Could the Simple projected rate ever change?
Yes, depending on economic conditions, your StashAway Simple™’s projected rate may change, as its underlying funds are affected by Singapore’s economic health and trajectory. Though, when applicable, our system will re-optimise your Simple portfolio to maintain the highest possible projected rate within a given economic environment. We will always notify you in the case of a change in the projected rate. The risk level to which your money is exposed will never change within StashAway Simple™.
The Total Expense Ratio (TER) for each fund includes the Management Fee charged by the Fund Manager, as well as other expenses incurred by the Fund (e.g., custody, marketing, compliance, shareholder services); as the TER includes fixed costs, it may slightly vary depending on the size of the funds.