Portfolio Types & Strategy
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 ...
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 ...
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 ...
How is the allocation of Managed Portfolios decided?
The allocation for each Managed Portfolio is determined by the Vested research team and, in some cases, external partners. It is based on data-driven models, fundamental analysis, and the portfolio’s stated investment objective. Allocations may shift ...