StashAway’s ETF Fund Investment Selection

14 September 2023

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Overview of StashAway Portfolios

General Investing and Goal-based Investing Portfolios

General Investing powered by BlackRock® Portfolios

Responsible Investing Portfolios

Singapore Investing

StashAway Simple™

StashAway Simple™ Plus

Thematic Portfolio

  • Technology Enablers
  • Future of Consumer Tech
  • Healthcare Innovation
  • Environment and Cleantech

Flexible Portfolios

Investing your hard-earned money can be intimidating, especially with the overwhelming number of options available in the market. At StashAway, we understand the challenges you face when choosing the right investment, which is why we've created an intelligent digital wealth management platform that makes informed investment decisions based on macroeconomic data instead of market fluctuations. To ensure that our clients receive the best possible returns, we invest in a carefully curated selection of Exchange-Traded Funds (ETFs) that are tailored to meet different investment objectives. Our platform offers a smart and sophisticated investment strategy that is designed to help you build your nest egg with confidence.

These are the assets in which we invest for our General Investing and Goal-based Investing portfolios

The below ETFs are included in our investment universe. Those marked with an asterisks (*) are funds that our portfolios are currently not invested in, but may be included within the next reoptimisation. You can learn about our asset allocation framework.

Learn about our General Investing by StashAway Portfolio.

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
Vanguard FTSE All-World ex-US ETFGlobal Equities (Ex - US)VEU USVanguard20070.07%
iShares Global High Yield Corp Bond UCITS ETFGlobal High Yield Corp BondsHYLD LNiShares20120.50%
iShares USD High Yield Corp Bond UCITS ETFUS High Yield Corp BondsIHYU LNiShares20110.50%
iShares Core Global Aggregate Bond UCITS ETFGlobal Aggregate BondsAGGG LNiShares20170.10%
iShares MSCI ACWI UCITS ETFGlobal EquitiesISAC LNiShares20110.20%
iShares MSCI AustraliaAustralia EquitiesEWA USiShares19960.47%
iShares MSCI CanadaCanada EquitiesEWC USiShares19960.47%
iShares MSCI JapanJapan EquitiesEWJ USiShares19960.47%
iShares Core S&P Small-CapUS Small-Cap StocksIJR USiShares20000.07%
The Consumer Staples Select Sector SPDR® FundUS Consumer Staples StocksXLP USSPDR19980.13%
The Technology Select Sector SPDR® FundUS Technology StocksXLK USSPDR19980.13%
The Energy Select Sector SPDR® FundUS Energy StocksXLE USSPDR19980.13%
The Financial Select Sector SPDR® Fund*US Financial StocksXLF USSPDR19980.13%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETFFixed IncomeBB3M LNJP Morgan20210.07%
iShares International Treasury Bond ETFGlobal Govt BondsIGOV USiShares20090.35%
iShares J.P. Morgan USD Emerging Markets Bond ETFEmerging Market Govt BondsEMB USiShares20070.39%
iShares US Aggregate Bond UCITS ETF*Fixed IncomeIUAG LNiShares20110.25%
Vanguard Total International Bond ETFGlobal Aggregate BondsBNDX USVanguard20130.09%
iShares Floating Rate Bond ETF*Global Floating Rate Bonds (IG)FLOT USiShares20110.20%
Vanguard Real Estate ETFUS REITsVNQ USVanguard19960.12%
Vanguard Global ex-U.S. Real Estate ETFGlobal ex-US REITsVNQI USVanguard20100.12%
SPDR Gold SharesPrecious Metals (Gold)GLD USSPDR20040.40%
SPDR® FTSE International Government Inflation-Protected Bond ETFGlobal ex-US Inflation-linked Govt BondsWIP USSPDR20080.50%
iShares $ TIPS UCITS ETFFixed IncomeIDTP LNiShares20060.10%
iShares Core S&P 500 ETFUS Large-Cap Stocks (S&P 500)IVV USiShares20000.03%
Vanguard FTSE Europe ETF*Europe EquitiesVGK USVanguard20050.08%
iShares MSCI All Country Asia ex Japan ETF*Asia Ex-Japan EquitiesAAXJ USiShares20080.69%
SPDR Portfolio Emerging Markets ETFEmerging Market EquitiesSPEM USSPDR20070.11%
Consumer Discretionary Select Sector SPDR FundUS Consumer Discretionary StocksXLY USSPDR19980.10%
Communication Services Select Sector SPDR Fund*US Communications Services StocksXLC USSPDR20180.10%
Materials Select Sector SPDR Fund*US Materials StocksXLB USSPDR19980.10%
Health Care Select Sector SPDR FundUS Healthcare StocksXLV USSPDR19980.10%
KraneShares CSI China Internet ETF*China Technology StocksKWEB USKraneShares20130.69%
iShares 1-3 Year Treasury Bond ETF*US 1-3y Govt BondsSHY USiShares20020.15%
Schwab Intermediate-Term U.S. Treasury ETF*US 3-10y Govt BondsSCHR USSchwab20100.03%
iShares 10-20 Year Treasury Bond ETF*US 10-20y Govt BondsTLH USiShares20070.15%
iShares $ Treasury Bond 20+yr UCITS ETFFixed IncomeIDTL LNiShares20150.07%
iShares iBoxx $ Investment Grade Corporate Bond ETF*US Corporate Bonds (IG)LQD USiShares20020.14%
SPDR Bloomberg Convertible Securities ETF*US Convertible SecuritiesCWB USSPDR20090.40%

