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 Portfolio
These are the assets in which we invest for our General Investing powered by StashAway 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. You can learn about our asset allocation framework.
Learn more about our General Investing by StashAway portfolios.
| ETF Name | Asset Class | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|---|
| Vanguard FTSE All-World ex-US ETF | Global Equities (Ex - US) | VEU US | Vanguard | 2007 | 0.07% |
| iShares Core Global Aggregate Bond UCITS ETF | Global Aggregate Bonds | AGGG LN | iShares | 2017 | 0.10% |
| iShares USD High Yield Corp 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% |
| iShares MSCI ACWI UCITS ETF | Global Equities | ISAC LN | iShares | 2011 | 0.20% |
| iShares MSCI Australia | Australia Equities | EWA US | iShares | 1996 | 0.47% |
| iShares MSCI Canada | Canada Equities | EWC US | iShares | 1996 | 0.47% |
| iShares MSCI Japan | Japan Equities | EWJ US | iShares | 1996 | 0.47% |
| iShares Core S&P Small-Cap | US Small-Cap Stocks | IJR US | iShares | 2000 | 0.07% |
| The Consumer Staples Select Sector SPDR® Fund | US Consumer Staples Stocks | XLP US | SPDR | 1998 | 0.13% |
| The Technology Select Sector SPDR® Fund | US Technology Stocks | XLK US | SPDR | 1998 | 0.13% |
| The Energy Select Sector SPDR® Fund | US Energy Stocks | XLE US | SPDR | 1998 | 0.13% |
| The Financial Select Sector SPDR® Fund | US Financial Stocks | XLF US | SPDR | 1998 | 0.13% |
| JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF | Fixed Income | BB3M LN | JP Morgan | 2021 | 0.07% |
| iShares International Treasury Bond ETF | Global Govt Bonds | IGOV US | iShares | 2009 | 0.35% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | Emerging Market Govt Bonds | EMB US | iShares | 2007 | 0.39% |
| iShares US Aggregate Bond UCITS ETF | Fixed Income | IUAG LN | iShares | 2011 | 0.25% |
| Vanguard Total International Bond ETF | International Aggregate Bonds | BNDX US | Vanguard | 2013 | 0.09% |
| iShares Floating Rate Bond ETF | Global Floating Rate Bonds (IG) | FLOT US | iShares | 2011 | 0.20% |
| Vanguard Real Estate ETF | US REITs | VNQ US | Vanguard | 1996 | 0.12% |
| Vanguard Global ex-U.S. Real Estate ETF | Global ex-US REITs | VNQI US | Vanguard | 2010 | 0.12% |
| SPDR Gold Shares | Precious Metals (Gold) | GLD US | SPDR | 2004 | 0.40% |
| SPDR® FTSE International Government Inflation-Protected Bond ETF | Global ex-US Inflation-linked Govt Bonds | WIP US | SPDR | 2008 | 0.50% |
| iShares $ TIPS UCITS ETF | Fixed Income | IDTP LN | iShares | 2006 | 0.10% |
| iShares Core S&P 500 ETF* | US Large-Cap Stocks (S&P 500) | IVV US | iShares | 2000 | 0.03% |
| Vanguard FTSE Europe ETF* | Europe Equities | VGK US | Vanguard | 2005 | 0.08% |
| iShares MSCI All Country Asia ex Japan ETF* | Asia Ex-Japan Equities | AAXJ US | iShares | 2008 | 0.69% |
| SPDR Portfolio Emerging Markets ETF* | Emerging Market Equities | SPEM US | SPDR | 2007 | 0.11% |
| Consumer Discretionary Select Sector SPDR Fund* | US Consumer Discretionary Stocks | XLY US | SPDR | 1998 | 0.10% |
| Communication Services Select Sector SPDR Fund* | US Communications Services Stocks | XLC US | SPDR | 2018 | 0.10% |
| Materials Select Sector SPDR Fund* | US Materials Stocks | XLB US | SPDR | 1998 | 0.10% |
| Health Care Select Sector SPDR Fund* | US Healthcare Stocks | XLV US | SPDR | 1998 | 0.10% |
| KraneShares CSI China Internet ETF* | China Technology Stocks | KWEB US | KraneShares | 2013 | 0.69% |
| iShares 1-3 Year Treasury Bond ETF* | US 1-3y Govt Bonds | SHY US | iShares | 2002 | 0.15% |
| Schwab Intermediate-Term U.S. Treasury ETF* | US 3-10y Govt Bonds | SCHR US | Schwab | 2010 | 0.03% |
| iShares 10-20 Year Treasury Bond ETF* | US 10-20y Govt Bonds | TLH US | iShares | 2007 | 0.15% |
| iShares $ Treasury Bond 20+yr UCITS ETF* | Fixed Income | IDTL LN | iShares | 2015 | 0.07% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF* | US Corporate Bonds (IG) | LQD US | iShares | 2002 | 0.14% |
| SPDR Bloomberg Convertible Securities ETF* | US Convertible Securities | CWB US | SPDR | 2009 | 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 MSCI Pacific ex Japan UCITS ETF | CPXJ LN | International Equities | 2010 | 0.20% |
| iShares Core S&P 500 UCITS ETF | CSPX LN | US Equities | 2010 | 0.07% |
