Question 1

How do Thematic Portfolios fit into my financial plan?

Accepted Answer

Thematic Portfolios can be a strong addition to a core investment strategy. Thematic Portfolios have a lot of long-term equity exposure, making them a great way to add diversification to your existing investment plan. Thematic Portfolios are higher risk compared to our General Investing portfolios. This means that they’re certainly not a replacement for a balanced retirement plan and other savings plans, but they do have the potential to complement long-term financial plans. If you’re a starting investor we recommend you take a look at our General Investing portfolio.

Question 2

What are Thematic Portfolios?

Accepted Answer

Thematic Portfolios are a long-term investment product which allows you to invest in what you believe could transform the world. They are aimed to maximise exposure to promising long-term trends within your risk preference. Thematic Portfolios are grouped around different promising trends and are composed of exchange-traded funds (ETFs), as well as balancing assets (non-thematic instruments). You can learn more here.

Question 3

What are the fees involved in Thematic Portfolios?

Accepted Answer

Our annual management fee for Thematic Portfolios ranges between 0.2% and 0.8%, average expense ratio charged by ETF fund managers is 0.52%. However, there are no minimum investmentdeposit, no subscription, switching, and rebalancing fees. Learn more about our pricing here.

Question 4

What does ‘balancing assets’ mean?

Accepted Answer

When you create Thematic Portfolios with StashAway, you choose the StashAway Risk Index (SRI). Based on the risk you select, we’ll maximise your exposure to the themes and add the so-called balancing assets as the remainder. Balancing assets are the non-thematic instruments included in your Thematic Portfolios to ensure your risk levels are under control.

Question 5

How are the thematic ETFs selected?

Accepted Answer

Our investment team has narrowed down hundreds of the world's best thematic ETFs by analysing three criteria. How efficiently the fund is managed by evaluating their tracking error versus the target asset class, how cost-efficient the fund is (total expense ratio), and how easy it is to redeem and invest into the fund (liquidity).

Thematic Portfolios

Our Thematic Portfolios

Keeping your risk under control

Target portfolio composition

30%

70%

Access the best fund managers in thematic investing

Focus on the long-term wins

More reasons to invest in Thematic Portfolios

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