus
Fund facts
Fund inception date
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F625
Endowus
Fund facts
Fund class currency
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F626
Endowus
Fund facts
Fund share class
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F627
Endowus
Fund facts
Oldest share class ISIN
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F628
Endowus
Fund facts
Oldest share inception date
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F629
Endowus
Fund facts
Pricing frequency
Label/value rows with Show moreSelected SGD Acc class and oldest class both shown. Fund size 31 Aug 2026; not borrowed as holdings date.
As labelled; see basis
Show more verified
observed
EN03
F630
Endowus
Actions/mobile
Invest now
CTA card and mobile vertical flow390×844; metadata compact and title large.
As labelled; see basis
Investment/add actions not exercised
observed
EN-mobile EN-mobile-performance
F631
Endowus
Actions/mobile
Add fund
CTA card and mobile vertical flow390×844; metadata compact and title large.
As labelled; see basis
Investment/add actions not exercised
observed
EN-mobile EN-mobile-performance
F632
Endowus
Actions/mobile
Transfer promotion
CTA card and mobile vertical flow390×844; metadata compact and title large.
As labelled; see basis
Investment/add actions not exercised
observed
EN-mobile EN-mobile-performance
F633
Endowus
Actions/mobile
Mobile period dropdown
CTA card and mobile vertical flow390×844; metadata compact and title large.
As labelled; see basis
Investment/add actions not exercised
observed
EN-mobile EN-mobile-performance
F634
Endowus
Actions/mobile
Horizontal section navigation
CTA card and mobile vertical flow390×844; metadata compact and title large.
As labelled; see basis
Investment/add actions not exercised
observed
EN-mobile EN-mobile-performance

Full analysis and proposed FundPilot structure

Read detailed report

Four public fund pages: detailed UX comparison

Research captured 21 September 2026, approximately 19:45–19:58 SGT. Public, signed-out pages in the Codex in-app browser. This is a research assessment and proposed product direction, not an implementation specification or investment recommendation.

Read the visual report for original screenshots, annotations, side-by-side comparison and a searchable field inventory. The structured inventory records individual labels and their context; the capability matrix aligns the sites without treating unobserved features as absent. Evidence IDs below resolve to original images and captured page text in the report.

Executive assessment

Endowus is my best overall visual/usability reference for FundPilot. Morningstar is the strongest analytical reference; FSM is the strongest operational factsheet reference; POEMS is the quickest source of compact platform-specific dealing tables. These are subjective judgments for this four-page sample, not ratings of the firms, their investment quality or their complete products.

Endowus has the clearest reading sequence: understand the fund, inspect performance, examine exposures, understand cost, then see administrative facts. Plain-language return-basis text, expandable details and simple cards lower the effort of interpretation. Its substantial investment sidebar and promotional content consume space, and its narrow-screen metadata is imperfect. Morningstar provides substantially richer peer, risk, style and sustainability analysis, but advertisements, long tables, abbreviated labels and many nested controls make the first encounter harder. FSM comes closest to an all-purpose Singapore distribution factsheet: research, eligibility, charges, minimums, processing timelines, history and documents coexist. Its density and sticky navigation compete with chart space. POEMS organizes practical information into recognizable tabs and matrices, but the embedded chart and outer page feel like different interfaces, and the mobile table is cramped.

For FundPilot, combine Endowus's hierarchy, Morningstar's explicit analytical context, FSM's dated operational/document detail and POEMS's funding-method matrices. Do not copy all four sites' fields into one default screen. Put source dates and definitions beside the measures that require them, with deep analysis available on demand.

Exact identities, locale and comparison limits

Page inspectedIdentity actually observedConclusion
MorningstarLionGlobal China Growth Fund SGD; SG9999002463; Fund • SGD; identifier 0P00006G01. Asia English edition, Singapore home-market banner. Financial Professional role selected; no account created.Exact ISIN/currency agrees with POEMS. MS02, MS08, MS26.
FSM GlobalLionGlobal China Growth SGD; Lion Global Investors Limited; Equity / General / Greater China; SGD price; page code 370015. Singapore locale.Name, manager, currency and objective are consistent with the same fund. No ISIN was exposed in the inspected rendered sections, and its document click did not yield a verifiable document. Exact share-class match remains corroborated but not independently established by an FSM ISIN. FS01–FS07.
POEMSLionGlobal China Growth Fund; SG9999002463; SGD; code 526050 in the embedded chart. Singapore English page.Exact ISIN/currency agrees with Morningstar despite shorter title. PO02, PO09.
EndowusLionGlobal Singapore Trust Fund; SG9999002406; SGD (Acc); oldest-class ISIN identical; inception 3 March 1989; Singapore page.Intentionally a different fund. Compare interface and disclosure patterns, not its returns, risk rating, holdings or fees with the China fund. EN03.

