Moneyfarm has today announced the launch of its thematic investing portfolios
IN BRIEF:
- The portfolios allow clients to invest in companies with revenues that are tied to social-economic megatrends
- Investors will have the opportunity to choose between three distinct investment solutions: Technology and Innovation, Demographic and Social Shifts, and Sustainability. A fourth portfolio will also be available which is "multi-trend".
- Investors with a minimum of £10,000 invested with Moneyfarm will have the option to allocate a proportion to these portfolios
What does this mean?
Giovanni Daprà, Co-Founder and Chief Executive Officer said: “At Moneyfarm, we believe that how people invest, and how they control their investments, play an important role in making the world better. During our conversations with clients, we hear time and again requests for Moneyfarm to offer solutions that allow them more say in what industries they support. “With the core-satellite approach to thematic investing strategies, Moneyfarm will empower clients to actively allocate part of their portfolio to select themes and stories that resonate with their worldview. Our priority, of course, is risk management - to ensure clients can aim at high yield returns over the long-term, while at the same time avoiding undue risk and volatility. We are doing this by offering only a capped proportion of their investments to be exposed to thematic investing.”
