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.
The importance of fees on your investments
Here, we compare the effect of fees a $10,000 initial deposit with monthly subsequent deposits of $2,000 SGD for 30 years with 6% annual returns. We use StashAway’s fee structure of 0.2% to 0.8% per annum versus an average Unit Trust's fee structure of 2.7% per annum.