StashAway MENA Introduces Thematic Portfolios
- Investment , Wealth Management
- 27.09.2021 09:20 am
StashAway has launched Thematic Portfolios. 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."
"One key strategy to building wealth is to diversify the investments where you can capture opportunities. We're thrilled to deliver a product that both benefits our clients' long-term investment strategies and is an exciting opportunity to be a part of the industries investors believe will have the greatest impact in the future," shares Ramzi Khleif, General Manager MENA.