When you create Thematic Portfolio with StashAway, you choose the StashAway Risk Index (SRI). Based on the risk you select, we'll maximise your exposure to the themes and add the so-called balancing assets as the remainder. Balancing assets are the non-thematic instruments included in your Thematic Portfolio to ensure your risk levels are under control.
Articles in this section
- How do Thematic Portfolio fit into my financial plan?
- What are Thematic Portfolio?
- What are the fees involved in Thematic Portfolio?
- What does 'balancing assets' mean?
- How are the thematic ETFs selected?
- How were these themes selected?
- Why should I invest in Thematic Portfolio with StashAway instead of doing it myself?
- What’s the difference between sector investing and thematic investing?
- What’s the recommended investment timeline for Thematic Portfolio?
- What’s the maximum risk I can choose with Thematic Portfolio?
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