Even the matching ISIN does not make every displayed figure directly comparable. Morningstar's related-investment inception is 8 April 1994; FSM and POEMS show launch on 10 March 1994. The report preserves these labels instead of deciding which date is correct. Fund launch, class inception and available history are separate concepts.

Method and coverage

All eight Morningstar primary tabs were visited or attempted; Analysis redirected to account creation. All six FSM tabs and all six POEMS tabs were inspected. All five Endowus section links were inspected, including expanded description, risk/calendar returns, fund facts, three exposure views and cashback explanation. Representative chart modes, period controls, metadata, table alternatives, price-history search and calendar expansion were exercised. The POEMS chart was also opened directly at its exact observed iframe URL to inspect menus that were difficult to operate inside the host page; those screenshots are labelled standalone chart evidence.

The evidence register separates observed content, observed control with unverified outcome, inaccessible content, conditional content, and inference. A dash, an empty component, a sign-up gate and an untested feature are different findings. Captured DOM text includes off-viewport rendered sections; viewport screenshots alone do not prove everything in the text was simultaneously visible. Early accessibility captures sometimes contained diffs; later captures use full DOM snapshots. Loading/duplicate/mispositioned shots are retained as originals but excluded from the curated comparison where appropriate.

Original evidence includes tool-generated filename extensions. Desktop evidence uses the normal browser viewport (roughly 1280×720). The capture tool returns images at varying dimensions; the evidence register records their decoded pixel sizes. Original image bytes are preserved, including JPEG content saved under the capture helper’s .png filenames. A bounded inspection using a requested 390×844 viewport covered Morningstar summary/header, FSM overview and its mobile charges panel, POEMS overview/chart and performance table, and Endowus overview/performance. This is not a complete mobile or WCAG audit. No screen-reader session, exhaustive keyboard traversal, contrast measurement, actual touch device, signed-in workflow, transaction, chart export or comparison portfolio was tested. Hover-only point tooltips were not exhaustively tested; the supported browser interface did not expose a hover action. Accessible chart/table equivalents were used where available.

Document links were inspected, with representative opening attempts. POEMS's factsheet destination was blocked by the browser (ERR_BLOCKED_BY_CLIENT); Endowus's public document destination remained blank; FSM's factsheet click produced no new verifiable document tab. Therefore document labels/dates are observed, document contents and share-class identifiers within those documents are not verified. These are environment/session outcomes, not claims that the documents are broken for customers. No access controls were bypassed.

The indexed FSM page was consulted only as a secondary check. It returned older figures and one-day date differences relative to the live browser. It is not used to overwrite this session's live evidence.

Morningstar: what appears and how it works

Summary and performance

The masthead combines fund name, full ISIN, four-star image, Medalist unlock action, watchlist button and SGD. A horizontal eight-tab bar separates Summary, Chart, Analysis, Price, Risk, Portfolio, Parent & People and Sustainability. A location banner and advertising reserve significant vertical space. The primary content occupies roughly two-thirds of the desktop width, with a right advertisement rail. MS02–MS03, MS26, MS-summary-full.

Overview is a horizontal strip/carousel of compact label/value pairs: NAV, one-day return, category, total assets, adjusted expense ratio, prospectus net expense ratio, distribution fee level, load type, equity style, SEC yield, TTM yield, initial minimum, turnover and open/closed status. Several are dashes for this fund. The title currency does not remove the need to check a particular component's metadata. The strip's forward control makes some fields less discoverable than a small wrapped grid.

The Returns view stacks a growth-of-10,000 chart, manager-change/restructure markers, investment-flow subchart, annual-return table and trailing-return table. Investment, category and index have separate colored lines and comparison rows. Annual columns run 2016–2025 plus YTD; rows include return, quartile glyph, percentile rank, category population and category name/code. The category code EU0500 is less understandable than a plain name. Long tables scroll horizontally. Trailing periods are 1 month, 3 months, YTD, 1/3/5/10/15 years and earliest available; Day End / Month End / Quarter End is a real selector, and Day End was selected. Quarter End initially showed 30 June 2026. Reversal and metadata controls sit beside the table headings. MS25–MS26.

Distributions is an alternate view, not a statement of current payout policy. It shows two old events (1996 and 1997), with distribution date, distribution NAV, income, short/long-term capital gains, return of capital and total, denominated SGD. The annual-distribution component explicitly says no data available. This illustrates why a currently non-distributing fund can still have historical events. MS24.

