Yes Archives - Planner Bee

5.0 / 5	Robo Fund
Minimum monthly contribution	S$100
Minimum single sum contribution	S$10,000
Risk	Capital non-guaranteed
Source of fund	Cash / SRS / CPF-OA
Payment period	Flexible
Investment period	Flexible
1 year annualised returns	13.64%
3 year annualised returns	9.97%
With human assistance	Yes

Promotion 🥳 : Get up to $500 in rewards for the first $50,000 invested & $20 off access fee when you sign up via Planner Bee. Till July 2021 for new sign ups only. Terms & Conditions

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Balanced Model Portfolio

5.0 / 5	Robo Fund
Minimum monthly contribution	S$100
Minimum single sum contribution	S$10,000
Risk	Capital non-guaranteed
Source of fund	Cash / SRS / CPF-OA
Payment period	Flexible
Investment period	Flexible
1 year annualised returns	12.39%
3 year annualised returns	8.67%
With human assistance	Yes

Promotion 🥳 : Get up to $500 in rewards for the first $50,000 invested & $20 off access fee when you sign up via Planner Bee. Till July 2021 for new sign ups only. Terms & Conditions

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Cash Smart Core

5.0 / 5	Robo Fund
Minimum monthly contribution	S$100
Minimum single sum contribution	S$10,000
Risk	Capital non-guaranteed
Source of fund	Cash / SRS
Payment period	Flexible
Investment period	Flexible
1 year annualised returns	0.8% - 1%
With human assistance	Yes

Promotion 🥳 : Get up to $500 in rewards for the first $50,000 invested & $20 off access fee when you sign up via Planner Bee. Till July 2021 for new sign ups only. Terms & Conditions

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Cash Smart Enhanced

5.0 / 5	Robo Fund
Minimum monthly contribution	S$100
Minimum single sum contribution	S$10,000
Risk	Capital non-guaranteed
Source of fund	Cash / SRS
Payment period	Flexible
Investment Period	Flexible
1 Year Annualised Returns	1.4% - 1.6%
With Human Assistance	Yes

Promotion 🥳 : Get up to $500 in rewards for the first $50,000 invested & $20 off access fee when you sign up via Planner Bee. Till July 2021 for new sign ups only. Terms & Conditions

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Cash Smart Ultra

5.0 / 5	Robo Fund
Minimum monthly contribution	S$100
Minimum single sum contribution	S$10,000
Risk	Capital non-guaranteed
Source of fund	Cash / SRS
Payment period	Flexible
Investment Period	Flexible
1 Year annualised returns	1.8% - 2.0%
With human assistance	Yes

Promotion 🥳 : Get up to $500 in rewards for the first $50,000 invested & $20 off access fee when you sign up via Planner Bee. Till July 2021 for new sign ups only. Terms & Conditions

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Cash+

5.0 / 5	Robo Fund
Minimum monthly contribution	S$0
Minimum single sum contribution	S$0
Risk	Capital non-guaranteed
Source of fund	Cash
Payment period	Flexible
Investment period	Flexible
1 year annualised returns	Projected 1.75%
With human assistance	Yes

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Conservative Model Portfolio

5.0 / 5	Robo Fund
Minimum monthly contribution	S$100
Minimum single sum contribution	S$10,000
Risk	Capital non-guaranteed
Source of funds	Cash / SRS / CPF-OA
Payment period	Flexible
Investment period	Flexible
1 Year annualised returns	8.49%
3 Year annualised returns	5.83%
With human assistance	Yes

Promotion 🥳 : Get up to $500 in rewards for the first $50,000 invested & $20 off access fee when you sign up via Planner Bee. Till July 2021 for new sign ups only. Terms & Conditions

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Core Balanced

5.0 / 5	Robo Fund
Minimum monthly contribution	S$0
Minimum single sum contribution	S$0
Risk	Capital non-guaranteed
Source of fund	Cash
Payment period	Flexible
Investment period	Flexible
1 year annualised returns	11.9% (Backtested)
3 year annualised returns	9.8% (Backtested)
With human assistance	Yes

Promotion: 0% management fee for 6 months up to S$30,000. Use promo code BEEWAIVER. Terms & Conditions

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Core Defensive

5.0 / 5	Robo Fund
Minimum monthly contribution	S$0
Minimum single sum contribution	S$0
Risk	Capital non-guaranteed
Source of fund	Cash
Payment period	Flexible
Investment period	Flexible
1 year annualised returns	6.1% (Backtested)
3 Year Annualised Returns	7.4% (Backtested)
With Human Assistance	Yes

Promotion: 0% management fee for 6 months up to S$30,000. Use promo code BEEWAIVER. Terms & Conditions

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Core Growth

5.0 / 5	Robo Fund
Minimum Monthly Contribution	S$1
Minimum Single Sum Contribution	S$1
Risk	Capital Non-Guaranteed
Source Of Fund	Cash
Payment Period	Flexible
Investment Period	Flexible
1 Year Annualised Returns	21.1% (Backtested)
3 Year Annualised Returns	12.4% (Backtested)
With Human Assistance	Yes

Promotion: 0% management fee for 6 months for investments up to S$30,000. Use promo code BEEWAIVER. Terms & Conditions

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