Stockspot Themes

In addition to the Stockspot Model Portfolios, qualifying clients in the Gold and Platinum fee tiers can personalise their portfolio with a range of investment themes.

Stockspot Themes enable you to have more control over your choice of investments by adding extra exposure to certain assets, countries or market sectors. We balance any themes within your portfolio so that your overall strategy is continually optimised based on your investment goals and risk profile.

Growth themes

Australian shares
Australian shares have generated strong investment returns over the long-term despite being exposed to the global economy and domestic business cycle. Australian shares also offer the benefit of franking credits for many Australian investors.
Australian dividend shares

Companies listed on the ASX that have higher forecast dividends relative to other listed companies. Includes Wesfarmers, Telstra, Westpac Bank and Orica.

Australian large companies

The largest companies listed on the ASX by market size. Includes BHP Billiton, Commonwealth Bank, CSL and Scentre Group.

Australian small companies

Smaller companies listed on the ASX. Includes Star Entertainment, Dominos, Ansell, Carsales.com.au and Magellan Financial.

Australian socially responsible shares

Australian companies that have demonstrated positive environmental, social and governance (ESG) characteristics without significant involvement in activities considered inconsistent with recognised responsible investment objectives. Includes Westpac Bank, Telstra, CSL and Brambles.

Global shares
Investing in global shares helps diversify outside of the Australian market and provides access sectors like technology and healthcare which are much more significant overseas.
US shares

The largest public companies in the US. Includes Apple, Microsoft, Exxon Mobil, General Electric, Johnson & Johnson, Amazon, Wells Fargo, Berkshire Hathaway, JPMorgan Chase and Facebook.

Global (non-US) shares

The world’s largest companies listed in major developed and emerging countries outside of the US. Includes Nestle, Roche, HSBC and Unilever.

European shares

Large companies in continental Europe and the UK. Includes Nestle, Novartis, Bayer and Anheuser Busch Inbev.

Japanese shares

Companies listed on the Tokyo Stock Exchange. Includes Toyota, Mitsubishi, Honda and Softbank.

Chinese shares

The largest Chinese companies listed on Hong Kong Stock Exchange. Includes Tencent, China Construction Bank, China Mobile and Petrochina.

Asian large companies

Leading companies listed in Hong Kong, Singapore, South Korea and Taiwan. Includes Samsung, Taiwan Semiconductor, China Mobile and CK Hutchison.

Property
Property is accessed through publicly traded real estate investment trusts (REITs) that own commercial, industrial and retail property space, as well as real estate operating companies. REITs pay out their rents as distributions to investors and provide income, inflation protection and diversification benefits.
Australian property

Property securities listed on the ASX across the retail, office, and industrial sectors. Includes Scentre Group, Westfield, Stockland, GPT, Dexus and Mirvac.

Global property

REITs and real estate operating companies around the world. Includes Simon Property, Public Storage, Brookfield and Mitsui Fodosan.

Defensive themes

Bonds and cash
Although bonds and cash have lower return expectations, they provide a cushion during market turbulence due to their low correlation with shares.
High interest cash

High-interest bank deposits with major banks in Australia.

Global bonds

Bonds and other income-generating securities issued by governments around the world.

How were the Stockspot Themes selected?

The Stockspot Themes have been selected based on our investment criteria. We have selected funds which offer low-cost, transparent and liquid exposure to asset classes, sectors and market factors that compliment the Stockspot Model Portfolios. For more information, see Our chosen ETFs.

Why might I add a theme to my portfolio?

Stockspot Themes enable you to choose areas of the market you want a greater focus on in your portfolio. For example you might want additional exposure to certain geographic regions (such as Japan or the U.S.), asset classes (global property or bonds), or market factors (small companies, dividend shares or socially responsible shares).

Stockspot Themes let you tilt your portfolio to your chosen areas of interest while still ensuring that your portfolio remains consistent with your investment goals and risk profile.

Do I need themes in my portfolio?

The Stockspot Model Portfolios are already diversified across thousands of companies, sectors, regions and industries. Themes can offer additional exposure to a select area of the market but aren't necessary for broad diversification benefits.

How do I personalise my portfolio by adding or changing a theme?

New clients will be able to personalise their portfolio with a range of carefully selected investment themes during the sign-up process provided they qualify for the Gold or Platinum fee tiers.

Existing clients who qualify can add Stockspot Themes by logging in to your investment profile.

How many themes can I add to my portfolio and how often can I change them?

Similar to the Stockspot Model Portfolios, themes should be part of your long-term investment plan and are not suitable to be frequently changed. We encourage clients to consider each theme as a 3 to 10 year investment as this will reduce the impact of short-term market moves and improve the probability of a positive return.

Stockspot clients can have up to 3 themes in their portfolio at any one time including a maximum number of growth and defensive themes based on your investment strategy. The number of theme changes, which includes adding or removing a theme from your portfolio, is dependent on your fee tier.

GoldUp to 4 theme changes per year.
PlatinumUp to 5 theme changes per year.
How much of my portfolio will be invested in each theme?

Themes are optimised for each clients portfolio based on their goals, risk profile and core investment strategy. Each theme will typically contribute between 5% and 10% of your overall portfolio value once fully implemented.

Why are Stockspot Themes only available for Gold and Platinum tier clients?

Stockspot Themes only make up a small part of each portfolio so in order to meet our minimum trade size requirements they can only be offered for portfolios over $50,000. Bronze and Silver tier clients continue to have access to the full benefits of the Stockspot Model Portfolios and are eligible for themes once their portfolio reaches $50,000.

Do you offer smart beta themes?

Smart beta relates to investing in well-known market 'factors' in a transparent and low-cost way. 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.