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
2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | 10.92 | 5.78 | -0.47 | -9.62 | 7.1 | -0.36 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 1.54% | 4.34% | 5.17% |
Equity | ||
Fixed Income | 99.5% | |
Commodities | ||
Cash | 0.5% |
North America | 76.33% | |
Greater Europe | 9.64% | |
Asia | 11.72% | |
Central/Latin America | 1.23% |
Investment Grade | 73.24% | |||||||
High Yield | 8.35% | |||||||
Other | 18.41% |
Asset Class | Weight (%) |
---|---|
1. iShares USD Treasury Bond 7-10yr UCITS ETF | 24.11% |
2. iShares Global Corp Bond UCITS ETF | 16.51% |
3. iShares US Mortgage Backed Securities UCITS ETF | 12.08% |
4. iShares Asia Investment Grade Corp Bond UCITS ETF | 10.18% |
5. Vanguard USD Corporate Bond UCITS ETF | 10.07% |
6. iShares USD Corp Bond Interest Rate Hedged UCITS ETF | 7.93% |
7. Xtrackers USD High Yield Corporate Bond UCITS ETF | 6.58% |
8. iShares USD Treasury Bond 20+yr UCITS ETF | 6.10% |
9. iShares JP Morgan EM Local Government Bond UCITS ETF | 5.93% |