StashAway’s ETF Selection

StashAway provides sophisticated portfolio solutions with strict ETF selection criteria. Our ETFs are vetted through with the Monetary Authority of Singapore (MAS) before they are introduced to the platform. That means that all ETFs are reviewed by the MAS before we use them in our portfolios.

Our criteria:

  • Credibility and reputation of ETF managers;
  • Asset size larger than half a billion USD;
    • ETFs at this size are liquid and highly tradeable because there is a lot of market participation in the ETF;
  • Cost-efficient. Although ETFs can be very inexpensive vehicles, we focus on more on quality when selecting which ones to put in your portfolios. With that in mind, we choose top-quality investment products and do certainly consider costs. We know that good ETFs do not have to be expensive to be effective, but we also know that the least expensive ETFs aren't always the most effective;
  • Simple;
    • Provides straightforward exposure to underlying asset class, no leverage, and no inverse payoffs;
    • Avoid credit exposure to issuers of ETF-like funds (e.g. ETN);
  • At least 5-10 years of track record for the ETF itself or the underlying index;
  • Effectiveness in tracking given index;
  • High-performance per unit of risk.

These are the ETFs in which we invest:

SPDR S&P 500 ETF Trust SPY US Equities SPDR State Street Global Advisors 0.09%
Vanguard Small-Cap Growth Index Fund VBK Small-Cap Growth Vanguard 0.07%
Consumer Discretionary Select Sector SPDR Fund XLY Consumer Discretionary SPDR State Street Global Advisors 0.14%
Consumer Staples Select Sector SPDR Fund XLP Consumer Staples SPDR State Street Global Advisors 0.14%
Technology Select Sector SPDR Fund XLK Technology SPDR State Street Global Advisors 0.14%
SPDR Euro STOXX 50 ETF FEZ European Equities SPDR State Street Global Advisors 0.29%
iShares MSCI All Country Asia ex Japan AAXJ Asia ex-Japan Equities iShares 0.72%
iShares MSCI Japan EWJ Japan Equities iShares 0.48%
Vanguard FTSE Emerging Markets ETF VWO Emerging Market Equities Vanguard 0.14%
iShares 1-3 Year Treasury Bond SHY US Govt Bonds (1y-3y) iShares 0.15%
Vanguard Intermediate-Term Government Bond Index Fund VGIT US Govt Bonds (3y-10y) Vanguard 0.07%
iShares 10-20 Year Treasury Bond TLH US Govt Bonds (10y-20y) iShares 0.15%
iShares 20+ Year Treasury Bond ETF TLT US Govt Bonds (20y+) iShares 0.15%
iShares Core US Aggregate Bond ETF AGG US Investment Grade 1 iShares 0.05%
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD US Investment Grade 2 iShares 0.15%
SPDR Bloomberg Barclays Convertible Securities ETF CWB US Convertible Bonds SPDR State Street Global Advisors 0.40%
Vanguard REIT Index Fund VNQ US Real Estate Vanguard 0.12%
SPDR Gold Trust GLD Precious Metals SPDR State Street Global Advisors 0.40%
iShares TIPS Bond ETF TIP US Inflation-Linked iShares 0.20% 

NOTE: ETF expense ratios are NOT included in StashAway's management fee. 

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