Inflation Hedge 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. 

Portfolio Performance
Inception Date:2020-07-31
Currency:USD
As Of:2021-10-31
2020YTD
Portfolio(%) 14.9514.47
Annualized ReturnStandard Deviation
Portfolio 24.62% 21.11%
  • 2020
    14.95
  • YTD
    14.47
  • Annualized Return
    24.62%
  • Standard Deviation
    21.11%
Allocation Breakdown
Asset Class
Commodities
99.51%
Cash
0.49%
Geography
Greater Europe
71.54%
America
25.56%
Sector
Broad Commodities
27.97%
Gold
18.79%
Silver
16.11%
Industrial Metals
10.99%
Platinum
10.37%
Bitcoin
8.54%
Ethereum
6.75%
Top Holdings
Position
Weight(%)
1.  
Wisdomtree Enhanced Commodity UCITS ETF
27.97
2.  
Invesco Physical Gold ETC
18.79
3.  
iShares Physical Silver ETC
16.11
4.  
WisdomTree Industrial Metals
10.99
5.  
iShares Physical Platinum ETC
10.37
Position
Weight(%)
6.  
WisdomTree Bitcoin
8.54
7.  
WisdomTree Ethereum
6.75