StashAway’s ETF Fund Investment Selection
14 September 2023
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Overview of StashAway Portfolios
General Investing and Goal-based Investing Portfolios
General Investing powered by BlackRock® Portfolios
Responsible Investing Portfolios
These are the assets in which we invest for our General Investing and Goal-based Investing portfolios
The below ETFs are currently included in our investment universe. Those marked with an asterisks (*) are funds that our portfolios are currently not invested in, but may be included within the next reoptimisation. You can learn about our asset allocation framework.
Learn about our General Investing by StashAway Portfolio.
| ETF Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| The Industrial Select Sector SPDR® Fund | US Equities - Industrials | XLI US | SPDR | 1998 | 0.08% |
| The Consumer Staples Select Sector SPDR® Fund | US Equities - Consumer Staples | XLP US | SPDR | 1998 | 0.13% |
| Health Care Select Sector SPDR Fund | US Equities - Healthcare | XLV US | SPDR | 1998 | 0.10% |
| Consumer Discretionary Select Sector SPDR Fund | US Equities - Consumer Discretionary | XLY US | SPDR | 1998 | 0.10% |
| Invesco Aerospace & Defense ETF | US Equities - Aerospace & Defense | PPA US | Invesco | 2005 | 0.57% |
| The Energy Select Sector SPDR® Fund | US Equities - Energy | XLE US | SPDR | 1998 | 0.13% |
| The Technology Select Sector SPDR® Fund | US Equities - Technology | XLK US | SPDR | 1998 | 0.13% |
| iShares Core S&P 500 ETF | US Equities - S&P 500 | IVV US | iShares | 2000 | 0.03% |
| Invesco S&P 500® Equal Weight ETF | US Equities - S&P 500 Equal Weight | RSP US | Invesco | 2003 | 0.20% |
| SPDR Portfolio Emerging Markets ETF | Global Equities - Emerging Markets | SPEM US | SPDR | 2007 | 0.11% |
| iShares MSCI India ETF | Global Equities - India | INDA US | iShares | 2012 | 0.62% |
| iShares MSCI ACWI UCITS ETF | Global Equities - International Market | ISAC LN | iShares | 2011 | 0.20% |
| Vanguard FTSE All-World ex-US ETF | Global Equities - Ex-US Large-cap | VEU US | Vanguard | 2007 | 0.07% |
| JPMorgan BetaBuilders Japan ETF | Global Equities - Japan | BBJP US | JPMorgan | 2018 | 0.19% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | Government Bonds - Emerging Markets | EMB US | iShares | 2007 | 0.39% |
| iShares Global Govt Bond UCITS ETF | Government Bonds - G7 Local Currency | IGLO LN | iShares | 2009 | 0.20% |
| iShares $ TIPS UCITS ETF | Government Bonds - US Inflation-linked | IDTP LN | iShares | 2006 | 0.10% |
| SPDR® FTSE International Government Inflation-Protected Bond ETF | Government Bonds - Ex-US Inflation-linked | WIP US | SPDR | 2008 | 0.50% |
| iShares USD High Yield Corp Bond UCITS ETF | Corporate Bonds - Global High Yield | IHYU LN | iShares | 2011 | 0.50% |
| iShares Global High Yield Corp Bond UCITS ETF | Corporate Bonds - Developed Market High Yield | HYLD LN | iShares | 2012 | 0.50% |
| iShares Core Global Aggregate Bond UCITS ETF | Aggregate Bonds - Global Investment-grade Local Currency | AGGG LN | iShares | 2017 | 0.10% |
| Vanguard Total International Bond ETF | Aggregate Bonds - Ex-US Investment-grade USD-hedged | BNDX US | Vanguard | 2013 | 0.09% |
| JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF | Cash Equivalents - US 0-3M Treasury Bills | BB3M LN | JP Morgan | 2021 | 0.07% |
| SPDR Gold Shares | Commodities - Precious Metals (Gold) | GLD US | SPDR | 2004 | 0.40% |
These are the assets in which we invest for our General Investing powered by BlackRock® portfolios
The below ETFs are included in our investment universe. Those marked with an asterisks (*) are funds that our portfolios are currently not invested in, but may be included within the next reoptimisation.
