Global 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
Fixed Income
99.51%
Cash
0.49%
Geography
America
62.02%
Greater Europe
18.63%
Asia Pacific
13.52%
Central/Latin America
3.68%
Africa/ Middle East
1.90%
Sector
Investment Grade
48.24%
Other
46.44%
High Yield
5.31%
Top Holdings
Position
Weight(%)
1.  
JPMorgan Ultra-Short Income ETF
19.49
2.  
iShares iBoxx $ Investment Grade Corporate Bond ETF
17.65
3.  
iShares Interest Rate Hedged Corporate Bond ETF
15.50
4.  
iShares Core International Aggregate Bond ETF
14.39
5.  
iShares TIPS Bond ETF
12.03
Position
Weight(%)
6.  
iShares JP Morgan EM Local Currency Bond ETF
10.49
7.  
iShares JP Morgan EM Corporate Bond ETF
9.95