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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

20192020202120222023YTD
Portfolio (%)14.785.317.96-9.2811.021.84
Annualized ReturnStandard DeviationDividend Yield
Portfolio4.24%8.58%3.5%

Allocation Breakdown

Asset Class


Equity49.49%
Fixed Income48.61%
Commodities1.44%
Cash0.46%

Geo


North America58.94%
Greater Europe18.64%
Asia19.92%
Central/Latin America0.5%

Sector


Financials 18.77%
Industrials10.22%
Consumer Discretionary11.85%
Real Estate2.01%
Consumer Staples 6.2%
Materials 3.64%
Healthcare10.41%
Utilities1.85%
Technology19.23%
Energy3.14%
Communications6.73%

Top Holdings

Asset ClassWeight (%)
1. iShares MSCI World SRI UCITS ETF11.43%
2. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF10.60%
3. iShares Core GBP Corp Bond UCITS ETF9.96%
4. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF9.28%
5. iShares GBP Ultrashort Bond UCITS ETF9.25%
6. iShares Core UK Gilts UCITS ETF9.25%
7. iShares Global Corp Bond UCITS ETF7.50%
8. iShares Edge MSCI World Quality Factor UCITS ETF4.39%
9. iShares Edge MSCI World Value Factor UCITS ETF4.21%
10. iShares USD Treasury Bond 20+yr UCITS ETF3.91%