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AUD Global Equity ETF

A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market – this strategy is at the core of many of our clients’ portfolios.

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

Portfolio (%)-0.7425.745.2421.37-14.6115.87
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income0


North America58.52%
Greater Europe15.8%
Developed Asia17.5%
Emerging Asia7.27%
Central/Latin America0.92%


Financials 16.05%
Consumer Discretionary10.69%
Real Estate2.3%
Consumer Staples 6.86%
Materials 3.94%

Top Holdings

Asset ClassWeight (%)
1. Vanguard MSCI Index International Shares Hedged ETF31.23%
2. Vanguard Ethically Conscious International Shares Index ETF20.95%
3. Vaneck Vectors MSCI World ex Australia Quality ETF8.83%
4. VanEck MSCI International Valu7.91%
5. iShares MSCI Emerging Markets ETF/AU7.66%
6. Betashares Nasdaq 100 ETF - Currency Hedged4.10%
7. iShares MSCI Japan ETF/AU3.61%
8. BetaShares Australia 200 ETF3.19%
9. Global X Physical Precious Metals Basket3.17%
10. BetaShares Global Banks ETF - Currency Hedged3.05%