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.
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
2018 | 2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | -8.45 | 27.03 | 14.71 | 17.05 | -18.88 | 4.22 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 7.93% | 15.82% | 2.5% |
Equity | 96.73% | |
Fixed Income | ||
Commodities | 2.81% | |
Cash | 0.46% |
America | 57.6% | |
Greater Europe | 18.75% | |
Developed Asia | 14.92% | |
Emerging Asia | 7.86% | |
Central/Latin America | 0.87% |
Financials | 19.07% | |||||||
Industrials | 10.67% | |||||||
Consumer Discretionary | 10.48% | |||||||
Real Estate | 2.41% | |||||||
Consumer Staples | 6.33% | |||||||
Materials | 3.87% | |||||||
Healthcare | 12.65% | |||||||
Utilities | 3.18% | |||||||
Technology | 20.96% | |||||||
Energy | 2.3% | |||||||
Communications | 8.09% |
Asset Class | Weight (%) |
---|---|
1. Xtrackers MSCI World ESG UCITS ETF | 36.73% |
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 19.99% |
3. iShares Edge MSCI World Quality Factor UCITS ETF | 8.06% |
4. iShares Edge MSCI World Value Factor UCITS ETF | 7.98% |
5. Xtrackers MSCI Emerging Markets ESG UCITS ETF | 7.79% |
6. Invesco EQQQ Nasdaq-100 UCITS ETF | 3.56% |
7. iShares Core MSCI Japan IMI UCITS ETF | 3.51% |
8. iShares Global Clean Energy UCITS ETF | 3.20% |
9. Lyxor MSCI World Financials TR UCITS ETF | 3.17% |
10. Wisdomtree Enhanced Commodity UCITS ETF | 2.81% |