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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 (%)-8.4527.0314.7117.05-18.8816.95
Annualized ReturnStandard DeviationDividend Yield
Portfolio9.4%15.6%2.3%

Allocation Breakdown

Asset Class


Equity97.24%
Fixed Income0
Commodities2.2%
Cash0.55%

Geo


North America59.48%
Greater Europe17.45%
Developed Asia15.12%
Emerging Asia7.11%
Central/Latin America0.84%

Sector


Financials 17.09%
Industrials11.33%
Consumer Discretionary11.16%
Real Estate2.24%
Consumer Staples 4.83%
Materials 3.55%
Healthcare11.8%
Utilities2.89%
Technology24.48%
Energy1.96%
Communications8.65%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG International Stock ETF25.90%
2. Vanguard ESG US Stock ETF22.06%
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF13.35%
4. Avantis US Equity ETF11.95%
5. Invesco QQQ Trust Series 14.18%
6. iShares MSCI International Quality Factor ETF4.04%
7. iShares MSCI International Value Factor ETF3.94%
8. JPMorgan BetaBuilders Japan ETF3.63%
9. iShares Global Financials ETF2.84%
10. iShares Global Clean Energy ETF2.74%