We have selected funds which offer low-cost, transparent and liquid exposure to asset classes, sectors and market factors that compliment the Stockspot Portfolios.
Stockspot Themes enable you to choose areas of the market you want a greater focus on in your portfolio offering you more control and personalisation. For example you might want additional exposure to certain geographic regions (such as China or the U.S.), asset classes (global property or bonds), or market factors (small companies, dividend shares or socially responsible shares).
We optimise Themes in your portfolio so there’s nothing you need to do. Each theme will typically contribute between 5% and 10% of your overall portfolio once fully implemented.
The following Stockspot Themes offer focused exposure to specific market factors: Australian large companies, Australian small companies, Australian dividend shares, Australian socially responsible shares. For more information, see our views on smart beta.
Stay up to date with our weekly articles covering investing, news and insights.