AUD Global Moderate ETF

by
Leo Wealth
Broad participation in global risk assets such as stocks, bonds and commodities; Target a moderate risk profile of 35% risk and 65% income assets.

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)

Moderate portfolio targets a 35% / 65% risk to income assets ratio

ETF selection constantly reviewed for efficiency, keeping costs low – currently 0.2% to 0.25%

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 USD, EUR, and GBP.

Portfolio Performance

2019202020212022YTDYTD
Portfolio (%)17.115.099.53-14.0312.494.52
Annualized ReturnStandard DeviationDividend Yield
Portfolio6.66%7.08%3.5%

Allocation Breakdown

Asset Class


Equity49.58%
Fixed Income48.4%
Commodities1.57%
Cash0.46%

Geo


North America33.26%
Greater Europe34.76%
Asia30.61%
Central/Latin America0.3%

Sector


Financials 9.7%
Industrials4.26%
Consumer Discretionary4.85%
Real Estate1.02%
Consumer Staples 2.85%
Materials 1.89%
Healthcare5.23%
Utilities0.78%
Technology10.92%
Energy1.38%
Communications3.88%

Top Holdings

Asset ClassWeight (%)
1. iShares CORE Composite Bond ETF19.42%
2. Vanguard MSCI Index International Shares Hedged ETF17.49%
3. iShares Core Global Corporate Bond AUD Hedged ETF13.82%
4. Vanguard Ethically Conscious International Shares Index ETF11.88%
5. iShares JP Morgan USD Emerging Markets Bond AUD Hedged ETF8.65%
6. Vaneck Vectors MSCI World ex Australia Quality ETF4.43%
7. VanEck MSCI International Valu4.07%
8. BetaShares U.S. Treasury Bond 20+ Year ETF - Currency Hedged3.61%
9. Vanguard FTSE Emerging Markets ETF/Australia3.39%
10. iShares Global High Yield Bond AUD Hedged ETF2.90%

Related Investments

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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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