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Global Sustainable Fixed Income (Tax-Aware)

No betting the farm or short-term trading: time in right parts of market, not timing the market.

Strategy Description

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 international investors, available in a non-US version. Please visit our international site for details.

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.43%
Commodities0
Cash0.57%

Geo


America71.37%
Greater Europe13.21%
Asia Pacific11.04%
Central/Latin America2.22%
Africa/ Middle East1.67%

Sector


Investment Grade55.46%
High Yield10.04%
Other34.48%

Top Holdings

Asset ClassWeight (%)
1. iShares 7-10 Year Treasury Bond ETF22.09%
2. iShares Interest Rate Hedged Corporate Bond ETF16.72%
3. iShares iBoxx $ Investment Grade Corporate Bond ETF15.62%
4. iShares Core International Aggregate Bond ETF14.77%
5. JPMorgan Ultra-Short Income ETF10.73%
6. iShares JP Morgan EM Corporate Bond ETF9.02%
7. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund6.20%
8. iShares JP Morgan EM Local Currency Bond ETF4.29%