These are the assets in which we invest for our General Investing powered by BlackRock® portfolios

The below ETFs are included in our investment universe. Those marked with an asterisks (*) are funds that our portfolios are currently not invested in, but may be included within the next reoptimisation.

Learn more about our BlackRock®-powered portfolios.

NameTickerAsset ClassInceptionExpense Ratio
iShares Core MSCI Pacific ex Japan UCITS ETFCPXJ LNInternational Equities20100.20%
iShares Core S&P 500 UCITS ETFCSPX LNUS Equities20100.07%
iShares MSCI USA UCITS ETFCSUS LNUS Equities20100.33%
iShares MSCI USA ESG Enhanced UCITS ETFEDMU SWUS Equities20190.07%
iShares Core MSCI Japan IMI UCITS ETFIJPA LNInternational Equities20090.15%
iShares MSCI Japan USD Hedged UCITS ETFIJPD LNInternational Equities20130.64%
iShares Core FTSE 100 UCITS USD Hedged ETFISFD LNInternational Equities20170.20%
iShares S&P 500 IT Sector UCITS ETFIUIT LNUS Equities20150.15%
iShares MSCI Canada UCITS ETFCCAU LNInternational Equities20100.48%
iShares Core MSCI EMU UCITS ETF USDCEUU NAInternational Equities20190.15%
iShares MSCI ACWI UCITS ETFISAC LNInternational Equities20110.20%
iShares MSCI USA ESG Screened UCITS ETFSASU LNUS Equities20180.07%
iShares MSCI China UCITS ETFICHN NAInternational Equities20190.40%
iShares MSCI EM ex-China UCITS ETFEXCH NAInternational Equities20210.18%
iShares $ Treasury Bond 3-7yr UCITS ETF (Acc)CBU7 LNUS Government Bonds20090.07%
iShares J.P. Morgan $ EM Corp Bond UCITS ETFEMCR LNInternational Corporate Bonds20120.50%
iShares $ Treasury Bond 7-10yr UCITS ETFIDTM LNUS Government Bonds20060.07%
iShares $ Treasury Bond 20+yr UCITS ETFIDTL LNUS Government Bonds20150.07%
iShares J.P. Morgan $ EM Bond UCITS ETFIEMB LNInternational Government Bonds20080.45%
iShares $ High Yield Corporate Bond UCITS ETFIHYU LNUS High Yield Corp Bonds20110.50%
iShares US MBS UCITS ETF USD (Dist)IMBS LNGovernment Bonds20160.28%
iShares $ Corp Bond Interest Rate Hedged UCITS ETFLQDH LNCorporate Bonds20130.25%
iShares US Aggregate Bond UCITS ETFIUAG LNFixed Income20110.25%
iShares $ Floating Rate Bond UCITS ETF*FLOT LNCorporate Bonds20170.10%
iShares Physical Gold ETCIGLN LNCommodities20110.12%
iShares $ TIPS UCITS ETFIDTP LNGovernment Bonds20060.10%
iShares Gold Producers UCITS ETFIAUP LNInternational Equities20110.55%

