General Investing, Goal-based Investing, and Income Portfolio
No account setup or exit fees
Unlimited, free withdrawals
Unlimited, free transfers between portfolios
Rebalancing, transaction, and reoptimisation costs are included
Our investment portfolios
| Total investment (SGD) | Annual fee rate (incl. GST) |
|---|---|
| First $25,000 | 0.8% |
| Any additional amount above $25,000, up to $50,000 | 0.7% |
| Any additional amount above $50,000, up to $100,000 | 0.6% |
| Any additional amount above $100,000, up to $250,000 | 0.5% |
| Any additional amount above $250,000, up to $500,000 | 0.4% |
| Any additional amount above $500,000, up to $1,000,000 | 0.3% |
| Any additional amount above $1,000,000 | 0.2% |
Expense ratio charged by ETF manager is approximately 0.2% p.a. Income Portfolio's expense ratio is approximately 0.4% p.a.
Currency conversion fee charged by our broker for non-USD deposits to USD portfolios: 0.08% on the spot rate
StashAway Simple™
Cash management portfolio
| StashAway management fee for any balance | FREE |
| Net expense ratio charged by the underlying fund managers | Approx. 0.205% |
| The net expense ratio is 0.33%, and there is a rebate of 0.125% that we award back to you when we receive it. The difference is the 0.205% net expense ratio for StashAway Simple™. | |
We don’t include your Simple balance as part of your overall investments under management when we calculate your fee with us.
Build your wealth
Investment fees add up, and could cost you hundreds of thousands of dollars over time
StashAway
$3,015,449
Unit Trust
$2,419,568
* There is no minimum balance that you must maintain as a StashAway account holder.
Want even lower fees?
When you invite a friend to start using StashAway, you’ll each get up to $10,000 SGD managed for free for 6 months once your friend makes his or her first transfer with us. You’ll get free investing for any Investment Portfolio regardless of whether your friend deposits into an Investment Portfolio or StashAway Simple™, but the free investing doesn’t apply to StashAway Simple™, because, well, it’s already free.
There’s no limit on how many people you refer, so get going.