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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 (%)-5.1914.515.585.69-13.058.1
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income60.99%


North America59.49%
Greater Europe17.45%
Developed Asia15.12%
Emerging Asia7.1%
Central/Latin America0.84%


Financials 17.08%
Consumer Discretionary11.16%
Real Estate2.24%
Consumer Staples 4.84%
Materials 3.55%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF14.48%
2. iShares USD Treasury Bond 7-10yr UCITS ETF13.66%
3. Vanguard USD Corporate Bond UCITS ETF11.82%
4. iShares Global Corp Bond UCITS ETF10.50%
5. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF7.88%
6. JPMorgan USD Ultra-Short Income UCITS ETF7.09%
7. iShares Asia Investment Grade Corp Bond UCITS ETF6.39%
8. iShares JP Morgan EM Local Government Bond UCITS ETF5.29%
9. Xtrackers USD High Yield Corporate Bond UCITS ETF3.88%
10. iShares Edge MSCI World Quality Factor UCITS ETF3.18%