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.
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
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 USD, EUR or AUD
2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | 20.53 | 2.64 | 18.73 | -10.81 | 16.38 | 7.5 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 8.23% | 14.49% | 2.3% |
Equity | 94.58% | |
Fixed Income | 2.41% | |
Commodities | 2.58% | |
Cash | 0.44% |
North America | 59.61% | |
Greater Europe | 18.38% | |
Asia | 19.55% | |
Central/Latin America | 0.51% |
Financials | 18.7% | |||||||
Industrials | 10.17% | |||||||
Consumer Discretionary | 11.82% | |||||||
Real Estate | 2.12% | |||||||
Consumer Staples | 6.1% | |||||||
Materials | 3.61% | |||||||
Healthcare | 10.43% | |||||||
Utilities | 1.78% | |||||||
Technology | 19.74% | |||||||
Energy | 3.05% | |||||||
Communications | 6.65% |
Asset Class | Weight (%) |
---|---|
1. iShares MSCI World SRI UCITS ETF | 21.98% |
2. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF | 20.22% |
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 17.71% |
4. iShares Edge MSCI World Quality Factor UCITS ETF | 8.44% |
5. iShares Edge MSCI World Value Factor UCITS ETF | 8.10% |
6. iShares MSCI EM SRI UCITS ETF | 6.15% |
7. Amundi MSCI World Financials UCITS ETF | 3.30% |
8. Invesco EQQQ Nasdaq-100 UCITS ETF | 3.15% |
9. iShares Core MSCI Japan IMI UCITS ETF | 3.11% |
10. Wisdomtree Enhanced Commodity UCITS ETF | 2.58% |