Learn more about our BlackRock®-powered portfolios.
| Name | Ticker | Asset Class | Inception | Expense Ratio |
|---|---|---|---|---|
| iShares Core S&P 500 UCITS ETF | CSPX LN | US Equities - S&P500 | 2010 | 0.07% |
| iShares MSCI USA UCITS ETF | CSUS LN | US Equities - Large Cap | 2010 | 0.33% |
| iShares S&P 500 IT Sector UCITS ETF | IUIT LN | US Equities - Information Technology | 2015 | 0.15% |
| iShares MSCI USA ESG Enhanced UCITS ETF | EDMU SW | US Equities - ESG Enhanced | 2019 | 0.07% |
| iShares MSCI USA ESG Screened UCITS ETF | SASU LN | US Equities - ESG Screened | 2018 | 0.07% |
| iShares Core MSCI Pacific ex Japan UCITS ETF | CPXJ LN | Global Equities - Asia ex-Japan | 2010 | 0.20% |
| iShares Core MSCI Japan IMI UCITS ETF | IJPA LN | Global Equities - Japan | 2009 | 0.15% |
| iShares MSCI Japan USD Hedged UCITS ETF | IJPD LN | Global Equities - Japan hedged | 2013 | 0.64% |
| iShares Core FTSE 100 UCITS USD Hedged ETF | ISFD LN | Global Equities - UK | 2017 | 0.20% |
| iShares MSCI Canada UCITS ETF | CCAU LN | Global Equities - Canada | 2010 | 0.48% |
| iShares Core MSCI EMU UCITS ETF USD | CEUU NA | Global Equities - Eurozone | 2019 | 0.15% |
| iShares MSCI ACWI UCITS ETF | ISAC LN | Global Equities - International Market | 2011 | 0.20% |
| iShares MSCI China UCITS ETF | ICHN NA | Global Equities - China | 2019 | 0.40% |
| iShares MSCI EM ex-China UCITS ETF | EXCH NA | Global Equities - Emerging Markets ex-China | 2021 | 0.18% |
| iShares Gold Producers UCITS ETF | IAUP LN | Global Equities - Gold producers | 2011 | 0.55% |
| iShares $ Treasury Bond 3-7yr UCITS ETF (Acc) | CBU7 LN | Government Bonds - US 3-7Y Treasuries | 2009 | 0.07% |
| iShares $ Treasury Bond 20+yr UCITS ETF | IDTL LN | Government Bonds - US 20Y+ Treasuries | 2015 | 0.07% |
| iShares $ Treasury Bond 7-10yr UCITS ETF | IDTM LN | Government Bonds - US 7-10Y Treasuries | 2006 | 0.07% |
| iShares J.P. Morgan $ EM Bond UCITS ETF | IEMB LN | Government Bonds - Emerging Markets USD | 2008 | 0.45% |
| iShares US MBS UCITS ETF USD (Dist) | IMBS LN | Government Bonds - Mortgage-backed Securities | 2016 | 0.28% |
| iShares $ TIPS UCITS ETF | IDTP LN | Government Bonds - US Inflation-linked | 2006 | 0.10% |
| iShares US Aggregate Bond UCITS ETF | IUAG LN | Aggregate Bonds - US Investment-grade USD | 2011 | 0.25% |
| iShares J.P. Morgan $ EM Corp Bond UCITS ETF | EMCR LN | Corporate Bonds - Emerging Markets USD | 2012 | 0.50% |
| iShares $ High Yield Corporate Bond UCITS ETF | IHYU LN | Corporate Bonds - Global High Yield USD | 2011 | 0.50% |
| iShares $ Corp Bond Interest Rate Hedged UCITS ETF | LQDH LN | Corporate Bonds - Global Investment-grade Interest Rate Hedged USD | 2013 | 0.25% |
| iShares Physical Gold ETC | IGLN LN | Commodities - Precious Metals (Gold) | 2011 | 0.12% |
These are the assets in which we invest for our DRB portfolios
| ETF Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| iShares Healthcare Innovation UCITS ETF | Equity Sectors (US) | DRDR | iShares | 2016 | 0.40% |
| iShares Core MSCI EM IMI UCITS ETF | International Equities | EMIM | iShares | 2014 | 0.18% |
