StashAway’s ETF Fund Investment Selection

14 September 2023

Overview of StashAway Portfolios

General Investing and Goal-based Investing Portfolios

General Investing powered by BlackRock® Portfolios

StashAway Simple™

Thematic Portfolio

Flexible 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 NameAsset ClassTickerFund ManagerInceptionExpense Ratio
Vanguard FTSE All-World ex-US ETFGlobal Equities (Ex - US)VEU USVanguard20070.07%
iShares Core Global Aggregate Bond UCITS ETFGlobal Aggregate BondsAGGG LNiShares20170.10%
iShares USD High Yield Corp Bond UCITS ETFUS High Yield Corp BondsIHYU LNiShares20110.50%
iShares Global High Yield Corp Bond UCITS ETFGlobal High Yield Corp BondsHYLD LNiShares20120.50%
iShares MSCI ACWI UCITS ETFGlobal EquitiesISAC LNiShares20110.20%
iShares MSCI AustraliaAustralia EquitiesEWA USiShares19960.47%
iShares MSCI CanadaCanada EquitiesEWC USiShares19960.47%
iShares MSCI JapanJapan EquitiesEWJ USiShares19960.47%
iShares Core S&P Small-CapUS Small-Cap StocksIJR USiShares20000.07%
The Consumer Staples Select Sector SPDR® FundUS Consumer Staples StocksXLP USSPDR19980.13%
The Technology Select Sector SPDR® FundUS Technology StocksXLK USSPDR19980.13%
The Energy Select Sector SPDR® FundUS Energy StocksXLE USSPDR19980.13%
The Financial Select Sector SPDR® FundUS Financial StocksXLF USSPDR19980.13%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETFFixed IncomeBB3M LNJP Morgan20210.07%
iShares International Treasury Bond ETFGlobal Govt BondsIGOV USiShares20090.35%
iShares J.P. Morgan USD Emerging Markets Bond ETFEmerging Market Govt BondsEMB USiShares20070.39%
iShares US Aggregate Bond UCITS ETFFixed IncomeIUAG LNiShares20110.25%
Vanguard Total International Bond ETFInternational Aggregate BondsBNDX USVanguard20130.09%
iShares Floating Rate Bond ETFGlobal Floating Rate Bonds (IG)FLOT USiShares20110.20%
Vanguard Real Estate ETFUS REITsVNQ USVanguard19960.12%
Vanguard Global ex-U.S. Real Estate ETFGlobal ex-US REITsVNQI USVanguard20100.12%
SPDR Gold SharesPrecious Metals (Gold)GLD USSPDR20040.40%
SPDR® FTSE International Government Inflation-Protected Bond ETFGlobal ex-US Inflation-linked Govt BondsWIP USSPDR20080.50%
iShares $ TIPS UCITS ETFFixed IncomeIDTP LNiShares20060.10%
iShares Core S&P 500 ETF*US Large-Cap Stocks (S&P 500)IVV USiShares20000.03%
Vanguard FTSE Europe ETF*Europe EquitiesVGK USVanguard20050.08%
iShares MSCI All Country Asia ex Japan ETF*Asia Ex-Japan EquitiesAAXJ USiShares20080.69%
SPDR Portfolio Emerging Markets ETF*Emerging Market EquitiesSPEM USSPDR20070.11%
Consumer Discretionary Select Sector SPDR Fund*US Consumer Discretionary StocksXLY USSPDR19980.10%
Communication Services Select Sector SPDR Fund*US Communications Services StocksXLC USSPDR20180.10%
Materials Select Sector SPDR Fund*US Materials StocksXLB USSPDR19980.10%
Health Care Select Sector SPDR Fund*US Healthcare StocksXLV USSPDR19980.10%
KraneShares CSI China Internet ETF*China Technology StocksKWEB USKraneShares20130.69%
iShares 1-3 Year Treasury Bond ETF*US 1-3y Govt BondsSHY USiShares20020.15%
Schwab Intermediate-Term U.S. Treasury ETF*US 3-10y Govt BondsSCHR USSchwab20100.03%
iShares 10-20 Year Treasury Bond ETF*US 10-20y Govt BondsTLH USiShares20070.15%
iShares $ Treasury Bond 20+yr UCITS ETF*Fixed IncomeIDTL LNiShares20150.07%
iShares iBoxx $ Investment Grade Corporate Bond ETF*US Corporate Bonds (IG)LQD USiShares20020.14%
SPDR Bloomberg Convertible Securities ETF*US Convertible SecuritiesCWB USSPDR20090.40%

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.

