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GBP Global Balanced 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 USDEUR or AUD

PrintFact Sheet

Portfolio Performance

20182019202020212022YTD
Portfolio (%)-6.9417.654.0913.37-10.063.96
Annualized ReturnStandard DeviationDividend Yield
Portfolio6.4%11.23%3.6%

Allocation Breakdown

Asset Class


Equity71.57%
Fixed Income25.48%
Commodities2.44%
Cash0.51%

Geo


North America59.81%
Greater Europe18.44%
Developed Asia14.14%
Emerging Asia6.84%
Central/Latin America0.78%

Sector


Financials 22.72%
Industrials10.05%
Consumer Discretionary11.41%
Real Estate2.13%
Consumer Staples 6.47%
Materials 3.36%
Healthcare10.83%
Utilities3.1%
Technology20.42%
Energy2.87%
Communications6.64%

Top Holdings

Asset ClassWeight (%)
1. iShares MSCI World SRI UCITS ETF15.90%
2. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF14.45%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF12.49%
4. iShares GBP Ultrashort Bond UCITS ETF6.36%
5. iShares Edge MSCI World Value Factor UCITS ETF6.16%
6. iShares Edge MSCI World Quality Factor UCITS ETF6.15%
7. iShares MSCI EM SRI UCITS ETF5.30%
8. iShares Core GBP Corp Bond UCITS ETF4.54%
9. iShares Global Corp Bond UCITS ETF4.09%
10. iShares USD Treasury Bond 7-10yr UCITS ETF2.86%