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.
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
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 USD, GBP or EUR
2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | 25.74 | 5.24 | 21.37 | -14.61 | 18.68 | 10.51 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 11.59% | 12.4% | 2.3% |
Equity | 94.02% | |
Fixed Income | 2.7% | |
Commodities | 2.85% | |
Cash | 0.43% |
North America | 58.52% | |
Greater Europe | 15.12% | |
Asia | 24.32% | |
Central/Latin America | 0.62% |
Financials | 17% | |||||||
Industrials | 8.18% | |||||||
Consumer Discretionary | 9.61% | |||||||
Real Estate | 1.99% | |||||||
Consumer Staples | 5.37% | |||||||
Materials | 3.82% | |||||||
Healthcare | 10.18% | |||||||
Utilities | 1.33% | |||||||
Technology | 20.58% | |||||||
Energy | 2.65% | |||||||
Communications | 7.12% |
Asset Class | Weight (%) |
---|---|
1. Vanguard MSCI Index International Shares Hedged ETF | 32.80% |
2. Vanguard Ethically Conscious International Shares Index ETF | 22.96% |
3. Vaneck Vectors MSCI World ex Australia Quality ETF | 8.42% |
4. VanEck MSCI International Valu | 7.89% |
5. Vanguard FTSE Emerging Markets ETF/Australia | 6.40% |
6. BetaShares Australia 200 ETF | 3.90% |
7. BetaShares Global Banks ETF - Currency Hedged | 3.21% |
8. Betashares Nasdaq 100 ETF - Currency Hedged | 3.11% |
9. iShares MSCI Japan ETF/AU | 2.99% |
10. Global X Physical Precious Metals Basket | 2.85% |