General Investing and Goal-based Investing
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 (MYR) | Annual fee rate (incl. GST) |
|---|---|
| First RM50,000 | 0.8% |
| Any additional amount above RM50,000, up to RM100,000 | 0.7% |
| Any additional amount above RM100,000, up to RM250,000 | 0.6% |
| Any additional amount above RM250,000, up to RM500,000 | 0.5% |
| Any additional amount above RM500,000, up to RM1,000,000 | 0.4% |
| Any additional amount above RM1,000,000, up to RM3,000,000 | 0.3% |
| Any additional amount above RM3,000,000 | 0.2% |
Expense ratio charged by ETF manager is approximately 0.2% p.a.
Currency conversion fee charged by our broker for MYR deposits to USD portfolios: 0.1% 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. 0.165% |
| The net expense ratio is 0.29%, made up of the underlying money market fund’s 0.25% annual management and 0.04% trustee fee. There is also a rebate of 0.125% that we award back to you when we receive it. The difference is the 0.165% 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
RM3,015,449
Unit Trust
RM2,419,568
* There is no minimum balance that you must maintain as a StashAway account holder.