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Global Fixed Income ETF

No betting the farm or short-term trading: time in right parts of market, not timing the market.

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

PrintFact Sheet

Portfolio Performance

20192020202120222023YTD
Portfolio (%)10.925.78-0.47-9.627.1-0.23
Annualized ReturnStandard DeviationDividend Yield
Portfolio1.57%4.33%5%

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.52%
Commodities0
Cash0.48%

Geo


North America70.29%
Greater Europe11.39%
Asia13.83%
Central/Latin America1.64%

Sector


Investment Grade80.89%
High Yield8.55%
Other11.02%

Top Holdings

Asset ClassWeight (%)
1. iShares USD Treasury Bond 7-10yr UCITS ETF20.27%
2. Vanguard USD Corporate Bond UCITS ETF18.71%
3. iShares Global Corp Bond UCITS ETF16.62%
4. JPMorgan USD Ultra-Short Income UCITS ETF14.13%
5. iShares Asia Investment Grade Corp Bond UCITS ETF10.21%
6. iShares JP Morgan EM Local Government Bond UCITS ETF7.95%
7. Xtrackers USD High Yield Corporate Bond UCITS ETF6.66%
8. iShares USD Treasury Bond 20+yr UCITS ETF4.96%