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Nia

11 Oct 2019

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What's the breakdown of MoneyOwl projected portfolio?

Hi all, I've been quite interested in investing in Moneyowl. I took the risk assessment and I got the following portfolio:
For $1,000 one-time investment & $300 monthly investment for 25 years.
Balanced: The projected portfolio value ranges between $140,695.37 to $240,779.58. The average projected portfolio value is $182,660.60.

May I know how they arrive at these figures? Is it possible for someone to show me the breakdown on a spreadsheet which incl returns column and fees etc?

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Eddy Cheong

11 Oct 2019

Chief Advisory Officer at Moneyowl

Hi Gurei Dot

Thanks for your interest in investing with MoneyOwl. The projected portfolio values of $140k and $240k are the best and worst returns that can be achieved based on 75% of the time over your time horizon of 25 years. Regarding how these are computed, you could contact MoneyOwl at [email protected] for assistance.

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ANNUAL MANAGEMENT FEE

$100

MINIMUM INVESTMENT

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EXPECTED ANNUAL RETURN

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