Pune Stock：How TO USE StockSpot Themes

StockSpot themes is available to clients investing over $ 50,000 and is designed to allow theM Greater Control over the assets that then to gain exposure to in. EIR EINISTING PORTFOLIOS.

That Could Be Specific Countries, SUCH As The US or CHINA, OR SPECIFIC SECTORS, SUCH As Tech or HealthCare, or Even SPECIFIC Market Factors Such As OR Small Companies.

Themes used outfolio asset class of Exchange Traded Funds (ETFS) and Adds A Level of Personalisation That GIVES ChIES WHILE MAINTAING DIV Erofication, Daily Liquidity and Tax Efficience.

StockSpot themes can be used two ways: Either via Specific ETFS or Through Curativedles that Correspond to Specific Asset classes.Pune Stock

When you select a they, we self don a portion of your existing portfolio and allocate this portion to your chosen theme.

If your rebalancing status is set to ‘Buy only’, the themes will be fundedede the minimum infestable amount is Reacked in your StockSpot Cash Rather than drawing down your existing portfolio.

Each Will Typically Contribute Between 5% and 10% of your overall Portfolio once Fully Implementd.

Exposure is Limited to Ensure That Your Investment Strategy Strates Balanced Based on Your Goals and Investment Time Horizon.

Themes are broken into grewth and defensive strategies. Growth themes tend to have Higher Potential RETURN But With more volatility, whereas defensiv E themes tend to reduce the risk of your portfolio.

Our core StockSpot Portfolios are designed to provides such as Hello Achieve You Achieve You Achieve Another Layer for Clients. who wish to take great control.

By Choosing to Implement a Stockspot theme as part of your investment allocation, there may be an impact to your overall portfolio in related to:

Returns: Some themes May UnderPerform/Outperform the Market At Different Periods in Time, Meaning there may be disables of the countfs user He StockSpot Model Portfolios.shares.

RISK: Themes can both increase and decrease the risk propile of your portfolioIndore Investment. For exmple, emerging market regions tend to be more volatile interiorizational bonds.

Asset allocation and diversification: allCating themes May Change the Weighting of your portfolio to a particular sector, ReGion or Country. Us shares Will decrease your australian share exposure, but give you more access to the American Market.

Cost: All ETFS CHIGE A Management Fee, which is an indirect Cost Directly from the Daily ETF Price. The etfs offered Throughspot themes Charge Etween 0.04% to 0.74% Per Year.

Depending on your chosen rebalancing stature, selecting themes may trigger a rebalance of your portfolio by selfing existing Holdings Res and bonds) ToFUND the New Purchases of your stockspot themes.

MANY StockSpot Clients Use the themes to Reduce their Exposure to Australian Shares Given the Stronger Home Country Bias.

StockSpot Clients Can Have up to the Three Themes in Their Portfolio at Any One Time Including A Maximum Number of Growth and Defensive Themes Based on Your Inv ESTMENT Strategy.

There are plenty of options within themes, so here are some ideas to consider to help you with the selection process.

Owning Global Shares Allows you to benefit from companies live apple, nestle and nike that are listed on other. Location to Global Developed Markets (SUCH As The US and EUROPE), and Global Emerging Markets (SUCH AsChina and india).

You May want to increase your exposure to certain countries or regions such as:

US - Access The Larget 500 Companies in the US (I.E. S & P 500)

Global (NON-US)-Access The World ’s Larget Companies Listed in Major Developed and Emerging Countries Outside of the US

Europe - Access The Larges 350 Companies in EUROPEAN Countries Such as the Uk, Switzerland, France and Germany.

JAPAN -Access Over 300 Companies Liseted on the Tokyo Stock Exchange

China -Access The Larget 50 Companies that Trade on the Hong Kong stock exchaange

ASIA -Access The Larget 50 Companies from Asian Countries Like China, Hong Kong, Singapore and South Korea.

All Share Markets are Made Up OF Companies from Different Sectors. The Australian Share Market is Heavily Reliant on A Couple of Key Security and Just a Few Companies.

Financial Services (CBA, Anz, NAB and the Like) and Materials (Think BHP and RIO) Collectively Make Up Half of the Australian Share Market.

That ’s why it can be helpful for Australians to find in companies that are operating in the Other sectors of the global eConomy to increase diversification.

StockSpot themes have many global sectors that are usually under-represented in client portfolios including:

Tech: Access The Leading Innovative and Technologial Focused Companies in The USA (Such As Apple, Nvidia and Tesla) Or the Asian Market (Such As Alibaba, Tencent and Baidu)

Healthcare: The Larget Healthcare Stocks Across the World Including Pharmaceutical, BioteChnology and Medical Devices.

Consumer Staples: The Larget Global Companies that Produce Essential Consumer Products Such as Food and HouseHold itms.

Infrastructure: Companies involved in activities such as utilities, Transportation, Railway and Telecommunications.

Gold Miners: Exposure to over 50 of the largest global gold mining companies.

Sustainable and Ethical Shares: Australian Companies that hasstrald positive environmental, Social and Governance (ESG) Characteristics with Signification Ant involvement in activities such as tobacco, alcohol and weapons.

Australian divided shares: Companies that has been paid Higher Dividends Relate to the Other Listed Companies.

Large Companies: The Top 50 Blue Chip Companies in the Australian Market

Australian Property: Real Estate Investment Trusts (REITS) Listed on the ASX Across the Retail, Office and Industrial Sectors.

Global Property: Real Estate Investment Trusts (REITS) and Real Estate Investment Companies (Reics) Listed on the Global Markets SUCH As The USA, JAPAN and Uk.

However, Seeking The Highest Paying DividEND Options May Not Always Be the Best Strategy to Maximise Your Total Return.

We Suggest A Total Return Approach Seeks to Hold A DIVERSIFIED PORTFOLIO AIMING At Maximising the Total Overall Return (I.E. Both Income and Growth) Rather than solely preferring income.

Bonds have two Main Benefits: PROVIDING Stable Income and Helping Cushion Returns Should Share Markets Fall.

Global Bonds Have Historial TENDED to Be LESS RISKY THAN Australian Bonds and May Improve Geographical Diversification.

A Popular Option as a Way to Add Diversification is to Buy Inflation Bonds, Which - As the name Suggests -Are Designed to Protect Against Rising.

They are are outding by the Australian Government to provides an income stream (all) and have their price indexed to information.

This meeting. Cost of goods rises, the price of the inflation bond will rise too (as will the counts). uring rising inflating (as was seen in the 1970s).

INFLATION BONDS HAVE TRADIONALLLLY LOWER CORRELATION to Stocks and Government Bonds and Can Help Retain Power By Matching Your LiabilitGuoabong Investment. IES that are indexed to inflation.

Corporate bonds are back by the big four Australian Banks, Offshore Financial Institutes and Other Leading Corporations.

They work like a Government bond, but with companies borrowing money from Investors. TheSe Types of Bonds Can PROVIDE Regular Income that can be more attractive this. OR TERM DEPOSITS and Can Help Cushion Share Market Bumps.