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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

Portfolio (%)26.9814.6817.04-18.8920.267.9
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income2.33%


North America63.22%
Greater Europe16.57%
Central/Latin America0.79%


Financials 17.79%
Consumer Discretionary11.08%
Real Estate2.12%
Consumer Staples 4.43%
Materials 3.3%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF39.37%
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF21.01%
3. iShares Edge MSCI World Quality Factor UCITS ETF8.29%
4. iShares Edge MSCI World Value Factor UCITS ETF7.94%
5. Xtrackers MSCI Emerging Markets ESG UCITS ETF6.29%
6. Amundi MSCI World Financials UCITS ETF3.21%
7. Invesco EQQQ Nasdaq-100 UCITS ETF3.13%
8. iShares Core MSCI Japan IMI UCITS ETF3.07%
9. Wisdomtree Enhanced Commodity UCITS ETF2.53%
10. Xtrackers MSCI China UCITS ETF2.41%