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Global Balanced ETF

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

Portfolio (%)22.0513.1812.75-16.7516.912.87
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income24.62%


North America62.5%
Greater Europe16.86%
Central/Latin America0.48%


Financials 17.9%
Consumer Discretionary11.03%
Real Estate2.03%
Consumer Staples 4.48%
Materials 3.33%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF30.08%
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF16.21%
3. iShares Edge MSCI World Quality Factor UCITS ETF6.34%
4. iShares Edge MSCI World Value Factor UCITS ETF6.06%
5. iShares USD Treasury Bond 7-10yr UCITS ETF5.52%
6. Xtrackers MSCI Emerging Markets ESG UCITS ETF4.95%
7. iShares Global Corp Bond UCITS ETF3.81%
8. iShares USD Treasury Bond 20+yr UCITS ETF3.07%
9. iShares US Mortgage Backed Securities UCITS ETF2.78%
10. Amundi MSCI World Financials UCITS ETF2.46%