NameTickerAsset ClassInceptionExpense Ratio
iShares Edge MSCI Europe Minimum Volatility UCITS ETFIMVU LNInternational Equities20120.25%
iShares MSCI Australia UCITS ETFIAUS LNInternational Equities20100.50%
iShares MSCI Korea UCITS ETF USDCSKR LNInternational Equities20100.65%
iShares Core MSCI Pacific ex Japan UCITS ETFCPXJ LNInternational Equities20100.20%
iShares Core S&P 500 UCITS ETFCSPX LNUS Equities20100.07%
iShares MSCI USA UCITS ETFCSUS LNUS Equities20100.33%
iShares MSCI EMU USD Hedged UCITS ETFEMUU LNInternational Equities20150.38%
iShares Core MSCI Japan IMI UCITS ETFIJPA LNInternational Equities20090.15%
iShares Core FTSE 100 UCITS USD Hedged ETFISFD LNInternational Equities20170.20%
iShares Edge MSCI World MomentumIWMO LNInternational Equities20140.30%
iShares Edge MSCI World SizeIWSZ LNInternational Equities20140.30%
iShares Edge MSCI World Min. Volatility UCITS ETFMVOL LNInternational Equities20120.30%
iShares Edge S&P 500 Min. Vol. UCITS ETFSPMV LNUS Equities20120.20%
iShares Edge MSCI World Quality UCITS ETFIWQU LNInternational Equities20140.30%
iShares Edge MSCI World Value UCITS ETFIWVL LNInternational Equities20140.30%
iShares Edge MSCI USA Momentum UCITS ETFIUMO LNUS Equities20160.20%
iShares Edge MSCI USA Quality UCITS ETFIUQA LNUS Equities20160.20%
iShares Edge MSCI USA Value UCITS ETFIUVL LNUS Equities20160.20%
iShares S&P 500 IT Sector UCITS ETFIUIT LNUS Equities20150.15%
iShares Ageing Population UCITS ETF*AGED LNInternational Equities20160.40%
iShares Automation & Robotics UCITS ETFRBOT LNInternational Equities20160.40%
iShares Digitalization UCITS ETFDGTL LNInternational Equities20160.40%
iShares Health Innovation UCITS ETFHEAL LNInternational Equities20160.40%
iShares MSCI Canada UCITS ETFCCAU LNInternational Equities20100.48%
iShares Core MSCI EMU UCITS ETF USDCEUU NAInternational Equities20190.15%
iShares MSCI USA ESG Enhanced UCITS ETFEDMU GYUS Equities20190.07%
iShares MSCI ACWI UCITS ETFISAC LNInternational Equities20110.20%
iShares MSCI USA ESG Screened UCITS ETFSASU LNUS Equities20180.07%
iShares MSCI USA Small Cap UCITS ETFCUSS LNUS Equities20090.43%
iShares Global Clean Energy UCITS ETFINRG LNInternational Equities20070.65%
iShares Agribusiness UCITS ETFISAG LNInternational Equities20110.55%
iShares Digital Security UCITS ETFLOCK LNInternational Equities20180.40%
iShares Core MSCI Emerging Markets IMI ETFEIMI LNInternational Equities20140.18%
iShares Edge MSCI EM Min. Volatility UCITS ETFEMMV LNInternational Equities20120.40%
iShares MSCI EM Asia UCITS ETFCEMA LNInternational Equities20100.20%
iShares MSCI EM Consumer Growth UCITS ETFCEMG LNInternational Equities20140.60%
iShares MSCI China UCITS ETFICHN NAInternational Equities20190.40%
iShares $ Treasury Bond 3-7yr UCITS ETF (Acc)CBU7 LNUS Government Bonds20090.07%
iShares J.P. Morgan $ EM Corp Bond UCITS ETFEMCR LNInternational Corporate Bonds20120.50%
iShares $ Ultrashort Bond UCITS ETFERND LNUS Corporate Bonds20130.09%
iShares Global High Yield Corp Bond UCITS ETFHYLD LNUS Corporate Bonds20120.50%
iShares $ Treasury Bond 1-3yr UCITS ETFIDBT LNUS Government Bonds20060.07%
iShares $ Treasury Bond 20+yr UCITS ETFIDTLUS Government Bonds20150.07%
iShares $ Treasury Bond 7-10yr UCITS ETFIDTM LNUS Government Bonds20060.07%
iShares J.P. Morgan $ EM Bond UCITS ETFIEMB LNInternational Government Bonds20080.45%
iShares $ High Yield Corporate Bond UCITS ETFIHYU LNUS Corporate Bonds20110.50%
iShares US MBS UCITS ETF USD (Dist)IMBS LNGovernment Bonds20160.28%
iShares $ Corporate Bond UCITS ETFLQDE LNCorporate Bonds20030.20%
iShares $ Corp Bond Interest Rate Hedged UCITS ETFLQDH LNCorporate Bonds20130.25%
iShares $ Short Duration HY Corp. Bond UCITS ETFSDHY LNCorporate Bonds20130.45%
iShares USD Short Duration Corp. Bond UCITS ETFSDIG LNCorporate Bonds20130.20%
iShares J.P. Morgan EM Local Govt. Bond UCITS ETFSEML LNGovernment Bonds20110.50%
iShares Emerging Asia Local Govt Bond UCITS ETFSGEA LNGovernment Bonds20120.50%
iShares China Bond UCITS ETFCNYB NAGovernment Bonds20190.35%
iShares $ High Yield Corporate Bond ESG UCITS ETFDHYD NACorporate Bonds20190.25%
US Investment-grade USDIUAG LNGovernment Bonds20110.25%
iShares Fallen Angels High Yield UCITS ETFWING LNCorporate Bonds20160.50%
iShares $ Floating Rate Bond UCITS ETFFLOT LNCorporate Bonds20170.10%
iShares $ TIPS UCITS ETFIDTP LNGovernment Bonds20060.10%
iShares Dev. Markets Property Yield UCITS ETFIWDP LNInternational REITS20060.59%
iShares Physical Gold ETCSGLNCommodities20110.12%
iShares $ Treasury Bond 0-1yr UCITS ETFIBTU LNGovernment Bonds20190.07%

