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AUD Global Moderate ETF

Broad participation in global risk assets such as stocks, bonds and commodities; Target a moderate risk profile of 35% risk and 65% income assets.

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)

Moderate portfolio targets a 35% / 65% risk to income assets ratio

ETF selection constantly reviewed for efficiency, keeping costs low – currently 0.2% to 0.25%

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 USD, EUR, and GBP

PrintFact Sheet

Portfolio Performance

Portfolio (%)0.6617.115.099.53-14.033.7
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income50.12%


North America58.29%
Greater Europe16.05%
Developed Asia17.02%
Emerging Asia7.66%
Central/Latin America0.97%


Financials 17.35%
Consumer Discretionary11.07%
Real Estate2.5%
Consumer Staples 6.18%
Materials 4.04%

Top Holdings

Asset ClassWeight (%)
1. iShares CORE Composite Bond ETF21.07%
2. Vanguard MSCI Index International Shares Hedged ETF15.73%
3. iShares Core Global Corporate Bond AUD Hedged ETF14.68%
4. Vanguard Ethically Conscious International Shares Index ETF11.12%
5. iShares JP Morgan USD Emerging Markets Bond AUD Hedged ETF9.00%
6. Vaneck Vectors MSCI World ex Australia Quality ETF4.01%
7. VanEck MSCI International Valu3.98%
8. Vanguard FTSE Emerging Markets ETF/Australia3.50%
9. iShares Global High Yield Bond AUD Hedged ETF3.04%
10. BetaShares U.S. Treasury Bond 20+ Year ETF - Currency Hedged2.34%