Yes i will also give it a go

I think you are spot on. Out of so many fund managers, once in a while you will have a lucky fund manager.

Having said that, i will just go for the thematic portfolio though the amount is small.

For 45% SRI, the target weightage are as follows (*** indicate differences with 35%)

Technology Enablers at 45% SRI
Global X Robotics & Artificial Intelligence ETF 17%
ARK Autonomous Technology & Robotics ETF 17%
ARK Next Generation Internet ETF 17%
VanEck Vectors Semiconductor ETF 17%***
First Trust Cloud Computing ETF 15% ***
Amplify Transformational Data Sharing ETF 3%
SPDR FTSE International Government Inflation-Protected Bond ETF 14%***
Cash 1%

Future of consumer tech at 45% SRI
ARK Innovation ETF 17%
Global X Autonomous & Electric Vehicles ETF 17%
VanEck Vectors Video Gaming and eSports ETF 17%
ARK Fintech Innovation ETF 9%***
Global X FinTech ETF 3%
O'Shares Global Internet Giants ETF 3%
iShares International Treasury Bond ETF 17%
SPDR FTSE International Government Inflation-Protected Bond ETF 17%
Cash 1%

Healthcare Innovation at 45% SRI
ARK Genomic Revolution ETF 20%***
iShares Genomics Immunology and Healthcare ETF 20%***
ROBO Global Healthcare Technology and Innovation ETF 20%***
iShares Global Healthcare ETF 3%
iShares Biotechnology ETF 20%***
VanEck Vectors Pharmaceutical ETF 12%***
iShares U.S. Medical Devices ETF 4%
Cash 1%

This post has been edited by ChessRook: Sep 24 2021, 09:35 AM