Strategy is a prose objective followed by a related-share-class table: investment name, ticker, inception, net assets, front/deferred loads, expense ratio, minimum initial purchase, 12b-1 actual, purchase constraint and share-class attributes. Both SGD and USD rows appear. This is share-class comparison, unlike FSM's peer-fund list.

Chart workspace

The dedicated chart is much more configurable than the summary graphic. Controls include comparison search; Data Type, Events, Indicators, Fundamentals, Display, Drawings, image generation, clear and settings; period 1M/3M/YTD/1Y/5Y/MAX; start/end date pickers; Daily/Weekly/Monthly frequency; currency; and chart/table switching. A table alternative was opened. The plotted legend initially used 0P00006G01, which is less helpful than the fund name. MS16–MS22.

Opened menus reveal price, price-with-dividend, NAV, NAV-with-dividend, post-tax NAV, percentage-change/growth variants and an initial-value input; dividend events; moving-average/Bollinger overlays and MACD/momentum/ROC/RSI lower indicators; dividend yield and rolling dividend; Mountain/Line/Dot/AboveBelow display, linear/log scale and earliest/common/main-ticker start choices. These are exposed generic chart options, not proof that every series is meaningful or populated for this fund. Drawings/settings/export and adding a second security were not exercised. The presence of an AI Summary button elsewhere was recorded without invoking it.

Risk

Risk has 3/5/10-year tabs, a portfolio-risk gauge, category-relative risk/return scales, a comparative measure table, risk/return scatterplot with table alternative, capture ratios and drawdown detail. The observed 3-year view includes alpha, beta, R-squared, Sharpe, standard deviation, upside/downside capture, maximum drawdown, peak, valley and duration. Investment/category/index columns help put a figure in context. MS05–MS07.

The metadata is unusually valuable: portfolio-risk score is dated July 2026 and explicitly does not inherit the 3/5/10-year period; other risk figures are dated August 2026. The comparison index is Morningstar China TME GR USD while the calculation benchmark is MSCI Golden Dragon NR USD. The metadata also supplies category population and SGD context. FundPilot must not collapse those index roles into one “benchmark” field.

Portfolio

Asset allocation has net/short/long columns for equity, fixed income, other and cash, with economic-exposure control. Stock style has a graphical map; Factor Profile shows style, yield, momentum, quality, volatility, liquidity and size against category and historical range. There are 5-year and relative-category controls, metadata and an uninvoked AI Summary. MS08.

Style Measures compares investment, category and index for P/E, P/B, P/S, price/cash flow, dividend yield, long-term/historical earnings growth, sales, cash-flow and book-value growth. Market Cap switches to average market caps and giant/large/mid/small/micro percentages; the switch was verified. Exposure switches among sector, country and region; Country was exercised. Sector rows are grouped into cyclical/sensitive/defensive. These are deeper look-through analytics than the other inspected pages expose. MS28–MS32.

Holdings includes equity/bond/other/total counts, top-ten concentration, reported turnover with its own date, active share, women directors/executives percentages, then ten visible positions with weight, first bought, market value/date, currency, share change, one-year security return, forward P/E and sector. Holdings and active-share dates and active-share index are stated separately. Horizontal scrolling is required. “75 holdings” does not mean 75 rows are publicly displayed: the page expressly limits display to the ten largest. MS08, MS-portfolio-full.

Price, people and sustainability

Price means fees here, not the price-history chart. Maximum front/deferred/redemption loads and minimum purchase lead into ongoing-fee comparison and a hypothetical cost illustration for SGD10,000, 5% return, 1/5/10 years. The table separates purchase, ongoing, redemption and total costs. A conspicuous caution is warranted in interpretation: the same page shows a missing current expense ratio and zero ongoing costs in the illustration. Do not infer a zero-fee fund from that illustration. MS13.

More Fees / Expenses Data expands five years of annual-report expense ratios against category/comparison group, actual and maximum management charges, maximum 12b-1/admin fees, waivers, three-year tax-cost ratios and potential capital-gain exposure. Most tax fields are blank for this fund. MS15.

Parent & People contains largely missing parent aggregates and a no-data rating-breakdown component, while People has inception, adviser, number of managers, tenure, named manager/start date and a timeline with gender legend. The named-manager biography link was observed but not expanded. Do not equate a missing parent block with missing individual-manager information. MS09.

