StashAway | Investing, redefined

Pricing

No account setup or exit fees

Unlimited, free withdrawals

Unlimited, free transfers between portfolios

Rebalancing, transaction, and reoptimisation costs are included

Our investment portfolios

General investing and goal-based portfolios

Total balance (HKD)
Annual fee rate

First $150,000

0.8%

Any additional amount above $150,000, up to $300,000

0.7%

Any additional amount above $300,000, up to $600,000

0.6%

Any additional amount above $600,000, up to $1,500,000

0.5%

Any additional amount above $1,500,000, up to $3,000,000

0.4%

Any additional amount above $3,000,000, up to $6,000,000

0.3%

Any additional amount above $6,000,000

0.2%
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Expense ratio charged by ETF manager is approximately 0.2% p.a.

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We accept HKD and USD deposits. For HKD deposits, our bank charges a currency conversion fee of 0.1% on the spot rate to purchase USD ETFs. A currency conversion fee that low is usually only available to institutional investors.

Build your wealth

Investment fees add up, and could cost you hundreds of thousands of dollars over time.

  • This figure serves to illustrate the effect fees have on returns over a 30-year time horizon. Calculations assume that all methods earn 6% p.a. gross return.

  • StashAway's management fee is 0.2% to 0.8% per annum. Our customers do not incur any transaction, setup, exit or withdrawal fees, as these costs are absorbed by StashAway. We assume that 90% of the investments are in foreign currencies which incur a foreign exchange fee of 0.08%, and the underlying ETFs incur an expense ratio of 0.2% p.a.

  • We assume a Mutual Fund's management fee is 1.5% p.a., and entry fee of 2.5% p.a., consistent with market data from Cerulli. The illustration assumes that an investor switches Mutual Fund every 24 months, incurring the entry fee each time.

Initial Deposit

$125,000

Monthly Deposit

$10,000

$2M$4M$6M$8M

StashAway

$3,015,449

Unit Trust

$2,419,568

Want even lower fees?

Invite friends and family members to invest. Once they invest, we'll manage up to $50,000 HKD worth of investments for free for each of you for 6 months.