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Old 24-07-2018, 05:52 PM   #66
assiak71
Master Member
 
Join Date: May 2018
Posts: 3,534
received this in email. stashaway 1 yr returns
comments?

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 discount on your first investment.

The First Year's Returns

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.


Source: Bloomberg, StashAway analysis

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.

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.

Product Update

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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