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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 (%)-6.7822.0513.1812.75-16.753.24
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income23.51%


Greater Europe18.75%
Developed Asia14.92%
Emerging Asia7.86%
Central/Latin America0.87%


Financials 19.06%
Consumer Discretionary10.48%
Real Estate2.41%
Consumer Staples 6.33%
Materials 3.87%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF27.87%
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF15.26%
3. iShares Edge MSCI World Quality Factor UCITS ETF6.12%
4. iShares Edge MSCI World Value Factor UCITS ETF6.07%
5. Xtrackers MSCI Emerging Markets ESG UCITS ETF5.93%
6. iShares USD Treasury Bond 7-10yr UCITS ETF5.56%
7. Vanguard USD Corporate Bond UCITS ETF4.76%
8. iShares Global Corp Bond UCITS ETF4.18%
9. Invesco EQQQ Nasdaq-100 UCITS ETF2.71%
10. iShares Core MSCI Japan IMI UCITS ETF2.67%