J.P. Morgan Asset Management
Earn up to 5.4%* p.a. yield + tax savings with Income Investing
* This figure is calculated based on the 4.6% p.a. portfolio yield as of 30 November 2024, plus the management fee rebate of up to 0.8% p.a. Please refer to the full terms and conditions on www.stashaway.com/legal.
Use your SRS funds to lower taxes and maximise retirement savings.
Calculate savings
We’re licensed by the Monetary Authority of Singapore (Licence no. CMS100604).
Apply voucher SRSINCOME and maximise your returns!
Plan your retirement and reduce your taxable income with SRS. Invest your SRS with Income Investing for maximum growth potential.
It’s simple! Apply the voucher SRSINCOME and start depositing into your Income Investing portfolio with SRS. Enjoy up to 0.8% p.a. in quarterly fee rebates on deposits made before 31 January 2025. The rebate is valid until 31 December 2025.
Earn on any amount—there's no cap on the deposit amount.
Calculate exactly how much you can save
Max. contribution is $15,300 SGD
Unlock Your Consistent Income Stream
Income Investing by StashAway lets you secure your financial future with reliable income on your own terms.
Income Investing in a nutshell
- Low-risk fixed income portfolio
- Automatically reinvest dividends
- Low fees and 100% trailer fee rebates
- No chasing of rates, no lock-in periods
- No foreign exchange exposure risk
Low risk, reliable returns
The risk level for Income Investing powered by J.P. Morgan Asset Management is Conservative. Its fixed income asset allocation is aimed at both capital preservation and regular dividend payments via a fixed income strategy.
- Investment-grade credit quality
- No more than 30% exposure to a single fund within the portfolio
- Low expected volatility range of 3-7% over the long-term
Income Investing Product Facts
Portfolio yield¹
3.7%¹ p.a.
Historical payout
4.6%² p.a.
Annualised performance
4.9%³ p.a.
StashAway management fees
0.2% - 0.8% p.a.
Risk level
Conservative
Portfolio currency
SGD
¹ The portfolio yield is calculated as the yield to maturity (YTM) of the underlying portfolio, adjusted for the USD/SGD hedging cost, fund-level fees, and rebates. The latest annualised yield is as of 31 May 2026 and may change depending on market conditions. Yields are not a guarantee of returns. Positive yield does not imply positive return. Past performance is not indicative of future performance.
² The historical payout is as of 31 May 2026. The historical payout shows the annualised monthly income payout generated by the distribution share class of the underlying funds in this portfolio. Note that past performance is not a guarantee of future performance. The figure displayed is net of fund level fees and all rebates.
³ Performance shows returns since inception on 15 July 2024. Returns in SGD terms after fund-level fees but before rebates and StashAway management fee. The latest return is as of 31 May 2026. Annualised returns are calculated by extrapolating current performance since inception over a full year (365 days). Past performance is not indicative of future performance.
Automatically Reinvest Dividends
- Automated reinvesting: Let your money work for you by automatically reinvesting dividends.
- Stress-free optimisation: We leverage J.P. Morgan Asset Management’s fixed income expertise to automatically maximise your yield.
- Change your mind at any time: Start receiving payouts whenever you want to.
We’ve made it easy for you to invest
Reliable Income Investing powered by
J.P. Morgan Asset Management
J.P. Morgan Asset Management is one of the world's leading investment managers, with over a century of experience. They leverage their deep expertise in fixed income to provide the market insights and asset allocation guidance that StashAway uses to build your income-focused portfolio.
Disclosure
How do I know if Income Investing is the right choice for me?
- You're seeking a reliable source of passive income to supplement your retirement, cover living expenses, or achieve other financial goals.
- You value peace of mind and prefer a low-risk fixed income investment approach that still gives you the flexibility of customisable payout options.
- You are concerned about market volatility and want a reliable, stable investment portfolio designed to generate consistent passive income over the long term.
- You want a straightforward, professionally managed investing solution for passive income, providing transparency and clarity in fees and investment strategies.
Earn up to 5.4%* p.a. yield + tax savings with Income Investing
* This figure is calculated based on the 4.6% p.a. portfolio yield as of 30 November 2024, plus the management fee rebate of up to 0.8% p.a. Please refer to the full terms and conditions on www.stashaway.com/legal.
