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 GBP, EUR or AUD