Sustainability shows ESG risk rating, historical/current corporate and sovereign score sections, low-carbon designation, carbon-risk score and comparison context. Product involvement and fossil-fuel charts have table alternatives, both opened. Tables include exclusion status, portfolio/category percentages and, for fossil fuels, coverage. Business-practice, weapons, nuclear, environmental, health/life and values categories are listed individually in the structured inventory. Unresolved template strings and an unnamed/“undefined” control appear in accessibility text; this is a concrete accessibility concern, not a tested screen-reader verdict. MS10–MS11.

Analysis redirects to free-account creation; no analyst report was accessed. Medalist unlock and watchlist are visible actions, not verified anonymous capabilities. MS12.

FSM Global: what appears and how it works

Overview and operational sidebar

FSM presents asset/sector/geographic chips, uppercase title and manager, a large SGD NAV, alert/favourite icons and Buy/RSP actions above six tabs. The shrinking sticky header keeps identity, price and navigation available while scrolling. The left main column holds objective and a 12-item summary grid; a right rail holds payment eligibility, recommendation status, buy/sell timelines, risk, holidays, tools and related articles. This is information-rich but leaves less room for charts. FS01, FS08–FS09.

Summary fields are AUM in SGD millions, FSM risk rating with colored segments, launch date/price, historical dividend, yield, frequency, CPF risk classification, initial minimum, RSP minimum, RSP special-list status and annual expense ratio. Missing launch/dividend fields use a dash. AUM does not have an equally prominent independent date in this grid. “Last Updated” at the top includes Singapore time; it must not be interpreted as every metric's valuation date.

Payment method states Cash/SRS/CPFIS-OA/CPFIS-SA yes/no. Buy and sell processing are illustrated as connected dated stages: placement, transact, holdings completion or payout. The sidebar shows 3-year annualised volatility/Sharpe and 1/3-year max drawdown. The holiday card contains both a “no upcoming” Singapore message and separately labelled fund-holiday dates; retain that distinction and do not simplify the card to “no holidays.”

Price/Performance switches the chart basis. The 5-year performance mode was selected and explicitly states SGD with dividends reinvested. Default periods are 1W/1M/3M/6M/1Y/YTD, with More exposing 2/3/5/10Y. Summary change is a currency amount in price mode and a percentage in performance mode. The green filled chart has a time axis and Highcharts menu; Compare and export-like controls are present. Clicking Compare did not produce a verified comparison selection/result in this session, so only the control is established. FS09–FS12.

Annualised Returns uses positive/negative columns across 1 week through 10 years, followed by calendar-year bars for 2021–2025. Short periods appear under the broad annualised heading; FundPilot should explicitly distinguish cumulative short-period figures. Historical price cards give high/low values and dates for 1Y/3Y/all time. Documents are dated PDF-style tiles: prospectus, semiannual, annual, PHS and factsheet. FS01, FS13.

Information, review, history, related funds and charges

Information uses label/value pairs for asset class, sector, geography, RSP list, MAS registration, right to cancel, forward pricing, initial/subsequent/redemption/RSP minimums, minimum holding, charges flag and dividend flag. Fund-house narrative and address/phone/fax/email/website follow. That narrative contains a 2022 AUM date; it is older context, not a current manager AUM estimate. FS02.

Top-ten holdings combines names, numeric weights, in-cell horizontal weight bars and a sector column that is blank for these rows. The heading gives total top-ten concentration and 6 September 2026 date. Country/region and sector sections show pie-style visual breakdowns with textual legends. Each states that figures were extracted from the PDF and refers discrepancies to the factsheet. That source caveat is valuable; the date must remain attached to the specific snapshot. FS14, FS-information-full.

Fund Review is an editorial layer: objective, 2026/2025 heading, investment approach, market conditions where the strategy may fare better or worse, investment style, manager context and a fund-versus-peer table. The table includes three-year annualised return, max drawdown, downside deviation and Sortino. Its stated basis is monthly total returns including gross dividends in SGD as of 31 March 2026, unlike the latest sidebar figures. Recommendation/review content is fund-conditional, not proven for every FSM fund. FS04.

Price History offers last-three-month daily observations with quick search, sort affordances, export, page size and pagination. Columns are row number, NAV(SGD), currency change, percentage change and NAV date. A search for 18 Sep reduced the displayed rows to the single matching price, while “Total of 62” remained visible; that total is not the filtered-row count. FS05–FS06.

Related Funds is a wide peer table with fund/manager, YTD, 1W/1M/3M/6M/1Y/2Y/3Y/5Y/10Y and action. It includes the subject fund and peer funds, with sort arrows and pagination. The displayed “Total of 9 entries” sits alongside ten visible rows including the subject; interpret the count cautiously. Transaction and favourite actions were not exercised. FS07.

