Select Thematic – Archived

Copia’s Select Thematic portfolio is our thematic and  factor based proposition. It has been created to complement our overall product portfolio proposition, offering an alternative choice within our wider range of portfolios. The fundamental belief supporting this portfolio is that superior long-term performance can be achieved by gaining exposure to themes and  factors  which are expected to drive performance over the long term. This portfolio has the flexibility to invest into a range of powerful macro-level trends including sustainable energy, cyber security, biotechnology, blockchain, as well as style specific investments.

KEY POINTS

KEY INFO

YOUR CLIENT USE OF CAPITAL

A portfolio that provides exposure to relevant themes in today’s world

OBJECTIVES

The objective of this portfolio is to maximise returns within very broad volatility constraints by investing in thematic and factor-based funds.

ASSET ALLOCATION

Strategic asset allocation biased toward global equities with tactical overlay. 

UNDERLYING SECURITIES

 Funds and ETFs

OPTIMISATION CONSTRAINTS

Min/Max Position, Turnover, Asset Range 

COPIA FEE

0.30%

COPIA'S INVESTMENT APPROACH

The Select Thematic Portfolio is managed consistently using Copia’s ‘actively passive’ investment approach:

1. Set portfolio objectives
The objective of this strategy is to maximise returns using a range of thematic funds and ETFs.

2. Focus on asset allocation
This portfolio focuses on strategic asset allocations to a range of investment themes. Depending on the theme, exposure can be taken through funds or ETFs.

3. Deliver smarter portfolio construction
The portfolio is diversified across a range of themes and factors, with differentiated underlying drivers of return.

REASONS TO CONSIDER FACTOR INVESTING

Reasons to consider thematic investing:

1. Innovative
It enables investing in innovative companies that are shaping global economy and society.

2. Intuitive investing: Clients are likely to come across these trends in everyday life, making it recognisable, easy to understand and relatable.

3. Diversification: Thematic investing typically works across multiple sectors and market capitalisations and enhances overall diversification alongside a market-cap based model portfolio.

4. Outperformance:
It has the potential to generate outperformance relative to a market capitalisation index

5. Reduce volatility:
It has the potential to reduce volatility alongside a market capitalisation based model portfolio

This strategy was previously known as the portfolio originally named ‘Enhanced Equity’ and then ‘Smart Beta’.

For more information about the Copia Select Thematic range speak to one of our relationship managers by calling 0345 850 8880 or emailing us at [email protected]

Copia Capital Management

Fleet House, 8-12 New Bridge Street, EC4V 6AL

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 Copia Capital

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