With OneVest’s Disruption & Innovation Portfolio, you have an opportunity to benefit from high-growth investment opportunities beyond those found in traditional sectors.
Utilizing an investment strategy known as Thematic Investing, we seek to invest in the future and future changes - capturing long-term macro trends that enable the proliferation of disruptive and innovative companies.
What asset classes are included?
With OneVest's Disruption & Innovation Portfolio, you have access to a diversified portfolio of asset classes and investment strategies, depending on your risk and return level.
Not familiar with all these types of assets? We've included information on each asset class type below:
|AI & Robotics||Companies involved in the development of computer programs that automate human tasks and thought processes to increase efficiency and reduce human error.|
|Cloud Computing||Companies involved in the delivery and accessibility of various data and services through the internet. Compared to traditional (local) computing, cloud computing brings cost savings as well as increased performance, efficiency, and security.|
|Cybersecurity||Companies involved in protecting systems, networks, and programs from digital attacks. As data is now considered the world’s most valuable and vulnerable resource, maintaining its confidentiality and security is of utmost importance.|
|eSports||Companies involved in the world of competitive organized video gaming, a fast-growing market that’s quickly rivaling traditional physical sports and with global viewership that’s already surpassed many professional sports leagues.|
|E-Commerce||Companies involved in the buying and selling of goods or services via the internet, and using technology to digitally transfer money and data to facilitate the transactions. With more than 1 in 4 users worldwide and growing, e-commerce has become an integral part of how we consume.|
|Fintech||Companies involved in financial technology that seek to automate, democratize, and improve the delivery and use of traditional financial services such as banking, investing, lending, payments, and wealth management.|
|Market Neutral Equity||An investment strategy that seeks to generate consistent positive returns regardless of the direction of the stock market.|
|Blockchain Technology||Companies involved in digital decentralized ledgers, the foundational technology behind Web3, digital assets such as cryptocurrencies and non-fungible tokens (NFTs), as well as the emerging network of 3D virtual worlds known as the metaverse.|
|Future Mobility||Companies involved in the technological pursuit of more convenient, personalized, safer, and environmentally-friendly travel. These companies are innovating to meet the rising demands of transportation, the increase in urbanization, and the shift to a sustainable future.|
|Digital Health||Companies involved in the use of technology to manage health risks, illnesses, and promote wellness. Innovations within this domain will make healthcare more accessible, personalized, and precise.|
|Bioengineering, Genomics & Immunology||Companies involved in the research and development of new methods, devices, and medications that aim to combat future diseases, infections, and other potential health conditions.|
|5G||Companies involved in the fifth generation of cellular networks, enabling a new kind of network that connects virtually everyone and everything together. 5G demonstrates speeds of up to 100x faster than its predecessor, 4G.|
|Event-Driven||An investment strategy that seeks to profit from defined catalysts that are typically major corporate events such as bankruptcies, mergers, and acquisitions, restructurings, spinoffs, or takeovers.|
|Canadian Dollars||Canadian dollar currency.|
What are the target allocations of asset classes for each risk & return level?
Whether you've signed up already and want to learn more about your asset class holdings, or are curious about learning more - we've included them below:
Last updated: March 2022
Please note - due to the nature of the portfolio, our Disruption & Innovation Portfolio is only available to those portfolios suited for Medium Risk and higher.
|Medium Risk||High Risk||Very High Risk|
|Target Asset Class Allocation|
|AI & Robotics||6%||6%||7%|
|Market Neutral Equity||34%||25%||0%|
|Bioengineering, Genomics & Immunology||3%||4%||6%|
Your capital is at risk with any type of investment. The value of your portfolio with OneVest can increase or decrease. Past performance is no guarantee of future results. Please read our investment risk disclosure for more information.