Charges explicitly separates FSM fees, other charges/processing and fund charges. Sales/RSP/switching charges are 0%; CPF platform fee 0%; Cash/SRS platform fee 0.0875% per quarter; Diamond tier exception and GST caveat are stated. Buy/sell processing uses T+4/T+7 business days. Fund charge fields are actual management charge, mother-fund charge, dated annual expense ratio (31 December 2025), prospectus and other-significant-fees source. The page explicitly explains that fund expenses are already included in NAV. The operational rates are observations, not a current fee quotation for a transaction. FS03.

At 390px, the overview becomes a two-column metric grid. A fixed bottom Buy/RSP/minimum panel reduces reading space but exposes Charges & Payment Method as a mobile sheet; opening it produced a readable stacked fee and eligibility view. The desktop Charges tab was not present in the visible mobile tab set. That is changed navigation, not absent fee information. FS-mobile-loaded, FS-mobile-charges.

POEMS: what appears and how it works

POEMS has a persistent blue utility/login bar, white navigation, breadcrumb, fund title and a linked PSPL risk classification (“High”). Six tabs are General Info, Performance, Dividend Info, Documents, Regular Saving Plans (RSP) and Fund Manager Info. Orange marks the selected tab and actions. The content is a white panel on a grey background; floating app/chat promotions overlap the right edge and, on mobile, lower content. PO02, PO04, PO-mobile-performance.

General Info starts with objective, a large third-party-style chart iframe and Buy Now / Compare with Peer Funds. The chart uses a blue area line and miniature navigator with range handles. It has a fund code/title, axes and latest-price marker. Its menu offers 1/2/3/5/10/15/20-year windows, Unit Price/Performance, crosshair and settings. Direct chart inspection verified 5Y and Performance. In performance mode the baseline is 100%, so a reading near 120% is an indexed level, not a 120% gain. This needs clearer wording in FundPilot. Settings expose theme, plot type, crosshair, snap-to-price, projection percentage, gridlines, navigator, legend and quarter lines. Image export and print are visible but untested. These are menu/control observations, not a claim of validated projection logic. PO-chart through PO-chart-performance.

Below the chart, Fund Information is a two-column label/value block: asset class, sector, geography, launch date/price, ISIN, currency, funding source and Singapore dealing cutoff. Funding and charges are matrices with Cash, CPF OA-IA, CPF SA-IA and SRS-IA columns. They show initial/subsequent investment minimums and redemption units; sales/switching, redemption/realisation, annual management and expense ratio. N/A is used explicitly. A neighbouring return-metrics table lists return, standard deviation, Sharpe and Sortino for 1/3/5/10 years. Annualisation and source disclaimers appear beneath. PO02, PO09, PO-general-full.

Performance replaces the content with one wide table: YTD, 1W/1M/3M/6M/1Y/3Y/5Y/10Y; columns performance, standard deviation, Sharpe and Sortino. Short-period risk cells are N/A. The explanation says returns beyond one year are annualised and risk measures require at least one year and may be unavailable depending on inception. No metric-specific as-of date was visible beside this table in the inspected state. It is compact and easy to scan, but four decimal places for return imply more precision than many readers need. PO04.

Dividend Info has 12-month yield, a crediting-time explanation and searchable/paginated history with ex-date, payment date and payout per unit. Two 1996/1997 rows are visible, with missing payment dates; yield is N/A. This is a genuine historical section, despite a current non-distributing interpretation elsewhere. Page-size choices are 10/25/50/100, with disabled navigation for the two-row result. PO05.

Documents gives four labelled view links—prospectus, PHS, semiannual/annual reports, factsheet—without visible document dates. The representative factsheet opening was blocked in this environment. RSP gives a fund row, funding columns, monthly/quarterly amounts, initial-investment-required field, one-year return and Subscribe. Empty CPF cells still contain (M)/(Q) labels; the inspected view does not explain these as eligibility. Do not treat them as valid zero-minimum offers. PO06–PO07.

Fund Manager Info contains logo, name, address, phone, fax, website and a narrative with a June 2024 AUM reference. It describes the management company rather than named fund portfolio managers. PO08.

On mobile, tabs wrap into several rows, reducing above-the-fold space. The embedded chart eventually renders and offers a simplified toolbar. The five-column performance table compresses into the narrow screen with wrapped headers/period labels and a floating promotional widget over lower rows. This is usable for checking a value but the weakest reading experience in this sample. PO-mobile-loaded, PO-mobile-performance.

Endowus: what appears and how it works

The hero leads with a small ISIN and large serif fund name, asset/geography/funding/accumulation chips, and a compact funding/payout/risk panel. Five section links become sticky while the page scrolls. A card-based main column is paired with an investment CTA and transfer promotion. The document is one long reading flow, rather than six separate content panels. EN01, EN08, EN14.

