How do Thematic Portfolio fit into my financial plan?

Thematic Portfolio can be a strong addition to a core investment strategy. Thematic portfolios have a lot of long-term equity exposure, making them a great way to add diversification to your existing investment plan.

Thematic Portfolio are higher risk compared to our General Investing portfolios. This means that they’re certainly not a replacement for a balanced retirement plan and other savings plans, but they do have the potential to complement long-term financial plans. If you’re a starting investor we recommend you take a look at our General Investing portfolio.