AUD Global Equity ETF

by
Leo Wealth
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.

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 right parts of market, not timing the market

Daily transparency and liquidity

Global exposure is implemented in USDGBP or EUR.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)25.745.2421.37-14.6118.689.99
Annualized ReturnStandard DeviationDividend Yield
Portfolio11.35%12.35%2.3%

Allocation Breakdown

Asset Class


Equity93.96%
Fixed Income2.64%
Commodities2.98%
Cash0.43%

Geo


North America57.91%
Greater Europe15.37%
Asia24.84%
Central/Latin America0.57%

Sector


Financials 17.3%
Industrials8.13%
Consumer Discretionary9.23%
Real Estate1.93%
Consumer Staples 5.37%
Materials 3.62%
Healthcare10.01%
Utilities1.42%
Technology20.91%
Energy2.64%
Communications7.3%

Top Holdings

Asset ClassWeight (%)
1. Vanguard MSCI Index International Shares Hedged ETF33.14%
2. Vanguard Ethically Conscious International Shares Index ETF22.52%
3. Vaneck Vectors MSCI World ex Australia Quality ETF8.39%
4. VanEck MSCI International Valu7.71%
5. Vanguard FTSE Emerging Markets ETF/Australia6.44%
6. BetaShares Australia 200 ETF3.84%
7. BetaShares Global Banks ETF - Currency Hedged3.39%
8. Betashares Nasdaq 100 ETF - Currency Hedged3.15%
9. Global X Physical Precious Metals Basket2.98%
10. iShares MSCI Japan ETF/AU2.86%

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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