Nutmeg Theme Portfolio

Investment Manager's new themed portfolio, where Nutmeg clients are able to invest directly into future trends and themes。

Nutmeg will provide investors with a portfolio covering three main themes: technological innovation, resource transformation and the changing consumer.。

These new thematic portfolios are designed as long-term investment strategies and will invest in companies that are likely to benefit from trends such as the growth and adoption of artificial intelligence, the shift to renewable energy, the move away from fossil fuels, and demographic changes.。

Theme Portfolio Selection

Nutmeg will use its research and technical capabilities to select and manage relevant investments in these thematic portfolios while diversifying investment risk and avoiding risk concentration。

Clients who open thematic portfolios will see their investments "tilted" towards their chosen theme, which will be up to 20% of their portfolio equity investments。

The portfolio will be actively managed by Nutmeg on behalf of the client and subject to annual review.。

Additional Risk

The new thematic portfolio will not be open to all Nutmeg clients, and only those who can afford the Company's Level 5 risk will be able to invest in thematic funds, all due to the high proportion of equity investments in thematic funds, the low proportion of bond investments, and the foreign exchange risk involved in investing in overseas markets, especially the U.S. dollar.。

Nutmeg has a low risk rating, from 1 to 4, and typically has a high bond holding ratio and seeks to minimize foreign exchange risk in the portfolio。

The new thematic portfolio is available to ISA and Junior ISA holders, with minimum investments of £500 and £100 respectively, and Nutmeg will charge 0 per annum..75% of management fees。

However, the new portfolio will not include any environmental, social and corporate governance factors, although given the nature of the broad themes themselves, it is likely that there will be some cross-cutting。

Nutmeg's new themed portfolio allows for diversification to capture trends that will undoubtedly play an important role in the future。

Retail investors can accept a higher percentage of equity investments, and they may prefer to use Nutmeg's investment and money management expertise to build and manage their portfolios for them。

Actually, 0 per year..75% of fees are not high for discretionary services。