These are the assets in which we invest for StashAway Simpleᵀᴹ

Learn about Stashaway Simple™.

Mutual Fund NameTickerFund ManagerInceptionExpense Ratio
Emirates Islamic Money Market Fund (Jersey) LtdEISMMEI JYEmirates NBD Fund Managers (Jersey) Ltd20100.38%

These are the assets in which we invest for our Thematic Portfolios

Learn about our Thematic Portfolios.

Technology Enablers

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
iShares USD High Yield Corp Bond UCITS ETFUS High Yield Corp BondsIHYU LNiShares20110.50%
iShares J.P. Morgan USD EM Bond UCITS ETFEmerging Market BondsIEMB LNiShares20080.45%
ARK Next Generation InternetInternet InfrastructureARKW USARK20140.79%
ARK Autonomous Technology & RoboticsRobotics, Automation & AIARKQ USARK20140.75%
VanEck Vectors SemiconductorSemiconductorsSMH USVanEck20110.35%
Amplify Transformational DataBlockchainBLOK USAmplify20180.71%
First Trust Cloud ComputingCloud ComputingSKYY USFirst Trust20110.60%
iShares 10-20 Year Treasury Bond ETFUS 10-20y Govt BondsTLH USFirst Trust20110.60%
iShares International Treasury Bond ETFGlobal Govt BondsIGOV USiShares20090.35%
Vanguard Total International Bond ETFGlobal Aggregate BondsBNDX USVanguard20130.09%
iShares Floating Rate Bond ETFGlobal Floating Rate Bonds (IG)FLOT USiShares20110.20%
SPDR Gold SharesPrecious Metals (Gold)GLD USSPDR20040.24%
SPDR® FTSE International Government Inflation-Protected Bond ETFGlobal ex-US Inflation-linked Govt BondsWIP USSPDR20080.50%
Global X Robotics & Artificial Intelligence*Robotics, Automation & AIBOTZ USGlobal X20160.68%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF*Fixed IncomeBB3M LNJP Morgan 20210.07%
iShares 1-3 Year Treasury Bond ETF*US 1-3y Govt BondsSHY USiShares20020.15%
Schwab Intermediate-Term U.S. Treasury ETF*US 3-10y Govt BondsSCHR USSchwab20100.03%
iShares $ Treasury Bond 20+yr UCITS ETF*Fixed IncomeIDTL LNiShares20150.07%
iShares US Aggregate Bond UCITS ETF*Fixed IncomeIUAG LNiShares20110.25%
iShares iBoxx $ Investment Grade Corporate Bond ETF*US Corporate Bonds (IG)LQD USiShares20020.14%
iShares $ TIPS UCITS ETF*Fixed IncomeIDTP LNiShares20060.10%

*Currently not invested in our portfolios, but may be included in the next reoptimisation.

