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.
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
International investors can also access this strategy in AUD, GBP or EUR
2018 | 2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | -6.98 | 16.42 | 4.72 | 8.34 | -14.47 | 2.2 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 2.57% | 9.88% | 4.2% |
Equity | 47.41% | |
Fixed Income | 50.5% | |
Commodities | 1.57% | |
Cash | 0.52% |
North America | 59.62% | |
Greater Europe | 16.98% | |
Developed Asia | 14.51% | |
Emerging Asia | 8.05% | |
Central/Latin America | 0.84% |
Financials | 17.7% | |||||||
Industrials | 10.52% | |||||||
Consumer Discretionary | 11.42% | |||||||
Real Estate | 2.24% | |||||||
Consumer Staples | 4.79% | |||||||
Materials | 3.42% | |||||||
Healthcare | 11.25% | |||||||
Utilities | 2.75% | |||||||
Technology | 24.36% | |||||||
Energy | 2.28% | |||||||
Communications | 9.27% |
Asset Class | Weight (%) |
---|---|
1. Xtrackers MSCI World ESG UCITS ETF | 18.58% |
2. iShares USD Treasury Bond 7-10yr UCITS ETF | 10.40% |
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 10.11% |
4. Vanguard USD Corporate Bond UCITS ETF | 9.33% |
5. iShares Global Corp Bond UCITS ETF | 8.24% |
6. JPMorgan USD Ultra-Short Income UCITS ETF | 7.58% |
7. iShares Asia Investment Grade Corp Bond UCITS ETF | 5.20% |
8. iShares JP Morgan EM Local Government Bond UCITS ETF | 4.02% |
9. iShares Edge MSCI World Quality Factor UCITS ETF | 3.98% |
10. iShares Edge MSCI World Value Factor UCITS ETF | 3.98% |