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Flexible Portfolio

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Questions about Customizing your own portfolios

  • What are Flexible Portfolios?
  • What are the Flexible Portfolio templates?
  • What is a Risk-focused template and what does it comprise of?
  • What is Passive Income template and what does it comprise of?
  • What is World Index Tracking template and what does it comprise of?
  • Will my templates be rebalanced?
  • Will my templates get reoptimised?
  • Can I have multiple template portfolios?
  • What are the fees for Flexible Portfolio templates?
  • How does StashAway manage my Flexible Portfolio?
  • How does StashAway rebalance my Flexible Portfolio?
  • Will StashAway re-optimise my Flexible Portfolio?
  • What is the difference between rebalancing and re-optimisation?
  • How does StashAway choose ETFs for each asset class?
  • Will the underlying ETFs under the asset classes always remain the same?
  • Why can’t I remove cash from my Flexible Portfolio?
  • How many Flexible Portfolios can I create?
  • What is the minimum allocation per asset class within a Flexible Portfolio?
  • What’s the minimum amount required to invest in a Flexible Portfolio?
  • What are the fees involved in creating a Flexible Portfolio?
  • Can I convert an existing portfolio to a Flexible Portfolio?
  • How is the Risk Level calculated for Flexible Portfolios?
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