| iShares USD Treasury Bond 7-10yr UCITS ETF | Government Bonds | IBTM | iShares | 2006 | 0.07% |
| iShares USD Treasury Bond 1-3yr UCITS ETF | Government Bonds | IBTS | iShares | 2006 | 0.07% |
| iShares Global Infrastructure UCITS ETF | Alternatives | INFR | iShares | 2006 | 0.65% |
| iShares MSCI USA Islamic UCITS ETF | International Equities | ISUS | iShares | 2007 | 0.50% |
| iShares MSCI World Islamic UCITS ETF | International Equities | ISWD | iShares | 2007 | 0.60% |
| iShares Physical Gold | Commodities | SGLN | iShares | 2011 | 0.12% |
| iShares $ TIPS UCITS ETF | US Treasury Inflation-Linked Government Bonds | ITPS | iShares | 2006 | 0.10% |
| iShares Core MSCI Japan IMI UCITS ETF | Global Equities | SJPA LN | iShares | 2009 | 0.12% |
| iShares GBP Ultrashort Bond UCITS ETF | Government Bonds | ERNS LN | iShares | 2013 | 0.09% |
| iShares J.P. Morgan $ EM Bond UCITS ETF | Government Bonds | SEMB LN | iShares | 2008 | 0.45% |
| iShares USD Corp Bond UCITS ETF | Corporate Bonds | LQDE LN | iShares | 2003 | 0.20% |
These are the assets in which we invest for our Responsible Investing Portfolio
Learn about our Responsible Investing Portfolio.
| ETF Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| Lyxor MSCI Future Mobility ESG | International Equities | MOBI LN | Amundi | 2020 | 0.45% |
| iShares Trust - iShares MSCI K | Equity Sectors (US) | DSI US | iShares | 2006 | 0.25% |
| iShares Inc iShares ESG Aware EM | International Equities | ESGE US | JPMorgan | 2018 | 0.19% |
| Technology Select Sector SPDR | Equity Sectors (US) | XLK US | SPDR | 1998 | 0.12% |
| iShares Global Green Bond ETF | Green Bond | BGRN US | iShares | 2018 | 0.20% |
| iShares $ TIPS UCITS ETF | Fixed Income | IDTP LN | iShares | 2006 | 0.10% |
| Health Care Select Sector SPDR Fund | US Healthcare Stocks | XLV US | SPDR | 1998 | 0.10% |
| Invesco S&P 500® Equal Weight ETF | US Equities | RSP US | Invesco | 2003 | 0.20% |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 1C | Global Equities | XMAW SW | Xtracker | 2014 | 0.25% |
| iShares MSCI Japan | Japan Equities | EWJ US | iShares | 1996 | 0.47% |
| iShares MSCI India ETF | Global Equities | INDA US | iShares | 2012 | 0.65% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | Emerging Market Govt Bonds | EMB US | iShares | 2007 | 0.39% |
| SPDR® FTSE International Government Inflation-Protected Bond ETF | Global ex-US Inflation-linked Govt Bonds | WIP US | SPDR | 2008 | 0.50% |
| iShares Global Govt Bond UCITS ETF | Government Bonds | IGLO LN | iShares | 2009 | 0.20% |
| iShares $ High Yield Corporate Bond UCITS ETF | US High Yield Corp Bonds | IHYU LN | iShares | 2011 | 0.50% |
| iShares Global High Yield Corp Bond UCITS ETF | Global High Yield Corp Bonds | HYLD LN | iShares | 2012 | 0.50% |
| Vanguard Total International Bond ETF | Global Aggregate Bonds | BNDX US | Vanguard | 2013 | 0.07% |
| JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF | Fixed Income | BB3M LN | JP Morgan | 2021 | 0.07% |
| SPDR Gold Shares | Precious Metals (Gold) | GLD US | SPDR | 2004 | 0.40% |
These are the assets in which we invest for StashAway Simpleᵀᴹ
Learn about StashAway Simple™.
