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 | 3.24 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 5.93% | 12.29% | 3.2% |
Equity | 73.56% | |
Fixed Income | 23.51% | |
Commodities | 2.44% | |
Cash | 0.49% |
America | 57.6% | |
Greater Europe | 18.75% | |
Developed Asia | 14.92% | |
Emerging Asia | 7.86% | |
Central/Latin America | 0.87% |
Financials | 19.06% | |||||||
Industrials | 10.66% | |||||||
Consumer Discretionary | 10.48% | |||||||
Real Estate | 2.41% | |||||||
Consumer Staples | 6.33% | |||||||
Materials | 3.87% | |||||||
Healthcare | 12.65% | |||||||
Utilities | 3.18% | |||||||
Technology | 20.96% | |||||||
Energy | 2.3% | |||||||
Communications | 8.09% |
Asset Class | Weight (%) |
---|---|
1. Xtrackers MSCI World ESG UCITS ETF | 27.87% |
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 15.26% |
3. iShares Edge MSCI World Quality Factor UCITS ETF | 6.12% |
4. iShares Edge MSCI World Value Factor UCITS ETF | 6.07% |
5. Xtrackers MSCI Emerging Markets ESG UCITS ETF | 5.93% |
6. iShares USD Treasury Bond 7-10yr UCITS ETF | 5.56% |
7. Vanguard USD Corporate Bond UCITS ETF | 4.76% |
8. iShares Global Corp Bond UCITS ETF | 4.18% |
9. Invesco EQQQ Nasdaq-100 UCITS ETF | 2.71% |
10. iShares Core MSCI Japan IMI UCITS ETF | 2.67% |