GBP 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 right parts of market, not timing the market

Daily transparency and liquidity

Global exposure is implemented in USDEUR or AUD.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)17.654.0913.37-10.0613.684.82
Annualized ReturnStandard DeviationDividend Yield
Portfolio7.52%11.02%3%

Allocation Breakdown

Asset Class


Equity72.73%
Fixed Income24.77%
Commodities2.07%
Cash0.43%

Geo


North America60.38%
Greater Europe17.9%
Asia19.34%
Central/Latin America0.59%

Sector


Financials 17.74%
Industrials9.52%
Consumer Discretionary10.6%
Real Estate1.89%
Consumer Staples 5.67%
Materials 3.41%
Healthcare9.78%
Utilities1.88%
Technology23.01%
Energy3.32%
Communications7.16%

Top Holdings

Asset ClassWeight (%)
1. iShares MSCI World SRI UCITS ETF16.69%
2. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF15.69%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF13.73%
4. iShares Edge MSCI World Quality Factor UCITS ETF6.53%
5. iShares Edge MSCI World Value Factor UCITS ETF6.16%
6. iShares Core GBP Corp Bond UCITS ETF4.85%
7. iShares MSCI EM SRI UCITS ETF4.66%
8. iShares GBP Ultrashort Bond UCITS ETF4.51%
9. iShares Core UK Gilts UCITS ETF4.42%
10. iShares Global Corp Bond UCITS ETF3.67%

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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