KUALA LUMPUR, MALAYSIA – Media OutReach – 27 September 2021 – 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.”
“StashAway’s
Thematic Portfolios will empower Malaysians to invest in promising innovations
for the long term. Innovations that aim to shape the future take time to grow
and gain market acceptance. So, it’s important for investors to have a
long-term mindset when investing in these themes,” shares Albert Kok, Deputy
Country Manager Malaysia.
*https://www.ftadviser.com/investments/2021/07/30/thematic-investing-grows-by-77-per-cent-in-2020/
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