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Commodities

A diversified allocation to commodities, to provide an inflation benefit and to diversify from traditional stock and bond exposures.

Strategy Description

Exposure to commodities allows investors to take advantage of 4 key global trends:

  • Sustainability the move to carbon neutrality requires more copper, iron ore, silver, nickel, cobalt, aluminum, etc. This is positive for industrial metals and provides a long-term tailwind
  • Infrastructure the US needs to upgrade infrastructure and China has not developed many parts of the interior. Commodities are required for both countries’ growth / infrastructure plans.
  • Supply producers have carefully managed capex to improve bottom lines and ESG scores, as well as to prepare for a fossil-free world. This limited supply cannot be resolved overnight.
  • Inflation & USD weakness since commodities are finite and priced in USD, their inclusion in portfolios can improve returns in a world of monetary supply expansion and potential inflation.

This strategy invests across the commodity spectrum – precious and industrial metals, agriculture commodities and energy markets. Can be run with or without cryptocurrency exposure, which adds another dimension of diversification and exposure to a potential new asset class.

Daily transparency and liquidity; implementation is via low-cost ETFs to minimize costs

For US investors, available in a Tax-Aware approach. Please visit our US site for details. 

PrintFact Sheet

Portfolio Performance

202120222023YTD
Portfolio (%)10.27-5.342.76-1.6
Annualized ReturnStandard DeviationDividend Yield
Portfolio6.92%17.77%0%

Allocation Breakdown

Asset Class


Equity0
Fixed Income0
Commodities99.48%
Cash0.52%

Geo


North America37.21%
Greater Europe62.24%
Asia0
Central/Latin America0

Sector


Gold16.8%
Platinum6.79%
Silver11.62%
Industrial Metals19.36%
Bitcoin7.97%
Ethereum6.14%
Broad Commodities30.8%

Top Holdings

Asset ClassWeight (%)
1. Wisdomtree Enhanced Commodity UCITS ETF30.80%
2. WisdomTree Industrial Metals19.36%
3. Invesco Physical Gold ETC16.80%
4. iShares Physical Silver ETC11.62%
5. WisdomTree Physical Bitcoin7.97%
6. iShares Physical Platinum ETC6.79%
7. WisdomTree Physical Ethereum6.14%