About this fund contains a truncated objective with working Read more, four document links, and an Our perspective editorial carousel. Its six topics are Product, People, Performance, Process, Cost and How it fits in a portfolio. This supplies a reason for researching the fund, named management context, strategy and portfolio-role/risk discussion. The captured rendered text includes the cards; individual carousel/read-more states were not exhaustively exercised. The content is Endowus's opinion and fund-specific curation, not an independently verified endorsement or proof every fund has all six cards. EN13.

Performance clearly separates Returns and NAV with an explanatory sentence. For this accumulating class, the return description says dividends are reinvested; NAV mode explains price changes for the accumulating fund. The line chart uses All Time/1Y/3Y/5Y, and 1Y NAV was verified. Daily-data date is stated. There is no peer/benchmark overlay in the inspected chart controls; the editorial text discusses a benchmark separately. EN04–EN05.

Below the chart, Total returns has Cumulative/Annualised modes. Cumulative shows all-time, YTD, 1 month, 6 months and 1/3/5/10 years. Annualised suppresses the subannual periods and shows all-time and 1/3/5/10 years. Switching changed the displayed numbers; some underlying radio checked states were inconsistent with the visible result, so verification relied on content. Distribution text explicitly explains accumulation at fund level. EN02, EN11.

Show risk and calendar returns expands max drawdown, volatility and a month-by-year matrix with annual total, signed red/green values and dashes for unavailable months. Load more increased the initial five years to ten out of 38. The calendar needs horizontal scrolling inside the main column even on desktop. Maximum-drawdown help defines the greatest peak-to-trough loss over the portfolio's history and links to methodology; changing the chart to 1Y did not change the displayed historical risk values in this session. Do not silently interpret those metrics as one-year risk. Volatility's exact period/methodology was not verified. EN02, EN11–EN12, EN15.

Top exposures switches Holdings/Regions/Sectors. Each is a simple two-column name/percentage table rather than a pie chart. Up to 15 positions are shown; the explanatory note says weights need not total 100% and may include negative values. That is clearer than forcing a complete-looking pie from partial holdings. A holdings as-of date was not visible beside this table in the inspected state; the fund-size date elsewhere must not be borrowed. EN06–EN07, EN14.

Fund fees displays a struck-through 1.39%, 0.77% p.a. after cashback and “Save 44%.” The fee definition says it is the fund expense ratio, embedded in NAV. A cashback modal explains trailer-fee rebates. This fund-fee figure is not an all-in Endowus service-cost quotation. The adjacent generic “Save up to 65%” promotion describes another comparison and should not be confused with the fund-specific 44%. EN08–EN09.

Fund facts initially shows ISIN, house and fund size/date. Show more adds fund inception, class currency, share class, oldest share-class ISIN/inception and daily pricing frequency. This is the strongest explicit distinction between selected class and oldest class in the four-page sample. EN03.

At 390px, the large title wraps to three lines, the fund metadata is somewhat cramped, section navigation scrolls horizontally, investment CTAs move into the vertical flow, and chart periods become a dropdown. Text and cards remain more comfortable than POEMS's table. This is a bounded observation, not evidence all mobile states are polished. EN-mobile, EN-mobile-performance.

Common, partial and distinctive features

CapabilityAcross the inspected pagesWhat matters for FundPilot
Name, currency, objective, performance and risk contextAll four, with different labels and granularityCommon baseline, but require exact identity and independent dates.
ISIN prominently availableMorningstar, POEMS, Endowus; FSM not observedNever match solely on name.
Price and performance chart alternativesAll four; POEMS verified through exact iframe URLState price versus reinvested return and indexed baseline.
Platform funding/minimums/dealingStrong FSM/POEMS; Endowus has funding chips; Morningstar has investment minimum/constraintsCompany/distributor terms are not universal fund attributes.
FeesAll fourMaximum loads, actual distribution charges, TER, rebates and platform fees are different.
Holdings/sector/regionMorningstar, FSM, Endowus; not observed in POEMS primary tabsPartial exposure and as-of labels matter more than decorative charts.
Calendar returnsMorningstar annual peer table; FSM annual bars; Endowus monthly matrix; not observed on POEMS detail tabsUse annual overview first, expandable monthly table.
Analyst/selection rationaleFSM and Endowus public fund-specific commentary; Morningstar Analysis gatedDistinguish evidence, opinion and inferred portfolio role.
DocumentsFSM/POEMS/Endowus links; no document library observed on Morningstar's inspected public tabsDated source documents are an important practical feature.
Detailed peer analyticsMorningstar strongest; FSM related-fund and dated review tables; POEMS outbound compare control; Endowus no peer overlay observedComparing funds needs aligned period/currency/basis, not just columns.
ESG, factor/style, capture ratios, active shareObserved on Morningstar only in this sampleSpecialist optional layer, subject to entitlement/methodology.
Buy/sell processing timelines and fund holidaysFSM distinctiveHigh operational value, but requires platform-owned data.
Funding-method charge/minimum matrices and RSP schedulePOEMS especially compactGood adviser reference, below core research.
Portfolio-fit narrative and trailer-rebate explanationEndowus particularly strongHelpful explanation patterns; do not copy marketing opinion as neutral data.

