Global Balanced ETF

by
Leo Wealth
A core, globally diversified ETF strategy to own the market at low cost. 75/25 risk vs income assets. Focus on time in market, rather than timing the market.

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;

For U.S. investors, the portfolio can be implemented in a Tax-Aware approach.

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

Portfolio Performance

20192020202120222023YTD
Portfolio (%)22.0513.1812.75-16.7516.915.57
Annualized ReturnStandard DeviationDividend Yield
Portfolio7.11%11.95%2.9%

Allocation Breakdown

Asset Class


Equity73.14%
Fixed Income24.35%
Commodities2.03%
Cash0.48%

Geo


North America62.79%
Greater Europe16.88%
Asia18.39%
Central/Latin America0.48%

Sector


Financials 17.84%
Industrials9.76%
Consumer Discretionary10.69%
Real Estate2.03%
Consumer Staples 4.36%
Materials 3.26%
Healthcare10.45%
Utilities1.5%
Technology24.3%
Energy1.8%
Communications8.4%

Top Holdings

Asset ClassWeight (%)
1. Xtrackers MSCI World ESG UCITS ETF30.30%
2. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF16.25%
3. iShares Edge MSCI World Quality Factor UCITS ETF6.44%
4. iShares Edge MSCI World Value Factor UCITS ETF6.06%
5. iShares USD Treasury Bond 7-10yr UCITS ETF5.38%
6. Xtrackers MSCI Emerging Markets ESG UCITS ETF4.86%
7. iShares Global Corp Bond UCITS ETF3.78%
8. iShares USD Treasury Bond 20+yr UCITS ETF3.07%
9. iShares US Mortgage Backed Securities UCITS ETF2.77%
10. Amundi MSCI World Financials UCITS ETF2.48%

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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