Future of Consumer Tech

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
iShares USD High Yield Corp Bond UCITS ETFUS High Yield Corp BondsIHYU LNiShares20110.50%
iShares J.P. Morgan USD EM Bond UCITS ETFEmerging Market BondsIEMB LNiShares20080.45%
ARK Innovation ETFDisruptive TechnologyARKK USARK20140.75%
Global X FinTech ETFFintechFINX USGlobal X20160.68%
Global X Autonomous & Electric VehiclesMobilityDRIV USGlobal X20180.38%
ARK Fintech Innovation ETFFintechARKF USARK20190.75%
VanEck Vectors Video Gaming and eSportsGaming and eSportsESPO USVanEck20180.55%
iShares International Treasury Bond ETFGlobal Govt BondsIGOV USiShares20090.35%
Vanguard Total International Bond ETFGlobal Aggregate BondsBNDX USVanguard20130.09%
SPDR Gold SharesPrecious Metals (Gold)GLD USSPDR20040.24%
SPDR® FTSE International Government Inflation-Protected Bond ETFGlobal ex-US Inflation-linked Govt BondsWIP USSPDR20080.50%
iShares $ TIPS UCITS ETFFixed IncomeIDTP LNiShares20060.10%
O'Shares Global Internet Giants ETF*Disruptive TechnologyOGIG USO'Shares20180.48%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF*Fixed IncomeBB3M LNJP Morgan20210.07%
iShares 1-3 Year Treasury Bond ETF*US 1-3y Govt BondsSHY USiShares20020.15%
Schwab Intermediate-Term U.S. Treasury ETF*US 3-10y Govt BondsSCHR USSchwab20100.04%
iShares 10-20 Year Treasury Bond ETF*US 10-20y Govt BondsTLH USiShares20070.15%
iShares $ Treasury Bond 20+yr UCITS ETF *Fixed IncomeIDTL LNiShares20150.07%
iShares US Aggregate Bond UCITS ETF*Fixed IncomeIUAG LNiShares20110.25%
iShares iBoxx $ Investment Grade Corporate Bond ETF*US Corporate Bonds (IG)LQD USiShares20020.14%
iShares Floating Rate Bond ETF*Global Floating Rate Bonds (IG)FLOT USiShares20110.15%

*Currently not invested in our portfolios, but may be included in the next reoptimisation.

Healthcare Innovation

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
iShares USD High Yield Corp Bond UCITS ETFUS High Yield Corp BondsIHYU LNiShares20110.50%
iShares J.P. Morgan USD EM Bond UCITS ETFEmerging Market BondsIEMB LNiShares20080.45%
iShares U.S. Medical Devices ETFMedical DevicesIHI USiShares20060.41%
iShares Biotechnology ETFBiotechnologyIBB USiShares20010.45%
iShares Global Healthcare ETFGlobal HealthcareIXJ USiShares20010.43%
ARK Genomic Revolution ETFGenomicsARKG USARK20140.75%
VanEck Vectors PharmaceuticalPharmaceuticalsPPH USVanEck20110.35%
iShares Genomics Immunology and HealthcareGenomicsIDNA USiShares20190.47%
ROBO Global R Healthcare Technology and InnovationGlobal HealthcareHTEC USRobo Global20190.68%
iShares International Treasury Bond ETFGlobal Govt BondsIGOV USiShares20090.35%
Vanguard Total International Bond ETFGlobal Aggregate BondsBNDX USVanguard20130.09%
SPDR Gold SharesPrecious Metals (Gold)GLD USSPDR20040.24%
SPDR® FTSE International Government Inflation-Protected Bond ETFGlobal ex-US Inflation-linked Govt BondsWIP USSPDR20080.50%
iShares $ TIPS UCITS ETFFixed IncomeIDTP LNiShares20060.10%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF*Fixed IncomeBB3M LNJP Morgan 20210.07%
iShares 1-3 Year Treasury Bond ETF*US 1-3y Govt BondsSHY USiShares20020.15%
Schwab Intermediate-Term U.S. Treasury ETF*US 3-10y Govt BondsSCHR USSchwab20100.03%
iShares 10-20 Year Treasury Bond ETF*US 10-20y Govt BondsTLH USiShares20070.15%
iShares $ Treasury Bond 20+yr UCITS ETF*Fixed IncomeIDTL LNiShares20150.07%
iShares US Aggregate Bond UCITS ETF *Fixed IncomeIUAG LNiShares20110.25%
iShares iBoxx $ Investment Grade Corporate Bond ETF*US Corporate Bonds (IG)LQD USiShares20020.14%
iShares Floating Rate Bond ETF*US Inflation-linked Govt BondsFLOT USiShares20110.15%

*Currently not invested in our portfolios, but may be included in the next reoptimisation.

