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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 (%)-6.9816.424.728.34-14.472.2
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income50.5%


North America59.62%
Greater Europe16.98%
Developed Asia14.51%
Emerging Asia8.05%
Central/Latin America0.84%


Financials 17.7%
Consumer Discretionary11.42%
Real Estate2.24%
Consumer Staples 4.79%
Materials 3.42%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF18.58%
2. iShares USD Treasury Bond 7-10yr UCITS ETF10.40%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF10.11%
4. Vanguard USD Corporate Bond UCITS ETF9.33%
5. iShares Global Corp Bond UCITS ETF8.24%
6. JPMorgan USD Ultra-Short Income UCITS ETF7.58%
7. iShares Asia Investment Grade Corp Bond UCITS ETF5.20%
8. iShares JP Morgan EM Local Government Bond UCITS ETF4.02%
9. iShares Edge MSCI World Quality Factor UCITS ETF3.98%
10. iShares Edge MSCI World Value Factor UCITS ETF3.98%