| Fund Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| Eastspring Investments Islamic Income Fund | Money market fund | PRUISIR | Eastspring Investments Berhad | 2021 | 0.29% |
These are the assets in which we invest for our Thematic Portfolios
Learn about our Thematic Portfolios.
Technology Enablers
| ETF Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| VanEck Vectors Semiconductor | Semiconductors | SMH US | VanEck | 2011 | 0.35% |
| First Trust Cloud Computing | Cloud Computing | SKYY US | First Trust | 2011 | 0.60% |
| Global X Robotics & Artificial Intelligence | Robotics | BOTZ US | Global X | 2016 | 0.68% |
| iShares Expanded Tech-Software Sector ETF | Software | IGV US | iShares | 2001 | 0.41% |
| First Trust NASDAQ Cybersecurity ETF | Cybersecurity | CIBR US | First Trust | 2015 | 0.59% |
| Xtrackers Artificial Intelligence & Big Data UCITS ETF | Artificial Intelligence | XAIX SW | Xtrackers | 2019 | 0.35% |
| Invesco CoinShares Global Blockchain UCITS ETF | Blockchain | BCHN LN | Invesco | 2019 | 0.65% |
| JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF | Fixed Income | BB3M LN | JP Morgan | 2021 | 0.07% |
Future of Consumer Tech
| ETF Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| Global X FinTech ETF | Fintech | FINX US | Global X | 2016 | 0.68% |
| VanEck Vectors Video Gaming and eSports | Gaming and eSports | ESPO US | VanEck | 2018 | 0.55% |
| First Trust Dow Jones Internet Index Fund | Internet | FDN US | First Trust | 2006 | 0.51% |
| Xtrackers Future Mobility UCITS ETF | Future mobility | XMOV SW | Xtrackers | 2019 | 0.35% |
| JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF | Fixed Income | BB3M LN | JP Morgan | 2021 | 0.07% |
Healthcare Innovation
| ETF Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| iShares U.S. Medical Devices ETF | Medical Devices | IHI US | iShares | 2006 | 0.41% |
| iShares Biotechnology ETF | Biotechnology | IBB US | iShares | 2001 | 0.45% |
| VanEck Vectors Pharmaceutical | Pharmaceuticals | PPH US | VanEck | 2011 | 0.35% |
| SPDR® S&P® Biotech ETF | Biotechnology | XBI US | State Street | 2006 | 0.35% |
| JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF | Fixed Income | BB3M LN | JP Morgan | 2021 | 0.07% |
Environment and Cleantech
| ETF Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| iShares Global Clean Energy ETF | Clean Energy | ICLN US | iShares | 2008 | 0.42% |
| First Trust NASDAQ Clean Edge ETF | Energy Storage and Smart Grids | GRID US | First Trust | 2007 | 0.60% |
| First Trust Water ETF | Clean Water | FIW US | First Trust | 2007 | 0.54% |
| Global X Uranium ETF | Uranium | URA US | Global X | 2011 | 0.69% |
| Xtrackers Future Mobility UCITS ETF | Future mobility | XMOV SW | Xtrackers | 2019 | 0.35% |
| JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF | Fixed Income | BB3M LN | JP Morgan | 2021 | 0.07% |
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