Thematic Investing.
Take your investing to the next level. Add Moneyfarm’s growth themes to your portfolio to invest in the megatrends changing our world.
Let's get startedThematic Investing.
Take your investing to the next level. Add Moneyfarm’s growth themes to your portfolio to invest in the megatrends changing our world.
Let's get startedUnlock the power of Thematic Investing.
Unlock the power of Thematic Investing.
Invest in high growth areas
With Moneyfarm growth themes, you can gain exposure to the innovations, stories and megatrends that are shaping our future.
Strategise with confidence
Stay confident knowing that your portfolio’s investments are balanced with your selected themes and you maintain a level of risk that is right for you.
Customise your portfolio
With your pick of Moneyfarm growth themes, you can align your investments with your own priorities and values.
Our growth themes.
Our growth themes.
Choose from our range of expertly-built growth themes to add to your portfolio
Choose from our range of expertly-built growth themes to add to your portfolio
Technology
Target breakthrough technology and disruptive innovation. Invest in sectors including:
- Semiconductors
- E-commerce
- Electric vehicles
- Clean energy
- Artificial intelligence
Sustainability
Help secure a more sustainable world for future generations. Invest in sectors including:
- Circular economy
- Clean energy
- Blue economy
- Clean water
Society
Focus on the impact of changes in society and our shifting demographics. Invest in sectors including:
- E-commerce
- Esports
- Global infrastructure
- Gender equality
Multi-trend
Diversify your thematic investing across all Moneyfarm growth themes. Invest in sectors including:
- E-commerce
- Semiconductors
- Global infrastructure
- Circular economy
Pricing.
Pricing.
If you invest £15,000 in an active managed globally diversified portfolio with themes, you’ll pay:
If you invest £15,000 in an active managed globally diversified portfolio with themes, you’ll pay:
Fee | Annual % | Annual % |
---|---|---|
Moneyfarm fee | 0.70% | £105.00 |
Underlying fund fee (weighted average between core/satellite thematics funds) | Up to 0.26% | £39.00 |
Market spread* | 0.10% | £15.00 |
Total | 1.05% | £159.00 |
Fee | Annual % | Annual % |
---|---|---|
Moneyfarm fee | 0.70% | £105.00 |
Underlying fund fee (weighted average between core/satellite thematics funds) | Up to 0.26% | £39.00 |
Market spread* | 0.10% | £15.00 |
Total | 1.05% | £159.00 |
The example above is based on an investment of £15,000 (learn more about the fees and costs for active management).
*The market spread effect also impacts your investments. This is a characteristic of trading on the financial markets and represents the difference between bid and ask (buying and selling) prices for an investment at a specific time. This can be 0.10% at Moneyfarm (assuming the average between our Classic and ESG allocations, we sell 40% of the assets in your portfolio and replace them with new assets during the year), but you'll always see the real price you buy and sell assets at.
Getting started is easy.
Getting started is easy.
Answer a few simple questions
Discover your perfect portfolio
Invest according to your goals
Answer a few simple questions
Discover your perfect portfolio
Invest according to your goals
What is Thematic Investing?
What is Thematic Investing?
Put simply, Thematic Investing is a way for you to invest in the long-term trends, innovations and stories that are shaping our future and transforming the way we live.
Our expertly-built growth themes focus on companies providing solutions to global challenges, aiming to deliver better outcomes not just for investors, but for everyone.
You get more choice over how your money is invested, allowing you to build a risk-managed portfolio that is more aligned with your preferences, goals and values.
What’s more, you’ll get access to ETFs from some of the best fund managers in the world, so you can feel confident you’re targeting growth like a seasoned pro.
Put simply, Thematic Investing is a way for you to invest in the long-term trends, innovations and stories that are shaping our future and transforming the way we live.
Our expertly-built growth themes focus on companies providing solutions to global challenges, aiming to deliver better outcomes not just for investors, but for everyone.
You get more choice over how your money is invested, allowing you to build a risk-managed portfolio that is more aligned with your preferences, goals and values.
What’s more, you’ll get access to ETFs from some of the best fund managers in the world, so you can feel confident you’re targeting growth like a seasoned pro.
Core-satellite: a unique approach.
Core-satellite: a unique approach.
How it works
With the core-satellite approach, your portfolio is divided into two parts: the "core" and the "satellite". The core – or what we call your base portfolio – is made up of low-cost, broad-based ETFs.
The satellite part of your portfolio is then made up of your choice of Moneyfarm growth themes – investments in high-growth areas that align with broader long-term megatrends.
With the core-satellite approach, your thematic portfolio is actively managed, so you can be confident your investments remain diversified and are performing their best at all times.
How it works
With the core-satellite approach, your portfolio is divided into two parts: the "core" and the "satellite". The core – or what we call your base portfolio – is made up of low-cost, broad-based ETFs.
The satellite part of your portfolio is then made up of your choice of Moneyfarm growth themes – investments in high-growth areas that align with broader long-term megatrends.
With the core-satellite approach, your thematic portfolio is actively managed, so you can be confident your investments remain diversified and are performing their best at all times.