No betting the farm or short-term trading: time in right parts of market, not timing the market.
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
2018 | 2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | -1.73 | 10.92 | 5.78 | -0.47 | -9.62 | 3.25 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 1.32% | 4.24% | 5.1% |
Equity | ||
Fixed Income | 99.46% | |
Commodities | ||
Cash | 0.54% |
North America | 62.52% | |
Greater Europe | 11.07% | |
Asia Pacific | 18.02% | |
Central/Latin America | 1.78% | |
Africa/Middle East | 0.91% |
Investment Grade | 73.79% | |||||||
High Yield | 8.26% | |||||||
Other | 17.94% |
Asset Class | Weight (%) |
---|---|
1. iShares USD Treasury Bond 7-10yr UCITS ETF | 21.52% |
2. Vanguard USD Corporate Bond UCITS ETF | 18.69% |
3. iShares Global Corp Bond UCITS ETF | 16.40% |
4. JPMorgan USD Ultra-Short Income UCITS ETF | 14.45% |
5. iShares Asia Investment Grade Corp Bond UCITS ETF | 10.11% |
6. iShares JP Morgan EM Local Government Bond UCITS ETF | 8.30% |
7. Xtrackers USD High Yield Corporate Bond UCITS ETF | 6.24% |
8. iShares China CNY Bond UCITS ETF | 3.76% |