Can I combine Core and Thematic Managed Portfolios?
Yes. Many investors choose to balance their investments by using a two-tiered approach. Core Managed Portfolios provide stability by diversifying across global stocks, bonds, and sometimes gold. They are designed to manage risk and serve as the base of your portfolio.
On top of this, you can add Thematic Managed Portfolios, which focus on high-growth opportunities in specific sectors or trends such as Artificial Intelligence, Electric Vehicles, or Cybersecurity. By combining Core and Thematic portfolios, you can manage downside risk through diversification while also capturing growth potential from emerging themes.
This blended approach can help you create a portfolio that balances stability with growth, depending on your personal goals and risk profile.
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What are Thematic Managed Portfolios?
Thematic Managed Portfolios are built around sectors or megatrends such as AI, Cybersecurity, or Deglobalization. These portfolios help you express long-term convictions and capture growth from transformative trends shaping the future. Rather than ...
What are Multi-Asset Class (or Core Portfolios) Managed Portfolios?
Multi-asset managed Portfolios (or Core Portfolios) blend Global Stocks, Bonds, and other assets into low-cost, risk-tailored strategies to balance growth and downside protection for long-term investors. For example, a Moderate Core Portfolio might ...
Are there any fees for investing in Managed Portfolios?
Yes. Each Managed Portfolio carries an advisory fee based on Assets Under Management (AUM). The fee is charged as a percentage of the assets you hold in that portfolio. The exact fee varies across portfolios, depending on whether it is a Core or ...
How does a Managed Portfolio work?
When you invest in a Managed Portfolio, the securities are purchased directly into your brokerage account in the same proportion as the portfolio’s allocation. Over time, these allocations may drift as prices change. Our research team monitors this ...
Which Managed Portfolio is right for me?
Your choice depends on your risk profile and goals. If you want a long-term, risk-adjusted strategy, Core Managed Portfolios (Conservative, Moderate, Aggressive) may be suitable. If you prefer to invest in growth trends, Thematic Managed Portfolios ...