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Global Sustainable Fixed Income

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

20172018201920202021YTD
Portfolio (%)5.01-1.7310.925.78-0.47-13.16
Annualized ReturnStandard DeviationDividend Yield
Portfolio0.68%4.23%5.4%

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.43%
Commodities0
Cash0.57%

Geo


America65.62%
Greater Europe11.02%
Asia Pacific17.63%
Central/Latin America1.6%
Africa/Middle East0.87%

Sector


Investment Grade75.73%
High Yield8.31%
Other15.94%

Top Holdings

Asset ClassWeight (%)
1. iShares USD Treasury Bond 7-10yr UCITS ETF22.47%
2. Vanguard USD Corporate Bond UCITS ETF18.69%
3. iShares Global Corp Bond UCITS ETF15.83%
4. JPMorgan USD Ultra-Short Income UCITS ETF15.22%
5. iShares Asia Investment Grade Corp Bond UCITS ETF9.84%
6. iShares JP Morgan EM Local Government Bond UCITS ETF7.23%
7. PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF6.30%
8. iShares China CNY Bond UCITS ETF3.86%