AUD Global Balanced ETF

by
Leo Wealth
Broad participation in global risk assets such as stocks, bonds and commodities.

Strategy Description

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 the right parts of the market, not timing the market

Daily transparency and liquidity

Global exposure is implemented in USDGBP or EUR.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)20.425.214.97-14.3215.557.24
Annualized ReturnStandard DeviationDividend Yield
Portfolio8.73%9.23%2.9%

Allocation Breakdown

Asset Class


Equity72.36%
Fixed Income24.91%
Commodities2.29%
Cash0.44%

Geo


North America45.86%
Greater Europe24.84%
Asia27.67%
Central/Latin America0.44%

Sector


Financials 13.59%
Industrials6.23%
Consumer Discretionary7.09%
Real Estate1.48%
Consumer Staples 4.14%
Materials 2.77%
Healthcare7.67%
Utilities1.11%
Technology16.02%
Energy2.03%
Communications5.63%

Top Holdings

Asset ClassWeight (%)
1. Vanguard MSCI Index International Shares Hedged ETF25.52%
2. Vanguard Ethically Conscious International Shares Index ETF17.35%
3. iShares CORE Composite Bond ETF9.45%
4. iShares Core Global Corporate Bond AUD Hedged ETF6.73%
5. Vaneck Vectors MSCI World ex Australia Quality ETF6.46%
6. VanEck MSCI International Valu5.94%
7. Vanguard FTSE Emerging Markets ETF/Australia4.96%
8. iShares JP Morgan USD Emerging Markets Bond AUD Hedged ETF4.20%
9. BetaShares U.S. Treasury Bond 20+ Year ETF - Currency Hedged3.12%
10. BetaShares Australia 200 ETF2.96%

Related Investments

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We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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