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Global Conservative ETF

A core, globally diversified ETF strategy to own the market at low cost. 35/65 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 via our US site

International investors can also access this strategy in GBPEUR or AUD

PrintFact Sheet

Portfolio Performance

20192020202120222023YTD
Portfolio (%)14.515.585.69-13.0511.63-0.06
Annualized ReturnStandard DeviationDividend Yield
Portfolio3.72%7.58%4.3%

Allocation Breakdown

Asset Class


Equity35.51%
Fixed Income62.99%
Commodities1%
Cash0.5%

Geo


North America62.5%
Greater Europe16.86%
Asia18.68%
Central/Latin America0.48%

Sector


Financials 17.9%
Industrials9.94%
Consumer Discretionary11.03%
Real Estate2.03%
Consumer Staples 4.48%
Materials 3.33%
Healthcare10.61%
Utilities1.47%
Technology23.31%
Energy1.89%
Communications8.34%

Top Holdings

Asset ClassWeight (%)
1. iShares USD Treasury Bond 7-10yr UCITS ETF14.98%
2. Xtrackers MSCI World ESG UCITS ETF14.65%
3. iShares Global Corp Bond UCITS ETF10.34%
4. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF7.90%
5. iShares US Mortgage Backed Securities UCITS ETF7.52%
6. iShares Asia Investment Grade Corp Bond UCITS ETF6.44%
7. Vanguard USD Corporate Bond UCITS ETF6.27%
8. iShares USD Corp Bond Interest Rate Hedged UCITS ETF5.10%
9. iShares USD Treasury Bond 20+yr UCITS ETF4.47%
10. Xtrackers USD High Yield Corporate Bond UCITS ETF4.14%