These are the assets in which we invest for our Income Investing powered by J.P. Morgan Asset Management portfolio

The below ETFs are included in our investment universe. Those marked with an asterisks (*) are funds that our portfolios are currently not invested in, but may be included within the next reoptimisation.

ETF NameAsset ClassFund ManagerInception
JPM Income FundDiversifiedJPMorgan2014
JPM Global Bond Opportunities FundDiversifiedJPMorgan2013
JPM Global Corporate Bond Fund*Corporate BondsJPMorgan2009
JPM Global High Yield Bond FundCorporate BondsJPMorgan2000
JPM Global Government Bond Fund*Government BondsJPMorgan2009
JPM US Aggregate Bond FundUS Aggregate BondsJPMorgan2000
JPM Emerging Markets Debt FundEmerging MarketsJPMorgan1997

These are the assets in which we invest for our Responsible Investing Portfolio

Learn about our Responsible Investing Portfolio.

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
Lyxor MSCI Future Mobility ESGInternational EquitiesMOBI LNAmundi20200.45%
iShares Trust - iShares MSCI KEquity Sectors (US)DSI USiShares20060.25%
iShares MSCI Australia ETFInternational EquitiesEWA USiShares19960.50%
iShares MSCI Canada ETFInternational EquitiesEWC USiShares19960.50%
JPMorgan BetaBuilders Japan ETFInternational EquitiesBBJP USJPMorgan20180.19%
iShares Inc iShares ESG Aware EMInternational EquitiesESGE USiShares20160.25%
iShares ESG Aware MSCI USA Small-CapEquity Sectors (US)ESML USiShares20180.17%
Technology Select Sector SPDREquity Sectors (US)XLK USSPDR19980.12%
iShares 0-3 Month Treasury BondGovernment BondSGOV USiShares20200.07%
iShares International TreasuryGovernment BondIGOV USiShares20090.35%
Inspire Corporate Bond ImpactFixed IncomeIBD USInspire20170.58%
iShares Floating Rate Bond ETF*Corporate BondFLOT USiShares20110.15%
iShares Global Green Bond ETFGreen BondBGRN USiShares20180.20%
iShares $ TIPS UCITS ETFFixed IncomeIDTP LNiShares20060.10%

HomeGI (ERAA)GI (ERAA - Crypto)GI (BlackRock)GI (ESG)GI (DRB)IncomeThematic 1Thematic 2Thematic 3Thematic 4FlexFlex Templates

These are the assets in which we invest for our Singapore Investing Portfolio

Learn more about our Singapore Investing Portfolio.

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
ABF Singapore Bond Index FundSingapore Govt BondSBIF SPNikkoAM20050.26%
Nikko AM SGD Investment Grade Corporate Bond ETFSingapore Investment Grade Corp BondNIKIGCB SPNikkoAM20180.30%
iShares Barclays USD Asia High Yield Bond Index ETFAsia ex-Japan Corp Bond AggregateQL3 SPiShares20110.50%
NikkoAM Straits Times Index ETFSingapore Large-CapDBSSTI SPNikkoAM20090.30%
Lion-Phillip S-REIT ETFS REITsSREITS SPLionGlobal20170.50%
Phillip SGD Money Market ETFPhillip SGD Money Market ETFSGDPMMS SPPhillip Capital Management20200.40%

These are the assets in which we invest for StashAway Simpleᵀᴹ

Learn about StashAway Simple™.

