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
First $150,000
Any additional amount above $150,000, up to $300,000
Any additional amount above $300,000, up to $600,000
Any additional amount above $600,000, up to $1,500,000
Any additional amount above $1,500,000, up to $3,000,000
Any additional amount above $3,000,000, up to $6,000,000
Any additional amount above $6,000,000
Expense ratio charged by ETF manager is approximately 0.2% p.a.
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.
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.