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AUD Global Conservative ETF

Broad participation in global risk assets such as stocks, bonds and commodities.

Strategy Description

Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)

ETF selection constantly reviewed for efficiency and sustainability

Costs are kept low, currently averaging 0.2% to 0.25% per portfolio

Tax implications are reviewed at client, ETF and underlying positions of ETF levels

Sustainability tilts are preferred and implemented for each exposure, all else equal

Active allocation to macro trends, tilting to exposures likely to outperform over the medium term

No betting the farm or short-term trading: time in right parts of market, not timing the market

Daily transparency and liquidity; global exposure implemented in USDGBP or EUR

PrintFact Sheet

Portfolio Performance

20222023YTD
Portfolio (%)-13.7710.61.87
Annualized ReturnStandard DeviationDividend Yield
Portfolio1.05%6.58%3.9%

Allocation Breakdown

Asset Class


Equity34.95%
Fixed Income63.49%
Commodities1.1%
Cash0.45%

Geo


North America57.69%
Greater Europe15.4%
Asia24.96%
Central/Latin America0.59%

Sector


Financials 17.27%
Industrials8.25%
Consumer Discretionary9.58%
Real Estate1.96%
Consumer Staples 5.49%
Materials 3.68%
Healthcare10.2%
Utilities1.39%
Technology20.12%
Energy2.76%
Communications7.21%

Top Holdings

Asset ClassWeight (%)
1. iShares CORE Composite Bond ETF25.87%
2. iShares Core Global Corporate Bond AUD Hedged ETF18.36%
3. Vanguard MSCI Index International Shares Hedged ETF12.21%
4. iShares JP Morgan USD Emerging Markets Bond AUD Hedged ETF11.50%
5. Vanguard Ethically Conscious International Shares Index ETF8.42%
6. BetaShares U.S. Treasury Bond 20+ Year ETF - Currency Hedged3.90%
7. iShares Global High Yield Bond AUD Hedged ETF3.86%
8. Vaneck Vectors MSCI World ex Australia Quality ETF3.09%
9. VanEck MSCI International Valu2.90%
10. Vanguard FTSE Emerging Markets ETF/Australia2.45%