| iShares MSCI USA UCITS ETF | CSUS LN | US Equities | 2010 | 0.33% |
| iShares MSCI USA ESG Enhanced UCITS ETF | EDMU SW | US Equities | 2019 | 0.07% |
| iShares Core MSCI Japan IMI UCITS ETF | IJPA LN | International Equities | 2009 | 0.15% |
| iShares MSCI Japan USD Hedged UCITS ETF | IJPD LN | International Equities | 2013 | 0.64% |
| iShares Core FTSE 100 UCITS USD Hedged ETF | ISFD LN | International Equities | 2017 | 0.20% |
| iShares S&P 500 IT Sector UCITS ETF | IUIT LN | US Equities | 2015 | 0.15% |
| iShares MSCI Canada UCITS ETF | CCAU LN | International Equities | 2010 | 0.48% |
| iShares Core MSCI EMU UCITS ETF USD | CEUU NA | International Equities | 2019 | 0.15% |
| iShares MSCI ACWI UCITS ETF | ISAC LN | International Equities | 2011 | 0.20% |
| iShares MSCI USA ESG Screened UCITS ETF | SASU LN | US Equities | 2018 | 0.07% |
| iShares MSCI China UCITS ETF | ICHN NA | International Equities | 2019 | 0.40% |
| iShares MSCI EM ex-China UCITS ETF | EXCH NA | International Equities | 2021 | 0.18% |
| iShares $ Treasury Bond 3-7yr UCITS ETF (Acc) | CBU7 LN | US Government Bonds | 2009 | 0.07% |
| iShares J.P. Morgan $ EM Corp Bond UCITS ETF | EMCR LN | International Corporate Bonds | 2012 | 0.50% |
| iShares $ Treasury Bond 7-10yr UCITS ETF | IDTM LN | US Government Bonds | 2006 | 0.07% |
| iShares $ Treasury Bond 20+yr UCITS ETF | IDTL LN | US Government Bonds | 2015 | 0.07% |
| iShares J.P. Morgan $ EM Bond UCITS ETF | IEMB LN | International Government Bonds | 2008 | 0.45% |
| iShares $ High Yield Corporate Bond UCITS ETF | IHYU LN | US High Yield Corp Bonds | 2011 | 0.50% |
| iShares US MBS UCITS ETF USD (Dist) | IMBS LN | Government Bonds | 2016 | 0.28% |
| iShares $ Corp Bond Interest Rate Hedged UCITS ETF | LQDH LN | Corporate Bonds | 2013 | 0.25% |
| iShares US Aggregate Bond UCITS ETF | IUAG LN | Fixed Income | 2011 | 0.25% |
| iShares $ Floating Rate Bond UCITS ETF* | FLOT LN | Corporate Bonds | 2017 | 0.10% |
| iShares Physical Gold ETC | IGLN LN | Commodities | 2011 | 0.12% |
| iShares $ TIPS UCITS ETF | IDTP LN | Government Bonds | 2006 | 0.10% |
| iShares Gold Producers UCITS ETF | IAUP LN | International Equities | 2011 | 0.55% |
These are the assets in which we invest for StashAway Simpleᵀᴹ
Learn about Stashaway Simple™.
| Mutual Fund Name | Ticker | Fund Manager | Inception | Expense Ratio |
|---|---|---|---|---|
| Emirates Islamic Money Market Fund (Jersey) Ltd | EISMMEI JY | Emirates NBD Fund Managers (Jersey) Ltd | 2010 | 0.38% |
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% |
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 |
|---|---|---|---|---|---|
| iShares MSCI ACWI UCITS ETF | Interrnational Equities | ISAC LN | iShares | 2011 | 0.20% |
| JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF | Fixed Income | BB3M LN | JP Morgan | 2021 | 0.07% |
| iShares J.P. Morgan USD EM Bond UCITS ETF | Emerging Market Bonds | IEMB LN | iShares | 2008 | 0.45% |
| iShares USD High Yield Corp Bond UCITS ETF | US High Yield Corp Bonds | IHYU LN | iShares | 2011 | 0.50% |
| SPDR Gold Trust | Gold | GLD US | SPDR | 2004 | 0.04% |
| 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% |
| Lyxor Net Zero 2050 S&P 500 Cl | Equity Sectors (US) | PABU LN | Amundi | 2020 | 0.07% |
| iShares MSCI Australia ETF | International Equities | EWA US | iShares | 1996 | 0.50% |
| iShares MSCI Canada ETF | International Equities | EMC US | iShares | 1996 | 0.50% |
| JPMorgan BetaBuilders Japan ETF | International Equities | BBJP US | JPMorgan | 2018 | 0.19% |
| iShares Inc iShares ESG Aware EM | International Equities | ESGE US | iShares | 2016 | 0.25% |
| iShares ESG Aware MSCI USA Small-Cap | Equity Sectors (US) | ESML US | iShares | 2018 | 0.17% |
| Technology Select Sector SPDR | Equity Sectors (US) | XLK US | SPDR | 1998 | 0.12% |
| iShares 0-3 Month Treasury Bond | Government Bond | SGOV US | iShares | 2020 | 0.07% |
| iShares International Treasury | Government Bond | IGOV US | iShares | 2009 | 0.35% |
| Inspire Corporate Bond Impact | Fixed Income | IBD US | Inspire | 2017 | 0.58% |
| iShares Floating Rate Bond ETF | Corporate Bond | FLOT US | iShares | 2011 | 0.15% |
| 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% |
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