StashAway Introduces Thematic Portfolios in Singapore, Malaysia and UAE
StashAway’s Thematic Portfolios include three themes: Technology Enablers, The Future of Consumer Tech, and Healthcare Innovation.
The portfolios feature ETFs from some of the world’s top fund managers, including ARK Invest, iShares, Global X, and VanEck.
Since 2018, the amount of assets in thematic funds globally have grown at an annual rate of 37%. In 2020 alone, assets in thematic funds grew by 77%. And not only are thematic investments growing in popularity, but they’re also eclipsing traditional equity sectors: thematic portfolios have accounted for nearly 40% of all equity fund net sales since 2017.*
What makes StashAway’s Thematic Portfolios different from any other thematic offering available to both retail and institutional investors is its risk management feature: Investors select the downside they’re willing to accept in a given year, and then the StashAway platform maximises the thematic exposure as much as possible within those risk constraints. “This gives investors the access to thematic investing without the risk inherent with thematic investing,” says StashAway Co-founder and CIO, Freddy Lim. The remaining non-thematic assets in a portfolio are there to manage risk. “We call these non-thematic assets ‘balancing assets’, and their role in our Thematic Portfolios is just as important as the thematic assets.”
“We’re excited to offer new investment opportunities to our clients. The promising innovations that make up these portfolios take time to reach mass adoption. So, it’s important for investors to have a long-term mindset when investing in Thematic Portfolios,”shares Amanda Ong, Country Manager of StashAway Singapore.
About the themes
Technology Enablers includes subthemes such as artificial intelligence, blockchain, cloud computing, robotics, and semiconductors - it’s technology that consumers don’t see but that enables new technologies to transform the world.
The Future of Consumer Technology invests in technology that everyday consumers use: e-commerce, fintech, gaming, Internet, mobility, and social media.
Healthcare Innovation is about investing in the technologies that can not only improve but even change the way people stay healthy, get treatment, and recover. This portfolio gives investors exposure to biotech, genomics, and pharmaceuticals, such as smart beds and software used for genome sequencing.
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