Our chosen ETFs

With a Stockspot portfolio, you'll invest in low-fee Exchange Traded Funds (ETFs) across various assets. The investment choices within each portfolio are constantly reviewed to ensure proper diversification and the best possible return.

Stockspot clients can choose a Model Portfolio or a Sustainable Portfolio. We outline the ETFs within each portfolio type below.

Clients with balances above $50,000 can utilise Stockspot Themes. Themes allow you to add extra assets, countries or market sectors to your portfolio.

Stockspot Model Portfolios

Australian shares	Selected ETF VAS - Vanguard Australian Shares Index ETF (fee: 0.07%) Second choice STW - SPDR S&P/ASX 200 Fund (fee: 0.13%) VAS tracks the S&P/ASX 300 Index, offering greater diversification benefits than STW which tracks the S&P/ASX 200. VAS is the largest index ETF in the Australian market with a lower expense ratio, greater liquidity and better long term returns
Global shares	Selected ETF IOO - iShares Global 100 ETF (fee: 0.40%) Second choice VGS - Vanguard MSCI Index International Shares ETF (fee: 0.18%) While VGS has a lower expense ratio, IOO has higher liquidity and a longer listed track record.
Emerging markets	Selected ETF IEM - iShares MSCI Emerging Markets ETF (fee: 0.69%) Second choice VGE - Vanguard FTSE Emerging Markets Shares ETF (fee: 0.48%) While VGE has a lower expense ratio, IEM has higher liquidity and a longer listed track record. IEM offers exposure to over 800 emerging market shares and includes countries such as South Korea.
Bonds	Selected ETF IAF - iShares Core Composite Bond ETF (fee: 0.10%) Second choice  VAF - Vanguard Australian Fixed Interest Index ETF (fee: 0.15%) Both ETFs have a similar expense ratio and offer similar diversification benefits across Commonwealth and investment-grade corporate bonds. IAF was chosen because of its higher liquidity, larger size, lower cost and longer listed track record.
Gold	Selected ETF GOLD - Global X Physical Gold (fee: 0.40%) Second choice QAU - BetaShares Gold Bullion ETF - AU$ Hedged (fee: 0.59%) GOLD has a lower expense ratio and higher liquidity. We also prefer unhedged gold compared to the hedged version as a diversifier in our portfolios since it provides better protection against domestic currency debasement and a weak Australian economy.

Stockspot Sustainable

Stockspot Sustainable Portfolios let you invest in a broad range of companies that have been screened based on environmental, social and governance (ESG) factors to create a more sustainable future.

Our Sustainable Portfolios also contain defensive assets through the iShares Core Composite Bond ETF (IAF) and Global X Physical Gold ETF (GOLD). These ETFs are included in the Stockspot Model Portfolios as well.

Sustainable Australian shares

Selected ETF FAIR - BetaShares Australian Sustainability Leaders ETF (fee: 0.49%) Although higher cost, FAIR has the biggest size, largest liquidity, and long term track record with a robust sustainable screening process.

Sustainable global shares

Selected ETF ETHI - BetaShares Global Sustainability Leaders ETF (fee: 0.59%) ESGI - Vaneck Vectors MSCI International Sustainable Equity ETF (fee: 0.55%) As there is currently no available sustainable emerging markets ETF in Australia, the Stockspot Sustainable Portfolios use a blend of ETHI and ESGI to provide exposure to global sustainable companies that focus on climate leaders and those with ESG characteristics.

Stockspot Themes

Stockspot Themes can be utilized for clients with balances above $50,000. Clients can choose to add certain extra assets, countries or market sectors.

Australian shares	Australian property VAP - Vanguard Australian Property Securities Index ETF (fee: 0.23%) Australian dividend shares VHY - Vanguard Australian Shares High Yield ETF (fee: 0.25%) Australian large companies SFY - SPDR S&P/ASX 50 Fund (fee: 0.20%) Australian small companies VSO - Vanguard MSCI Australian Small Companies Index ETF (fee: 0.30%) Australian socially responsible shares RARI - Russell Australian Responsible Investment ETF (fee: 0.45%)
Global shares	US shares IVV - iShares Core S&P 500 ETF (fee: 0.04%) Global (non-US) shares VEU - Vanguard All-World ex-US Shares Index ETF (fee: 0.08%) European shares IEU - iShares Europe ETF (fee: 0.59%) Japanese shares IJP - iShares MSCI Japan ETF (fee: 0.49%) Chinese shares IZZ - iShares China Large-Cap ETF (fee: 0.74%) Asian large companies IAA - iShares Asia 50 ETF (fee: 0.50%)
Global sectors	U.S. technology NDQ - BetaShares NASDAQ 100 ETF (fee: 0.48%) Asia technology ASIA - BetaShares Asia Technology Tigers ETF (fee: 0.67%) Global healthcare IXJ - iShares S&P Global Healthcare ETF (fee: 0.47%) Global gold miners GDX - VanEck Vectors Gold Miners ETF (fee: 0.53%) Global consumer staples IXI - iShares S&P Global Consumer Staples ETF (fee: 0.46%) Global infrastructure IFRA - VanEck Vectors FTSE Global Infrastructure (Hedged) ETF (fee: 0.20%) Global property REIT - VanEck Vectors FTSE International Property (Hedged) ETF (fee: 0.20%)
Bonds (Fixed Income)	High interest cash AAA - BetaShares Australian High Interest Cash ETF (fee: 0.18%) International bonds VIF - Vanguard International Fixed Interest Index (Hedged) ETF (fee: 0.20%) Australian corporate bonds VACF - Vanguard Australian Corporate Fixed Interest Index ETF (fee: 0.26%) Australian inflation bonds ILB - iShares Government Inflation ETF (fee: 0.18%)

For a full comparison of the ETF market in Australia, download our free Australian ETF Report.

 

 

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