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.
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
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 GBP, EUR or AUD
2018 | 2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | -6.78 | 22.05 | 13.18 | 12.75 | -16.75 | 3.72 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 5.5% | 12.12% | 3.4% |
Equity | 71.66% | |
Fixed Income | 25.44% | |
Commodities | 2.38% | |
Cash | 0.53% |
North America | 59.62% | |
Greater Europe | 16.98% | |
Developed Asia | 14.51% | |
Emerging Asia | 8.05% | |
Central/Latin America | 0.84% |
Financials | 17.71% | |||||||
Industrials | 10.52% | |||||||
Consumer Discretionary | 11.42% | |||||||
Real Estate | 2.24% | |||||||
Consumer Staples | 4.79% | |||||||
Materials | 3.42% | |||||||
Healthcare | 11.25% | |||||||
Utilities | 2.75% | |||||||
Technology | 24.35% | |||||||
Energy | 2.28% | |||||||
Communications | 9.27% |
Asset Class | Weight (%) |
---|---|
1. Xtrackers MSCI World ESG UCITS ETF | 28.08% |
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 15.29% |
3. iShares Edge MSCI World Quality Factor UCITS ETF | 6.02% |
4. iShares Edge MSCI World Value Factor UCITS ETF | 6.01% |
5. iShares USD Treasury Bond 7-10yr UCITS ETF | 5.24% |
6. Xtrackers MSCI Emerging Markets ESG UCITS ETF | 5.21% |
7. Vanguard USD Corporate Bond UCITS ETF | 4.69% |
8. iShares Global Corp Bond UCITS ETF | 4.16% |
9. JPMorgan USD Ultra-Short Income UCITS ETF | 3.81% |
10. iShares Asia Investment Grade Corp Bond UCITS ETF | 2.62% |