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EUR Global Moderate 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 AUD, USD or GBP

PrintFact Sheet

Portfolio Performance

Portfolio (%)-5.6816.890.0613.38-12.633.21
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income50.56%


North America57.85%
Greater Europe17.43%
Developed Asia14.9%
Emerging Asia8.84%
Central/Latin America0.97%


Financials 17.75%
Consumer Discretionary11.46%
Real Estate2.25%
Consumer Staples 5.45%
Materials 3.4%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF21.60%
2. Xtrackers MSCI World ESG UCITS ETF10.90%
3. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF9.30%
4. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF8.33%
5. iShares Global Corp Bond EUR Hedged UCITS ETF Dist8.08%
6. iShares USD Treasury Bond 7-10yr UCITS ETF5.76%
7. iShares Asia Investment Grade Corp Bond UCITS ETF5.55%
8. iShares JP Morgan EM Local Government Bond UCITS ETF4.11%
9. iShares Edge MSCI World Value Factor UCITS ETF4.02%
10. iShares Edge MSCI World Quality Factor UCITS ETF4.02%