A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market – this strategy is at the core of many of our clients’ portfolios.
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 (%) | 26.98 | 14.68 | 17.04 | -18.89 | 20.26 | 7.9 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 9.81% | 15.31% | 2.14% |
Equity | 94.71% | |
Fixed Income | 2.33% | |
Commodities | 2.53% | |
Cash | 0.43% |
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. Xtrackers MSCI World ESG UCITS ETF | 39.37% |
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF | 21.01% |
3. iShares Edge MSCI World Quality Factor UCITS ETF | 8.29% |
4. iShares Edge MSCI World Value Factor UCITS ETF | 7.94% |
5. Xtrackers MSCI Emerging Markets ESG UCITS ETF | 6.29% |
6. Amundi MSCI World Financials UCITS ETF | 3.21% |
7. Invesco EQQQ Nasdaq-100 UCITS ETF | 3.13% |
8. iShares Core MSCI Japan IMI UCITS ETF | 3.07% |
9. Wisdomtree Enhanced Commodity UCITS ETF | 2.53% |
10. Xtrackers MSCI China UCITS ETF | 2.41% |