Thematic Portfolios
Invest in the trends you think will change the world without exposing your money to unnecessary risk.
We’re licensed by the Securities and Futures Commission of Hong Kong. Find out more.
Diversify your investment plan
Expose your investments to new sectors that aren’t available in most balanced portfolios
Invest in promising long-term trends
Invest in trends that are here to possibly change the world and grow in the long run
Stay true to your risk preferences
Maximise your thematic exposure while keeping your risk under control
Get professionally-crafted portfolios
Our investment team has researched hundreds of ETFs and stress-tested dozens of portfolios so that you don’t have to
This is thematic investing, but with risk that you can actually measure
This is thematic investing, but with risk that you can actually measure
Thematic investing can generally be very risky. That’s why we took the uncertainty out of it by designing portfolios that maximise your thematic exposure only as much as your risk preference allows.
This way, you can get exposure to the themes that you have convictions about without having to worry about overexposing your money to risk.
Our Thematic Portfolios
We’ve identified three themes that have the potential to transform the world. Which ones will you put your money behind?
Technology Enablers
How the world operates is constantly evolving, and new core technologies, such as Artificial Intelligence, Blockchain, and Robotics are behind it all.
When you choose Technology Enablers, you invest in:
Artificial Intelligence
Blockchain
Cloud Computing
Robotics
Semiconductors
The Future of Consumer Tech
Thanks to consumer technology, the way we live, move, and connect with others has completely changed in the last decade. And it’s just the beginning.
When you choose The Future of Consumer Tech, you invest in:
E-commerce
Fintech
Gaming
Internet
Future of Mobility
Social Media
Healthcare Innovation
Even before COVID-19, healthcare around the world has been advancing rapidly - changing the way we stay healthy, get treatment and recover.
When you choose Healthcare Innovation, you invest in:
Biotech
Genomics
Medical Devices
Pharmaceuticals
Access the world’s best fund managers in thematic investing
The ETFs in our Thematic Portfolios are managed by some of the top fund managers in the world. They’re well-diversified, giving you exposure to hundreds of promising companies across various emerging sectors.
Thematic investing isn’t about small wins. It’s about the changes that will stay and grow in the long term.
There are the cyclical trends that come and go with seasons, headlines, and the markets. And then there are structural trends that will fundamentally change the world as we know it.
Are you ready to put capital towards major future drivers of growth?
Frequently Asked Questions
How do Thematic Portfolios fit into my financial plan?
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.
What are Thematic Portfolios?
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.
What are the fees involved in Thematic Portfolios?
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's no minimum investment amount and no subscription, switching, and rebalancing fees. Learn more about our pricing here.
What does ‘balancing assets’ mean?
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.
How are the thematic ETFs selected?
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).
