How will StashAway rebalance my Retire on Time Unit Trust Portfolio?

Every portfolio has a target allocation that is based on your selected StashAway Risk Index (SRI). StashAway will buy funds in various proportions to bring your portfolio closer to its target allocation.


Over time, as fund prices fluctuate, target portfolio allocations may change from their initial target allocation amounts. As you make more deposits into your existing portfolios, we will buy funds in order to bring your portfolio closer to the target allocation at the point of time of the deposit. We will not actively buy or sell your unit trusts - rebalancing only takes place when you make a deposit. We do not charge for any rebalancing.

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StashAway is a brand of Asia Wealth Platform Pte Ltd (201624878Z), which is licensed by the Monetary Authority of Singapore (CMS100604).

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