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Global Moderate ETF

A core, globally diversified ETF strategy to own the market at low cost. 50/50 risk vs income assets. Focus on time in market, rather than 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

  • 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

International investors can also access this strategy in AUDGBP or EUR

PrintFact Sheet

Portfolio Performance

Portfolio (%)16.424.728.34-14.4713.573.82
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income48.26%


North America63.22%
Greater Europe16.57%
Central/Latin America0.79%


Financials 17.79%
Consumer Discretionary11.08%
Real Estate2.12%
Consumer Staples 4.43%
Materials 3.3%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF20.75%
2. iShares USD Treasury Bond 7-10yr UCITS ETF11.38%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF11.07%
4. iShares Global Corp Bond UCITS ETF7.79%
5. iShares US Mortgage Backed Securities UCITS ETF5.80%
6. iShares Asia Investment Grade Corp Bond UCITS ETF4.81%
7. Vanguard USD Corporate Bond UCITS ETF4.76%
8. iShares Edge MSCI World Quality Factor UCITS ETF4.36%
9. iShares Edge MSCI World Value Factor UCITS ETF4.19%
10. iShares USD Treasury Bond 20+yr UCITS ETF4.09%