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
2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | 14.51 | 5.58 | 5.69 | -13.05 | 11.63 | 0.73 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 3.87% | 7.6% | 4.1% |
Equity | 34.87% | |
Fixed Income | 63.71% | |
Commodities | 0.92% | |
Cash | 0.5% |
North America | 62.84% | |
Greater Europe | 16.45% | |
Asia | 18.78% | |
Central/Latin America | 0.49% |
Financials | 17.53% | |||||||
Industrials | 9.84% | |||||||
Consumer Discretionary | 11.06% | |||||||
Real Estate | 2.13% | |||||||
Consumer Staples | 4.4% | |||||||
Materials | 3.15% | |||||||
Healthcare | 10.62% | |||||||
Utilities | 1.38% | |||||||
Technology | 24.04% | |||||||
Energy | 1.76% | |||||||
Communications | 8.35% |
Asset Class | Weight (%) |
---|---|
1. iShares USD Treasury Bond 7-10yr UCITS ETF | 15.19% |
2. Xtrackers MSCI World ESG UCITS ETF | 14.46% |
3. iShares Global Corp Bond UCITS ETF | 10.56% |
4. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 7.74% |
5. iShares US Mortgage Backed Securities UCITS ETF | 7.60% |
6. iShares Asia Investment Grade Corp Bond UCITS ETF | 6.42% |
7. Vanguard USD Corporate Bond UCITS ETF | 6.34% |
8. iShares USD Corp Bond Interest Rate Hedged UCITS ETF | 5.05% |
9. iShares USD Treasury Bond 20+yr UCITS ETF | 4.68% |
10. Xtrackers USD High Yield Corporate Bond UCITS ETF | 4.10% |