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 picking a handful of individual companies, you get exposure to an entire theme through a curated, diversified basket of stocks and ETFs.
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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 ...
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 ...
Are all Managed Portfolios created and managed by Vested?
Not all. While most Managed Portfolios are designed and managed by the Vested Finance Inc. research team, some portfolios are powered by third-party advisors or partners. These third-party Managed Portfolios bring additional expertise and unique ...