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Global Sustainable Balanced

A core, globally diversified ETF strategy to own the market at low cost. 75/25 risk vs income assets. Focus on time in market, rather than timing the market.

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;

For US investors, portfolio can be implemented in a Tax-Aware approach. Please see details on our US site.

International investors can also access this strategy in GBPEUR or AUD

PrintFact Sheet

Portfolio Performance

20172018201920202021YTD
Portfolio (%)19.72-6.7822.0513.1812.75-20.23
Annualized ReturnStandard DeviationDividend Yield
Portfolio5.18%12.2%3.2%

Allocation Breakdown

Asset Class


Equity72.46%
Fixed Income24.24%
Commodities2.76%
Cash0.54%

Geo


America59.49%
Greater Europe17.24%
Developed Asia14.53%
Emerging Asia7.79%
Central/Latin America0.95%

Sector


Financials 19.16%
Industrials10.73%
Consumer Discretionary10.32%
Real Estate2.39%
Consumer Staples 6.81%
Materials 3.3%
Healthcare14.44%
Utilities3.05%
Technology20.16%
Energy1.18%
Communications8.47%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF43.14%
2. iShares Edge MSCI World Quality Factor UCITS ETF6.12%
3. iShares USD Treasury Bond 7-10yr UCITS ETF5.91%
4. iShares Edge MSCI World Value Factor UCITS ETF5.77%
5. Xtrackers MSCI Emerging Markets ESG UCITS ETF5.24%
6. Vanguard USD Corporate Bond UCITS ETF4.89%
7. iShares Global Corp Bond UCITS ETF4.20%
8. Invesco EQQQ Nasdaq-100 UCITS ETF2.78%
9. Wisdomtree Enhanced Commodity UCITS ETF2.76%
10. iShares Global Clean Energy UCITS ETF2.58%