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.
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.
||Up to 4 theme changes per year.
||Up 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.