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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

Portfolio (%)-5.1914.515.585.69-13.051.68
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income63.28%


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


Financials 19.05%
Consumer Discretionary10.48%
Real Estate2.41%
Consumer Staples 6.33%
Materials 3.87%

Top Holdings

Asset ClassWeight (%)
1. iShares USD Treasury Bond 7-10yr UCITS ETF14.43%
2. Xtrackers MSCI World ESG UCITS ETF13.28%
3. Vanguard USD Corporate Bond UCITS ETF12.36%
4. iShares Global Corp Bond UCITS ETF10.85%
5. JPMorgan USD Ultra-Short Income UCITS ETF7.47%
6. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF7.27%
7. iShares Asia Investment Grade Corp Bond UCITS ETF6.57%
8. iShares JP Morgan EM Local Government Bond UCITS ETF5.11%
9. Xtrackers USD High Yield Corporate Bond UCITS ETF3.95%
10. iShares Edge MSCI World Quality Factor UCITS ETF2.92%