Stockspot Themes is available to clients that have $50,000 or more invested in their Stockspot portfolio. It enables you to choose areas of the market you wish to have a greater focus on in your portfolio. To offer you more control and personalisation in your portfolio we allow up to three themes to be added.
For each Stockspot Theme you add we will realign your portfolio to have between 5 and 10% exposure to the selected theme.
Clients will be able to choose from our eight pre-packaged bundles, which provide exposure to the following areas:
Tech Shares (NDQ, ASIA)
Global Shares (IVV, VEU)
US Shares (IVV, NDQ)
Asian Shares (IAA, IJP)
High Dividend Shares (VHY, WDIV)
Real Estate (REIT, VAP)
Gold & Silver (ETPMAG, GDX)
Commodities (BCOM, OZR)
If you would like to have more control over your investment selection, you will be able to select specific ETFs in which you would like further exposure to. You can find our full list of options on the Stockspot Theme ETFs page.
Adding Themes to your Portfolio
New Clients: You will be able to personalise your portfolio with a range of investment themes during the sign-up process provided you indicate your proposed investment is $50,000 or greater.
Existing Clients: Once your investment portfolio reaches $50,000 you will be able to start diversifying your portfolio with Stockspot Themes. You can access this in the ‘Your Investments > Your Stockspot Portfolio’ section of your investment dashboard, then selecting 'Change Investment Strategy > Add or Edit Themes'. Once you have updated your themes, make sure you 'save' your selection then you will be prompted to sign your new investment agreements.
What Themes are available to me?
All Stockspot clients will have access to the same range of ETFs, however, the allocation of these may vary depending on your core investment strategy. For those investing in our balanced and growth portfolio options (Turquoise, Emerald and Topaz) you will be able to select up to two growth investments (eg. Australian or Global Shares) whilst maintaining one defensive theme (eg. Bonds). For clients investing in our conservative portfolios (Amethyst and Sapphire) you will have the ability to add up to two defensive ETF themes, with the option to add one growth theme.
Once your new investment agreement has been signed, our investment team will begin the process of realigning your portfolio towards your new themes. If you would like our team to refrain from selling assets to realign your portfolio, you can change your rebalancing options to ‘Buy only’ in the ‘Your investments’ section of your dashboard. With this setting selected our team will use account top-ups to realign your portfolio.
Can I just add one Theme?
Yes, you can add just one theme if preferred or two. You're not required to add all three. You can skip the selection when prompted to select other themes.
If you have any questions regarding the above information or how to get started, don't hesitate to get in touch with our client care team.