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.
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 via our US site
International investors can also access this strategy in GBP, EUR or AUD
2018 | 2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | -5.19 | 14.51 | 5.58 | 5.69 | -13.05 | 1.68 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 3.12% | 7.72% | 4.3% |
Equity | 35.06% | |
Fixed Income | 63.28% | |
Commodities | 1.16% | |
Cash | 0.5% |
America | 57.61% | |
Greater Europe | 18.75% | |
Developed Asia | 14.92% | |
Emerging Asia | 7.86% | |
Central/Latin America | 0.87% |
Financials | 19.05% | |||||||
Industrials | 10.67% | |||||||
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. iShares USD Treasury Bond 7-10yr UCITS ETF | 14.43% |
2. Xtrackers MSCI World ESG UCITS ETF | 13.28% |
3. Vanguard USD Corporate Bond UCITS ETF | 12.36% |
4. iShares Global Corp Bond UCITS ETF | 10.85% |
5. JPMorgan USD Ultra-Short Income UCITS ETF | 7.47% |
6. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 7.27% |
7. iShares Asia Investment Grade Corp Bond UCITS ETF | 6.57% |
8. iShares JP Morgan EM Local Government Bond UCITS ETF | 5.11% |
9. Xtrackers USD High Yield Corporate Bond UCITS ETF | 3.95% |
10. iShares Edge MSCI World Quality Factor UCITS ETF | 2.92% |