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GBP Global Moderate ETF

Broad participation in global risk assets such as stocks, bonds and commodities; Target a moderate risk profile of 35% risk and 65% income assets.

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)

Moderate portfolio targets a 35% / 65% risk to income assets ratio

ETF selection constantly reviewed for efficiency, keeping costs low – currently 0.2% to 0.25%

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 AUD, USD or EUR

PrintFact Sheet

Portfolio Performance

Portfolio (%)-4.9314.785.317.96-9.282.76
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income50.54%


North America56.54%
Greater Europe19.03%
Developed Asia15.18%
Emerging Asia8.13%
Central/Latin America1.12%


Financials 18.31%
Consumer Discretionary12.14%
Real Estate2.21%
Consumer Staples 6.9%
Materials 3.77%

Top Holdings

Asset ClassWeight (%)
1. iShares GBP Ultrashort Bond UCITS ETF12.62%
2. iShares MSCI World SRI UCITS ETF10.51%
3. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF9.55%
4. iShares Core GBP Corp Bond UCITS ETF8.99%
5. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF8.26%
6. iShares Global Corp Bond UCITS ETF8.11%
7. iShares USD Treasury Bond 7-10yr UCITS ETF5.66%
8. iShares Asia Investment Grade Corp Bond UCITS ETF5.66%
9. iShares JP Morgan EM Local Government Bond UCITS ETF4.12%
10. iShares Edge MSCI World Value Factor UCITS ETF4.07%