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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

Portfolio (%)-9.120.532.6418.73-10.815.14
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income0


North America58.44%
Greater Europe17.81%
Developed Asia13.23%
Emerging Asia9.74%
Central/Latin America0.77%


Financials 21.41%
Consumer Discretionary11.98%
Real Estate2.23%
Consumer Staples 6.54%
Materials 3.31%

Top Holdings

Asset ClassWeight (%)
1. iShares MSCI World SRI UCITS ETF21.37%
2. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF19.42%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF16.79%
4. iShares Edge MSCI World Value Factor UCITS ETF8.27%
5. iShares Edge MSCI World Quality Factor UCITS ETF8.26%
6. iShares MSCI EM SRI UCITS ETF7.12%
7. Wisdomtree Enhanced Commodity UCITS ETF3.28%
8. Xtrackers MSCI China UCITS ETF3.17%
9. iShares Core MSCI Japan IMI UCITS ETF3.15%
10. Lyxor MSCI World Financials TR UCITS ETF3.10%