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 | 16.95 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 9.4% | 15.6% | 2.3% |
Equity | 97.24% | |
Fixed Income | ||
Commodities | 2.2% | |
Cash | 0.55% |
North America | 59.48% | |
Greater Europe | 17.45% | |
Developed Asia | 15.12% | |
Emerging Asia | 7.11% | |
Central/Latin America | 0.84% |
Financials | 17.09% | |||||||
Industrials | 11.33% | |||||||
Consumer Discretionary | 11.16% | |||||||
Real Estate | 2.24% | |||||||
Consumer Staples | 4.83% | |||||||
Materials | 3.55% | |||||||
Healthcare | 11.8% | |||||||
Utilities | 2.89% | |||||||
Technology | 24.48% | |||||||
Energy | 1.96% | |||||||
Communications | 8.65% |
Asset Class | Weight (%) |
---|---|
1. Vanguard ESG International Stock ETF | 25.90% |
2. Vanguard ESG US Stock ETF | 22.06% |
3. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 13.35% |
4. Avantis US Equity ETF | 11.95% |
5. Invesco QQQ Trust Series 1 | 4.18% |
6. iShares MSCI International Quality Factor ETF | 4.04% |
7. iShares MSCI International Value Factor ETF | 3.94% |
8. JPMorgan BetaBuilders Japan ETF | 3.63% |
9. iShares Global Financials ETF | 2.84% |
10. iShares Global Clean Energy ETF | 2.74% |