The more you invest, the less you pay
|Total Investment (SGD)||Annual Fee Rate (Incl. GST)|
|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%|
StashAway’s management fees range between just 0.2% and 0.8% annually, excluding ETF fees of approximately 0.2% charged by the ETF managers. Compare this fee structure to traditional banking products that charge between 1.25% and 5% annually. Our broker charges a 0.1% SGD to USD conversion fee for USD portfolios, no matter how much you invest. That’s considerably lower than broker and retail bank fees, which can range between 0.35% and 0.7% per transaction.
|Creating an account||No charge|
|Withdrawals||Unlimited and Free|
|Transferring money in and out of your account||No charge|
|Account closure||No charge|
|Annual management fee||0.2% - 0.8% per annum|
|Currency conversion fee charged by our broker for non-USD deposits. (Not applicable for our Income Portfolio that is in SGD.)||0.08% on the spot rate|
|Fees charged by the ETF manager||Approx. 0.2% per annum|
Our lower fees allow you to earn more returns over the long-term, because they don’t eat into what you can otherwise earn with compound interest.
In Singapore, banks commonly sell unit trusts to customers, making unit trusts one of the most common investment products used by Singaporeans to generate returns.