A core, globally diversified ETF strategy to own the market at low cost. 35/65 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
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, EUR or AUD
2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | 14.51 | 5.58 | 5.69 | -13.05 | 11.63 | 2.58 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 4.04% | 7.58% | 4% |
Equity | 35.61% | |
Fixed Income | 62.96% | |
Commodities | 0.94% | |
Cash | 0.49% |
North America | 63.22% | |
Greater Europe | 16.57% | |
Asia | 18.27% | |
Central/Latin America | 0.79% |
Financials | 17.79% | |||||||
Industrials | 9.85% | |||||||
Consumer Discretionary | 11.08% | |||||||
Real Estate | 2.12% | |||||||
Consumer Staples | 4.43% | |||||||
Materials | 3.3% | |||||||
Healthcare | 10.56% | |||||||
Utilities | 1.41% | |||||||
Technology | 24.04% | |||||||
Energy | 1.81% | |||||||
Communications | 8.06% |
Asset Class | Weight (%) |
---|---|
1. iShares USD Treasury Bond 7-10yr UCITS ETF | 15.06% |
2. Xtrackers MSCI World ESG UCITS ETF | 14.78% |
3. iShares Global Corp Bond UCITS ETF | 10.30% |
4. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 7.90% |
5. iShares US Mortgage Backed Securities UCITS ETF | 7.55% |
6. iShares Asia Investment Grade Corp Bond UCITS ETF | 6.36% |
7. Vanguard USD Corporate Bond UCITS ETF | 6.30% |
8. iShares USD Corp Bond Interest Rate Hedged UCITS ETF | 4.95% |
9. iShares USD Treasury Bond 20+yr UCITS ETF | 4.65% |
10. Xtrackers USD High Yield Corporate Bond UCITS ETF | 4.09% |