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Global Sustainable Equity

A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market – this strategy is at the core of many of our clients’ portfolios.

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 (%)24.82-8.4527.0314.7117.05-22.3
Annualized ReturnStandard DeviationDividend Yield
Portfolio6.92%15.75%2.6%

Allocation Breakdown

Asset Class


Equity96.27%
Fixed Income0
Commodities3.2%
Cash0.53%

Geo


America59.5%
Greater Europe17.24%
Developed Asia14.52%
Emerging Asia7.79%
Central/Latin America0.95%

Sector


Financials 19.17%
Industrials10.73%
Consumer Discretionary10.32%
Real Estate2.39%
Consumer Staples 6.81%
Materials 3.3%
Healthcare14.43%
Utilities3.05%
Technology20.16%
Energy1.18%
Communications8.47%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF57.31%
2. iShares Edge MSCI World Quality Factor UCITS ETF8.13%
3. iShares Edge MSCI World Value Factor UCITS ETF7.67%
4. Xtrackers MSCI Emerging Markets ESG UCITS ETF6.96%
5. Invesco EQQQ Nasdaq-100 UCITS ETF3.68%
6. iShares Global Clean Energy UCITS ETF3.43%
7. iShares Core MSCI Japan IMI UCITS ETF3.38%
8. Wisdomtree Enhanced Commodity UCITS ETF3.20%
9. Lyxor MSCI World Financials TR UCITS ETF3.09%
10. Premia CSI Caixin China New Economy ETF2.61%