DUBAI, UAE - 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."
"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.