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Global Sustainable Conservative

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

20172018201920202021YTD
Portfolio (%)11.2-5.1914.515.585.69-16.61
Annualized ReturnStandard DeviationDividend Yield
Portfolio2.51%7.63%4.4%

Allocation Breakdown

Asset Class


Equity33.94%
Fixed Income64.25%
Commodities1.29%
Cash0.53%

Geo


America59.48%
Greater Europe17.27%
Developed Asia14.52%
Emerging Asia7.78%
Central/Latin America0.95%

Sector


Financials 19.16%
Industrials10.73%
Consumer Discretionary10.32%
Real Estate2.39%
Consumer Staples 6.81%
Materials 3.3%
Healthcare14.43%
Utilities3.05%
Technology20.15%
Energy1.18%
Communications8.47%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF20.20%
2. iShares USD Treasury Bond 7-10yr UCITS ETF15.06%
3. Vanguard USD Corporate Bond UCITS ETF12.47%
4. iShares Global Corp Bond UCITS ETF10.70%
5. JPMorgan USD Ultra-Short Income UCITS ETF7.90%
6. iShares Asia Investment Grade Corp Bond UCITS ETF6.56%
7. iShares JP Morgan EM Local Government Bond UCITS ETF4.87%
8. PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF4.13%
9. iShares Edge MSCI World Quality Factor UCITS ETF2.87%
10. iShares Edge MSCI World Value Factor UCITS ETF2.70%