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 but not limited to sustainable energy, cyber security, biotechnology, as well as style specific investments.

KEY POINTS

KEY INFO

YOUR CLIENT USE OF CAPITAL

A portfolio that provides exposure to relevant themes and factors 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

Copia Screened ETFs and index tracking funds

OPTIMISATION CONSTRAINTS

Min/Max Position, Turnover, Asset Range 

COPIA FEE

0.30%

COPIA'S INVESTMENT APPROACH

The Select Thematic Portfolios are managed consistently using Copia’s scientific investment approach:

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

2. Focus on asset allocation
This portfolio focuses on strategic asset allocations to a range of investment themes and factors. Depending on the theme or factor, 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 Thematic INVESTING

Thematic investing is a form of investment which aims to identify macro-level trends, and the underlying investments that stand to benefit from the materialisation of those trends.

1. Innovative
It enables investing in innovative companies that are shaping our 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 relative to a market-cap based model portfolio.

REASONS TO CONSIDER FACTOR
INVESTING

Factors are the foundation of investing—broad, persistent drivers of returns across asset classes. Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors: macroeconomic and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

1. Outperformance:
It has the potential of generating outperformance relative to a market capitalisation index

2. Reduce volatility:
It has the potential to reduce volatility relative to a market capitalisation index

3. Diversification: It has the potential of increasing diversification relative to a market capitalisation index

Outcome analysis as of 31 December 2021

Select Thematic - Outcome Cumulative Return-31122021

For illustration only.

Returns based on Total return, assuming income is re-invested immediately and rebalanced on due dates.

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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