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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 USD or EUR

PrintFact Sheet

Portfolio Performance

20182019202020212022YTD
Portfolio (%)-4.9314.785.317.97-9.272.4
Annualized ReturnStandard DeviationDividend Yield
Portfolio3.3%9.05%3.8%

Allocation Breakdown

Asset Class


Equity50.11%
Fixed Income47.95%
Commodities1.44%
Cash0.5%

Geo


America55.6%
Greater Europe20.2%
Developed Asia15.49%
Emerging Asia7.56%
Central/Latin America1.14%

Sector


Financials 18.75%
Industrials10.88%
Consumer Discretionary10.9%
Real Estate2.38%
Consumer Staples 7.33%
Materials 4.39%
Healthcare12.93%
Utilities3.5%
Technology19.04%
Energy3.18%
Communications6.71%

Top Holdings

Asset ClassWeight (%)
1. iShares GBP Ultrashort Bond UCITS ETF11.36%
2. iShares MSCI World SRI UCITS ETF11.08%
3. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF9.91%
4. iShares Core GBP Corp Bond UCITS ETF8.85%
5. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF8.76%
6. iShares Global Corp Bond UCITS ETF7.91%
7. iShares USD Treasury Bond 7-10yr UCITS ETF5.62%
8. iShares Asia Investment Grade Corp Bond UCITS ETF5.30%
9. iShares Edge MSCI World Quality Factor UCITS ETF4.14%
10. iShares Edge MSCI World Value Factor UCITS ETF4.08%