With a Stockspot portfolio, you'll invest in low-fee Exchange Traded Funds (ETFs) across various assets. The investment choices within each portfolio are constantly reviewed to ensure proper diversification and the best possible return.
Stockspot clients can choose a Model Portfolio or a Sustainable Portfolio. We outline the ETFs within each portfolio type below.
Clients with balances above $50,000 can utilise Stockspot Themes. Themes allow you to add extra assets, countries or market sectors to your portfolio.
| Australian shares |
Selected ETF Second choice VAS tracks the S&P/ASX 300 Index, offering greater diversification benefits than STW which tracks the S&P/ASX 200. VAS is the largest index ETF in the Australian market with a lower expense ratio, greater liquidity and better long term returns |
| Global shares |
Selected ETF Second choice While VGS has a lower expense ratio, IOO has higher liquidity and a longer listed track record. |
| Emerging markets |
Selected ETF Second choice While VGE has a lower expense ratio, IEM has higher liquidity and a longer listed track record. IEM offers exposure to over 800 emerging market shares and includes countries such as South Korea. |
| Bonds |
Selected ETF Second choice Both ETFs have a similar expense ratio and offer similar diversification benefits across Commonwealth and investment-grade corporate bonds. IAF was chosen because of its higher liquidity, larger size, lower cost and longer listed track record. |
| Gold |
Selected ETF Second choice GOLD has a lower expense ratio and higher liquidity. We also prefer unhedged gold compared to the hedged version as a diversifier in our portfolios since it provides better protection against domestic currency debasement and a weak Australian economy. |
Stockspot Sustainable Portfolios let you invest in a broad range of companies that have been screened based on environmental, social and governance (ESG) factors to create a more sustainable future.
Our Sustainable Portfolios also contain defensive assets through the iShares Core Composite Bond ETF (IAF) and Global X Physical Gold ETF (GOLD). These ETFs are included in the Stockspot Model Portfolios as well.
| Sustainable Australian shares |
Selected ETF Although higher cost, FAIR has the biggest size, largest liquidity, and long term track record with a robust sustainable screening process. |
| Sustainable global shares |
Selected ETF ESGI - Vaneck Vectors MSCI International Sustainable Equity ETF (fee: 0.55%) As there is currently no available sustainable emerging markets ETF in Australia, the Stockspot Sustainable Portfolios use a blend of ETHI and ESGI to provide exposure to global sustainable companies that focus on climate leaders and those with ESG characteristics. |
Stockspot Themes can be utilized for clients with balances above $50,000. Clients can choose to add certain extra assets, countries or market sectors.
| Australian shares |
Australian property Australian dividend shares Australian large companies Australian small companies Australian socially responsible shares |
| Global shares |
US shares Global (non-US) shares European shares Japanese shares Chinese shares Asian large companies |
| Global sectors |
U.S. technology Asia technology Global healthcare Global gold miners Global consumer staples Global infrastructure Global property |
| Bonds (Fixed Income) |
High interest cash International bonds Australian corporate bonds Australian inflation bonds |
For a full comparison of the ETF market in Australia, download our free Australian ETF Report.
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