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Global Equity ETF

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

20182019202020212022YTD
Portfolio (%)-8.4527.0314.7117.05-18.884.22
Annualized ReturnStandard DeviationDividend Yield
Portfolio7.93%15.82%2.5%

Allocation Breakdown

Asset Class


Equity96.73%
Fixed Income0
Commodities2.81%
Cash0.46%

Geo


America57.6%
Greater Europe18.75%
Developed Asia14.92%
Emerging Asia7.86%
Central/Latin America0.87%

Sector


Financials 19.07%
Industrials10.67%
Consumer Discretionary10.48%
Real Estate2.41%
Consumer Staples 6.33%
Materials 3.87%
Healthcare12.65%
Utilities3.18%
Technology20.96%
Energy2.3%
Communications8.09%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF36.73%
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF19.99%
3. iShares Edge MSCI World Quality Factor UCITS ETF8.06%
4. iShares Edge MSCI World Value Factor UCITS ETF7.98%
5. Xtrackers MSCI Emerging Markets ESG UCITS ETF7.79%
6. Invesco EQQQ Nasdaq-100 UCITS ETF3.56%
7. iShares Core MSCI Japan IMI UCITS ETF3.51%
8. iShares Global Clean Energy UCITS ETF3.20%
9. Lyxor MSCI World Financials TR UCITS ETF3.17%
10. Wisdomtree Enhanced Commodity UCITS ETF2.81%