“Only observed” means exactly that. It does not mean a competitor has no comparable feature elsewhere, behind login, for a different fund or in another locale.

Important mismatches and non-equivalences

1. Fund expenses: FSM shows annual expense ratio 1.37% dated 31 December 2025; POEMS shows 1.64% without an adjacent date; Morningstar historical table shows 1.64 for 2025 but a missing current ratio. This research does not establish the reason or the authoritative value. Preserve report basis/date and investigate before importing. 2. Maximum versus actual fees: Morningstar's front load 5% and redemption load 1% are maximum-sales-fee labels. FSM and POEMS advertise platform sales/switching 0%. That can reflect different semantics rather than contradictory prices. 3. Eligibility: FSM says CPFIS-OA Yes; POEMS lists Cash/SRS and N/A in CPF columns. Treat eligibility as distributor/context-specific pending confirmation, not something to normalize by majority vote. 4. Return dates: Morningstar initially presents quarter-end trailing returns but a daily NAV; FSM's latest NAV and return panels need separate source-date checking; POEMS's table lacks an adjacent as-of date; Endowus prominently says daily data/date. Equal labels alone do not establish equal windows. 5. Historical payouts: Morningstar and POEMS retain 1996/1997 events; FSM's current Dividend flag is No. Payout policy and historical event existence require separate fields. 6. Launch/inception: 10 March versus 8 April 1994 remains unresolved. Do not use metadata inception as a guaranteed chart start. 7. Risk scales: FSM 8, Endowus 6, PSPL High, Morningstar stars/category risk/portfolio-risk score are different scales with different purposes. Stars are not a universal risk scale; the different Endowus fund also prevents numerical comparison. 8. Holdings: FSM's September extracted holdings and Morningstar's June holdings have different weights and dates. The lists are partial and taxonomies differ. Endowus's separate Singapore fund cannot be compared as a holdings-data discrepancy. 9. Editorial age: FSM's March research table, its older manager narrative, POEMS's June 2024 company narrative and current quote panels coexist. A page-level refresh date does not refresh prose automatically.

Visual and usability judgment

DimensionBest reference in this sampleReason and tradeoff
First reading / hierarchyEndowusClear cards, readable prose and progressive disclosure; long page and large CTA rail.
Specialist research depthMorningstarRich comparative measures and metadata; steep terminology/control density.
Singapore operational usefulnessFSMEligibility, minima, settlement-style stages, holidays, fees and dated documents; crowded sticky layout.
Fast platform terms lookupPOEMSCompact funding matrices and familiar tabs; small text and uneven styling.
Return-basis discoverabilityEndowusPlain sentence beside chart and distinct annualised toggle; risk lookback still needs investigation.
Detailed source/method contextMorningstarExplicit dates/index/calculation benchmark in metadata; key context can be hidden behind icons.
Holdings overviewFSM / EndowusFSM adds weight bars and concentration/date; Endowus is cleaner and explains partial exposure.
Deep holdings inspectionMorningstarCurrency, purchase date, market value and security metrics; wide scrolling table.
Mobile readingEndowus, provisionallyBetter reading flow in sampled states; metadata/tab issues remain. FSM's mobile charges sheet is a good specialist pattern.
Accessible alternativesMorningstar, for charts testedNamed chart-to-table controls and explanatory table captions; also observed unnamed/template-string defects. Not a compliance ranking.

If forced to select one fund-detail design for an adviser product, I would start with Endowus, then add an explicit, compact “Research details” layer. If the criterion is most information available to a specialist without switching products, Morningstar wins. For a Singapore adviser checking whether/how a client can place an investment, FSM wins. Those criteria should not be conflated.

Proposed FundPilot detail structure and priorities

These are proposed interface design priorities, not a statement that all data is available or that the features are implemented.

