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Hi KPO and CZM Readers,
It has been 1 year since we made our services available in Singapore, and the response has been overwhelmingly positive. I wanted to take this opportunity to share how our portfolios have performed since our public launch a year ago, announce an exciting product update, and offer a ‘thank you’ gift.
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People often ask me about our investment performance, and so I selected our 7 anchor portfolios to illustrate the range of risk and returns we earned in the last year. The following chart shows gross returns in SGD of these portfolios, ranked by risk (low to high), compared to the returns of their respective risk-based benchmarks. |
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| Source: Bloomberg, StashAway analysis |
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Our portfolios have yielded between 4.3% and 6.6% gross returns in SGD over the last year, characterised by a very positive market for the first 7 months (July 2017 to January 2018) and a more turbulent one for the subsequent 5 months (February 2018 - present). All of StashAway’s 28 portfolios have outperformed their same-risk benchmark. |
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In the same timeframe, an investment in the Straits Times Index (STI) would have yielded only 0.8% positive returns. Note that the risk of the STI is approximately 2x the risk of P28 over the last 10 years. |
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I’m excited to announce that we’ll be expanding our offering after talking with many of you and listening to your recommendations. In the next few weeks, we will launch portfolios with higher risk! We’ve backtested these new portfolios, and over the last 12 months, the 3 new portfolios that we will launch have realised gross SGD returns that range from 9.0% to 10.2%. |
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To celebrate a great first year of returns, we’re sharing with you investing discounts. If you invest at least $2,500 SGD between 24 July and 25 August, we’ll manage your entire portfolio for free for 1 to 6 months*. Enter the voucher code in Settings > Promotions for the deposit you’ll make: |
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$2,500 to $25,000 SGD deposit = 1 month free for your entire portfolio
Use Code: FIRSTYEAR1
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$25,001 to $100,000 SGD deposit = 3 months free for your entire portfolio
Use Code: FIRSTYEAR2
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$100,001+ SGD deposit = 6 months free for your entire portfolio
Use Code: FIRSTYEAR3 |
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Once again, thank you very much for entrusting StashAway with building your future wealth. |
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| Michele Ferrario |
| Co-Founder & CEO |
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| StashAway is a brand of Asia Wealth Platform Pte Ltd, which is licensed by the Monetary Authority of Singapore. |
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*Terms and Conditions for promotion:
1) Each voucher can only be applied once
2) Only one code can be effective at any given time. So, if you use all three codes, you don't get 10 months free; only the code with the longest duration will apply.
Please reach out to our customer support team if you have any questions.
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