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Global Sustainable Moderate

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

20172018201920202021YTD
Portfolio (%)10.16-6.9816.424.728.34-18.01
Annualized ReturnStandard DeviationDividend Yield
Portfolio1.87%10.04%4%

Allocation Breakdown

Asset Class


Equity48.44%
Fixed Income49.2%
Commodities1.84%
Cash0.51%

Geo


America59.48%
Greater Europe17.25%
Developed Asia14.52%
Emerging Asia7.8%
Central/Latin America0.95%

Sector


Financials 19.17%
Industrials10.73%
Consumer Discretionary10.32%
Real Estate2.39%
Consumer Staples 6.81%
Materials 3.3%
Healthcare14.43%
Utilities3.04%
Technology20.15%
Energy1.18%
Communications8.47%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF28.84%
2. iShares USD Treasury Bond 7-10yr UCITS ETF11.70%
3. Vanguard USD Corporate Bond UCITS ETF9.67%
4. iShares Global Corp Bond UCITS ETF8.32%
5. JPMorgan USD Ultra-Short Income UCITS ETF5.46%
6. iShares Asia Investment Grade Corp Bond UCITS ETF5.11%
7. iShares Edge MSCI World Quality Factor UCITS ETF4.09%
8. iShares Edge MSCI World Value Factor UCITS ETF3.86%
9. iShares JP Morgan EM Local Government Bond UCITS ETF3.77%
10. Xtrackers MSCI Emerging Markets ESG UCITS ETF3.51%