Mutual Fund NameTickerFund ManagerInceptionExpense Ratio
LionGlobal SGD Money Market Fund SGD Class AOCBSGDM SPLionGlobal19990.29%
LionGlobal SGD Enhanced Liquidity Fund SGD Class I AccLNWELIA SPLionGlobal20180.29%

These are the assets in which we invest for StashAway Simpleᵀᴹ Plus

Learn about StashAway Simple™ Plus.

Mutual Fund NameTickerFund ManagerInceptionExpense Ratio
LionGlobal SGD Enhanced Liquidity Fund SGD Class I AccLNWELIA SPLionGlobal20180.29%
Nikko AM Shenton Short Term Bond Fund SGD ClassDBSENHI SPNikkoAM20000.40%
LionGlobal Short Duration Bond Fund SGD Class I AccLGSDIAS SPLionGlobal20140.31%

These are the assets in which we invest for our Thematic Portfolios

Learn about our Thematic Portfolios.

Technology Enablers

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
VanEck Vectors SemiconductorSemiconductorsSMH USVanEck20110.35%
First Trust Cloud ComputingCloud ComputingSKYY USFirst Trust20110.60%
Global X Robotics & Artificial IntelligenceRoboticsBOTZ USGlobal X20160.68%
iShares Expanded Tech-Software Sector ETFSoftwareIGV USiShares20010.41%
First Trust NASDAQ Cybersecurity ETFCybersecurityCIBR USFirst Trust20150.59%
Xtrackers Artificial Intelligence & Big Data UCITS ETFArtificial IntelligenceXAIX SWXtrackers20190.35%
Invesco CoinShares Global Blockchain UCITS ETFBlockchainBCHN LNInvesco20190.65%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETFFixed IncomeBB3M LNJP Morgan20210.07%

Future of Consumer Tech

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
Global X FinTech ETFFintechFINX USGlobal X20160.68%
VanEck Vectors Video Gaming and eSportsGaming and eSportsESPO USVanEck20180.55%
First Trust Dow Jones Internet Index FundInternetFDN USFirst Trust20060.51%
Xtrackers Future Mobility UCITS ETFFuture mobilityXMOV SWXtrackers20190.35%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETFFixed IncomeBB3M LNJP Morgan20210.07%

Healthcare Innovation

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
iShares U.S. Medical Devices ETFMedical DevicesIHI USiShares20060.41%
iShares Biotechnology ETFBiotechnologyIBB USiShares20010.45%
VanEck Vectors PharmaceuticalPharmaceuticalsPPH USVanEck20110.35%
SPDR® S&P® Biotech ETFBiotechnologyXBI USState Street20060.35%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETFFixed IncomeBB3M LNJP Morgan20210.07%

Environment and Cleantech

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
iShares Global Clean Energy ETFClean EnergyICLN USiShares20080.42%
First Trust NASDAQ Clean Edge ETFEnergy Storage and Smart GridsGRID USFirst Trust20070.60%
First Trust Water ETFClean WaterFIW USFirst Trust20070.54%
Global X Uranium ETFUraniumURA USGlobal X20110.69%
Xtrackers Future Mobility UCITS ETFFuture mobilityXMOV SWXtrackers20190.35%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETFFixed IncomeBB3M LNJP Morgan20210.07%

Why Consider StashAway’s ETF Fund Selection

At StashAway, we take a data-driven and disciplined approach to ETF fund selection to help our clients achieve their investment goals. Our portfolios are designed to provide broad diversification across asset classes and geographies, while also taking into account factors such as risk tolerance, investment horizon, and market conditions. We believe that ETFs offer several advantages over traditional mutual funds, including lower fees, greater transparency, and flexibility in trading. With our carefully curated selection of ETFs, we aim to provide our clients with access to a wide range of investment opportunities that can help them build long-term wealth. Whether you are a seasoned investor or just starting out, we invite you to consider StashAway's ETF fund selection as part of your investment strategy.


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