In addition to our Core portfolio, OneVest offers thematic investing portfolios.
While our Core portfolio is designed to be great at any risk level, thematic portfolios allow you to invest your money in themes and trends that interest you or matter personally.
What portfolios can I choose from?
Right now, you can choose to invest in:
- Core Portfolio: a diversified portfolio that aims to generate the highest return for your risk level.
- Climate: a portfolio that aims to make a positive environmental impact while generating the highest return for your risk level.
- Disruption & Innovation: a portfolio that aims to expose you to secular mega-trends while generating the highest return for your risk level.
How do I change my portfolio?
Login to your app, and select the Portfolio you wish to update. Towards the bottom of this view, you'll be able to see which Portfolio you're currently invested in.
Tap on that tile to learn more about your current Portfolio, or tap "Change portfolio theme" to see others that are available to you.
Note: Not all thematic portfolios may be available across all risk levels. This view will show you those portfolios that are available to you.
Once you've chosen a portfolio, you can tap on it, and tap Continue.
Based on your risk level, you'll then see the asset class breakdown for your chosen portfolio. You can then tap "Apply this theme" to proceed.
You'll be asked to confirm an updated Investment Policy Statement. Likewise, if you're changing an invested portfolio, these will be sold and new holdings bought. Depending on your account type, this can incur capital gains or losses.
Your portfolio should then update over the next 2-4 business days and funds will be automatically invested against your new chosen portfolio.