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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

20182019202020212022YTD
Portfolio (%)-9.120.532.6618.74-10.85.48
Annualized ReturnStandard DeviationDividend Yield
Portfolio6.97%15.05%2.5%

Allocation Breakdown

Asset Class


Equity97.03%
Fixed Income0
Commodities2.47%
Cash0.5%

Geo


America56.02%
Greater Europe20.15%
Developed Asia15.33%
Emerging Asia7.36%
Central/Latin America1.14%

Sector


Financials 17.13%
Industrials10.72%
Consumer Discretionary10.86%
Real Estate2.31%
Consumer Staples 7.77%
Materials 4.04%
Healthcare13.32%
Utilities3.48%
Technology20.55%
Energy2.9%
Communications6.93%

Top Holdings

Asset ClassWeight (%)
1. iShares MSCI World SRI UCITS ETF21.79%
2. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF19.74%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF17.42%
4. iShares Edge MSCI World Quality Factor UCITS ETF7.89%
5. iShares Edge MSCI World Value Factor UCITS ETF7.52%
6. iShares MSCI EM SRI UCITS ETF7.16%
7. Invesco EQQQ Nasdaq-100 UCITS ETF3.90%
8. iShares Core MSCI Japan IMI UCITS ETF3.37%
9. Lyxor MSCI World Financials TR UCITS ETF2.84%
10. iShares Global Clean Energy UCITS ETF2.77%