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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 GBP or EUR

PrintFact Sheet

Portfolio Performance

Portfolio (%)-6.9816.424.728.34-14.472.26
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income48.16%


Greater Europe18.76%
Developed Asia14.92%
Emerging Asia7.86%
Central/Latin America0.87%


Financials 19.07%
Consumer Discretionary10.48%
Real Estate2.41%
Consumer Staples 6.33%
Materials 3.87%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF18.83%
2. iShares USD Treasury Bond 7-10yr UCITS ETF11.14%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF10.32%
4. Vanguard USD Corporate Bond UCITS ETF9.52%
5. iShares Global Corp Bond UCITS ETF8.38%
6. JPMorgan USD Ultra-Short Income UCITS ETF5.13%
7. iShares Asia Investment Grade Corp Bond UCITS ETF5.08%
8. iShares Edge MSCI World Quality Factor UCITS ETF4.14%
9. iShares Edge MSCI World Value Factor UCITS ETF4.10%
10. Xtrackers MSCI Emerging Markets ESG UCITS ETF4.01%