1. Persistent identity header. Exact class name, ISIN/provider ID, class/quotation currency, accumulation/distribution status, provider and company eligibility. Show latest NAV with valuation date and stale/missing indicator. Primary actions: shortlist, compare and add to Model Studio, preserving research state. Keep transaction-style buttons out unless that becomes an actual product responsibility.

2. Overview. Short objective plus a compact grid: asset/category/geographic focus, inception labelled by type, risk measure with scale name, dated expense ratio and fund size only when evidenced. Use an explicit “not supplied” state rather than empty gauges or invented zeroes. Separate source fact from any later generated explanation.

3. Performance. Default reinvested total return only after validated mapping; otherwise retain honest NAV-only wording. Offer price/return modes with currency, frequency, start/end bounds, distribution treatment and source date. Add a small trailing-return table with subannual cumulative and multi-year annualised labels. Expand to calendar years/months and a chart/table alternative. Benchmarks should have roles and dates, not a single ambiguous dropdown label.

4. Risk. Initial scope: documented three-year volatility, relevant drawdown and available risk classification, each with period, frequency and basis. Add Sharpe/Sortino/capture ratios only when their risk-free rate, downside convention and benchmark contracts are resolved. No averaging fund-level risk to manufacture portfolio risk.

5. Portfolio exposures. Dated top holdings with weights, top-ten concentration and partial-data warning; sector/region tables with optional bars. Separate holdings-report date from quote date. Style/factor/ESG tabs are later specialist features, not first-release essentials.

6. Costs, eligibility and dealing. Two clearly named blocks: fund expenses included in NAV; platform/adviser/account costs applied separately. Preserve actual versus maximum, annual versus quarterly, rebate and tax basis. Funding-method minimums, cutoffs and dealing calendars belong to company/distributor data, not an assumed Morningstar universal field.

7. Income, documents and manager. Current payout policy plus historical distribution events, with ex/payment/reinvestment dates kept separate. Date-stamped document links and source revision. Provider description and named manager information should not be merged. Optional editorial rationale should state its author, date, evidence and limitations.

PriorityRecommended contentsCurrent evidence/dependency
P0: trustworthy coreExact identity/currency, source dates, objective where available, NAV, category/provider, shortlist and portfolio-building actions, explicit gapsValidate identity, coverage and freshness before display.
P1: useful researchReinvested history, trailing/calendar returns, period-defined risk, dated fees, documents and distributionsConfirm calculation conventions, source coverage and display rights.
P1: operational contextFunding eligibility, minimums, dealing and fund/platform cost separationUse approved distributor sources; terms differ by platform.
P2: deeper differentiationDated holdings/exposures, size, named managers and peer comparisonRequire reliable source coverage and compatible peer definitions.
P3: specialist / editorialFactors, ESG, capture ratios, valuation, active share and sourced explanationAdditional methodology and licensing validation required.

The interface must work well with partial or differently dated data. Public competitor pages illustrate presentation patterns; they do not establish another product's data access or redistribution rights.

Access and follow-up register

• Morningstar Analysis account-gated; no analyst text read. Watchlist, unlock, AI Summary and account actions untested.

• FSM exact ISIN unresolved in rendered evidence; PDF click/Compare outcome unverified. No export or account/transaction action.

• POEMS factsheet blocked in this browser; chart menus verified on the exact embedded public URL. Compare navigation destination observed; no peer comparison execution.

• Endowus factsheet blank in this browser; exact volatility methodology and exposure-report date unresolved; no Add fund/Invest workflow.

• Not an exhaustive permutation test of every chart option, every date or every explanatory icon. No hover/keyboard/screen-reader completeness claim. Mobile coverage is bounded and labelled.

• Research was based on public pages and did not involve account transactions or private provider data.

This public edition preserves the findings and documented public-access limits. Research captured 21 September 2026; published 22 September 2026. Screenshots and brand marks belong to their respective publishers and are reproduced here as evidence for comparative interface commentary. This independent research is not affiliated with or endorsed by those publishers.

Evidence, files and limits

Public, signed-out interface research captured 21 September 2026. Published 22 September 2026. Independent comparative commentary; not investment advice or publisher endorsement. Representative documents were inaccessible in this browser; Morningstar Analysis required an account. Mobile evidence is a bounded 390×844 inspection. No exhaustive chart permutation, hover, keyboard or screen-reader audit.

Field inventory JSON · Comparison JSON · Evidence register and SHA-256 · Original capture log · Detailed Markdown · Artifact manifest

All retained originals, including preliminary/loading or mispositioned captures, remain on disk. The reviewed register flags their limitations. Public visibility does not establish FundPilot storage/display/export rights.