Environment and Cleantech

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
iShares Global Clean Energy ETFClean EnergyICLN USiShares20080.42%
First Trust NASDAQ Clean Edge ETFEnergy Storage and Smart GridsGRID USFirst Trust20070.60%
Lyxor New Energy DR UCITS ETFClean EnergyNRJU LNAmundi20190.60%
First Trust Global Wind EnergyClean EnergyFAN USFirst Trust20080.63%
First Trust Water ETFClean WaterFIW USFirst Trust20070.54%
VanEck Environmental ServicesWaste ManagementEVX USVanEck20060.71%
iShares Global Green Bond ETFGreen BondsBGRN USiShares20180.20%
Lyxor Green Bond DR UCITS ETFGreen BondsCLMU USAmundi20170.25%
iShares $ TIPS UCITS ETFFixed IncomeIDTP LNiShares20060.10%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETF*Fixed IncomeBB3M LN JP Morgan20210.07%
iShares 1-3 Year Treasury Bond ETF*US 1-3y Govt BondsSHY USiShares20020.15%
Schwab Intermediate-Term U.S. Treasury ETF*US 3-10y Govt BondsSCHR USSchwab20100.03%
iShares 10-20 Year Treasury Bond ETF*US 10-20y Govt BondsTLH USiShares20070.15%
iShares $ Treasury Bond 20+yr UCITS ETF *Fixed IncomeIDTL LNiShares20150.07%
iShares International Treasury Bond ETF*Global Govt BondsIGOV USiShares20090.35%
iShares US Aggregate Bond UCITS ETF*Fixed IncomeIUAG LNiShares20110.25%
iShares iBoxx $ Investment Grade Corporate Bond ETF*US Corporate Bonds (IG)LQD USiShares20020.14%
Vanguard Total International Bond ETF*Global Aggregate BondsBNDX USVanguard20130.07%
iShares Floating Rate Bond ETF*Global Floating Rate Bonds (IG)FLOT USiShares20110.15%
SPDR Gold Shares*Precious Metals (Gold)GLD USSPDR20040.40%
SPDR FTSE International Government Inflation-Protected Bond ETF*Global ex-US Inflation-linked Govt BondsWIP USSPDR20080.50%

*Currently not invested in our portfolios, but may be included in the next reoptimisation.

These are the assets in which we invest for our Responsible Investing Portfolio

Learn about our Responsible Investing Portfolio.

ETF NameAsset ClassTickerFund ManagerInceptionExpense Ratio
iShares MSCI ACWI UCITS ETFInterrnational EquitiesISAC LNiShares20110.20%
JPMorgan ETFs (Ireland) ICAV - BetaBuilders US Treasury Bond 0-3 Months UCITS ETFFixed IncomeBB3M LNJP Morgan20210.07%
iShares J.P. Morgan USD EM Bond UCITS ETFEmerging Market BondsIEMB LNiShares20080.45%
iShares USD High Yield Corp Bond UCITS ETFUS High Yield Corp BondsIHYU LNiShares20110.50%
SPDR Gold TrustGoldGLD USSPDR20040.04%
Lyxor MSCI Future Mobility ESGInternational EquitiesMOBI LNAmundi20200.45%
iShares Trust - iShares MSCI KEquity Sectors (US)DSI USiShares20060.25%
Lyxor Net Zero 2050 S&P 500 ClEquity Sectors (US)PABU LNAmundi20200.07%
iShares MSCI Australia ETFInternational EquitiesEWA USiShares19960.50%
iShares MSCI Canada ETFInternational EquitiesEMC USiShares19960.50%
iShares MSCI Japan ETFInternational EquitiesEWJ USiShares19960.50%
iShares Inc iShares ESG Aware EMInternational EquitiesESGE USiShares20160.25%
iShares ESG Aware MSCI USA Small-CapEquity Sectors (US)ESML USiShares20180.17%
Technology Select Sector SPDREquity Sectors (US)XLK USSPDR19980.12%
iShares 0-3 Month Treasury BondGovernment BondSGOV USiShares20200.07%
iShares International TreasuryGovernment BondIGOV USiShares20090.35%
Inspire Corporate Bond ImpactFixed IncomeIBD USInspire20170.58%
iShares Floating Rate Bond ETFCorporate BondFLOT USiShares20110.15%
iShares Global Green Bond ETFGreen BondBGRN USiShares20180.20%
iShares $ TIPS UCITS ETFFixed IncomeIDTP LNiShares20060.10%

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