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GBP 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

Our Core ETF Portfolios provide:

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;

Not betting the farm or short-term trading; time in right parts of the market, not timing the market

International investors can also access this strategy in USDEUR or AUD

PrintFact Sheet

Portfolio Performance

20192020202120222023YTD
Portfolio (%)20.532.6418.73-10.8116.385.03
Annualized ReturnStandard DeviationDividend Yield
Portfolio7.86%14.46%2.3%

Allocation Breakdown

Asset Class


Equity94.51%
Fixed Income2.3%
Commodities2.74%
Cash0.44%

Geo


North America58.94%
Greater Europe18.64%
Asia19.92%
Central/Latin America0.5%

Sector


Financials 18.77%
Industrials10.22%
Consumer Discretionary11.85%
Real Estate2.01%
Consumer Staples 6.2%
Materials 3.64%
Healthcare10.41%
Utilities1.85%
Technology19.23%
Energy3.14%
Communications6.73%

Top Holdings

Asset ClassWeight (%)
1. iShares MSCI World SRI UCITS ETF21.75%
2. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF20.20%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF17.72%
4. iShares Edge MSCI World Quality Factor UCITS ETF8.39%
5. iShares Edge MSCI World Value Factor UCITS ETF8.06%
6. iShares MSCI EM SRI UCITS ETF6.30%
7. Amundi MSCI World Financials UCITS ETF3.28%
8. Invesco EQQQ Nasdaq-100 UCITS ETF3.12%
9. iShares Core MSCI Japan IMI UCITS ETF3.03%
10. Wisdomtree Enhanced Commodity UCITS ETF2.74%