Yes Archives - Planner Bee

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
Projected annualised returns	Projected 1.90%
With human assistance	Yes

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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	3.40%
3 year annualised returns	12.50%
With human assistance	Yes

Promotion 🎉: 0% management fee for 3 months up to S$30,000. Use promo code BEEWAIVER.

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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	1.00%
3 Year Annualised Returns	8.60%
With Human Assistance	Yes

Promotion 🎉: 0% management fee for 3 months up to S$30,000. Use promo code BEEWAIVER.

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Core Equity100

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	15.00% (Based on 10 year average)
3 year annualised returns	Not available
With human assistance	Yes

Promotion 🎉: 0% management fee for 3 months up to S$30,000. Use promo code BEEWAIVER.

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Core Growth

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	7.3%
3 Year Annualised Returns	14.8%
With Human Assistance	Yes

Promotion 🎉: 0% management fee for 3 months for investments up to S$30,000. Use promo code BEEWAIVER.

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Global Macro Strategy Portfolios

5.0 / 5	Robo Fund
Minimum Monthly Contribution	S$0
Minimum Single Sum Contribution	S$0
Risk	Capital Non-Guaranteed
Source Of Fund	Cash / SRS
Payment Period	Flexible
Investment Period	Flexible
1 Year Annualised Returns	Not available
3 Year Annualised Returns	Not available
With Human Assistance	Yes

Promotion: 50% off StashAway fee for 6 months up to the first $50,000 invested when you sign up via Planner Bee. Valid for new StashAway customer only

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Gro Capital Ease

5.0 / 5	Insurance savings
Minimum Monthly Contribution	Not applicable
Minimum Single Sum Contribution	S$5,000
Risk	Capital guaranteed upon maturity
Source Of Fund	Cash, SRS
Payment Period	Single time
Investment Period	3 years
Annualised Returns	Guaranteed yield at maturity of 1.48% p.a.
With Human Assistance	Yes

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Income Portfolio

5.0 / 5	Robo Fund
Minimum monthly contribution	S$0
Minimum single sum contribution	S$10,000 minimum balance
Risk	Capital non-guaranteed
Source of fund	Cash / SRS
Payment period	Flexible
Investment period	Flexible
1 Year Annualised Returns	Not available
3 Year Annualised Returns	Not available
With Human Assistance	Yes

PROMOTION: 50% off StashAway fee for 6 months up to the first $50,000 invested when you sign up via Planner Bee. Valid for new customers only.

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Long-Term Growth Portfolio

5.0 / 5	Robo Fund
Minimum Monthly Contribution	S$1
Minimum Single Sum Contribution	S$3,000
Risk	Capital non-guaranteed
Source Of Fund	Cash
Payment Period	Flexible
Investment Period	Flexible
1 Year Annualised Returns	27.2%
3 Year Annualised Returns	13.1%
With Human Assistance	Yes

Promotion: $20 reward for every new sign up. Use promo code PLANNERBEE. Terms & Conditions

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Reit+ 100%

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	0.6% (2021 year to date)
3 Year Annualised Returns	Not available
With Human Assistance	Yes

Promotion: 0% management fee for 3 months up to S$30,000. Use promo code BEEWAIVER.

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