GBP 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

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

  • 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;

Not betting the farm or short-term trading; time in right parts of the market, not timing the market

International investors can also access this strategy in USDEUR or AUD.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)20.532.6418.73-10.8116.386.64
Annualized ReturnStandard DeviationDividend Yield
Portfolio7.97%14.4%2.2%

Allocation Breakdown

Asset Class


Equity94.56%
Fixed Income2.33%
Commodities2.68%
Cash0.44%

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 ETF21.61%
2. UBS Irl ETF Plc - MSCI ACWI ESG Universal Low Carbon Select UCITS ETF20.35%
3. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF17.89%
4. iShares Edge MSCI World Quality Factor UCITS ETF8.48%
5. iShares Edge MSCI World Value Factor UCITS ETF8.02%
6. iShares MSCI EM SRI UCITS ETF6.11%
7. Amundi MSCI World Financials UCITS ETF3.28%
8. Invesco EQQQ Nasdaq-100 UCITS ETF3.18%
9. iShares Core MSCI Japan IMI UCITS ETF2.99%
10. Wisdomtree Enhanced Commodity UCITS ETF2.68%

Related Investments

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.

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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