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.
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
While VGS has a lower expense ratio, IOO has higher liquidity and a longer listed track record.
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.
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 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 ETFS Physical Gold ETF (GOLD). These ETFs are included in the Stockspot Model Portfolios as well.
|Sustainable Australian shares||
Although higher cost, FAIR has the biggest size, largest liquidity, and long term track record with a robust sustainable screening process.
|Sustainable global shares||
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 dividend shares
Australian large companies
Australian small companies
Australian socially responsible shares
Global (non-US) shares
Asian large companies
Global gold miners
Global consumer staples
|Bonds (Fixed Income)||
High interest cash
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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