Global Conservative ETF

by
Leo Wealth
A core, globally diversified ETF strategy to own the market at low cost. 35/65 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 (%)14.515.585.69-13.0511.632.02
Annualized ReturnStandard DeviationDividend Yield
Portfolio3.91%7.57%4.2%

Allocation Breakdown

Asset Class


Equity35.89%
Fixed Income62.63%
Commodities0.99%
Cash0.49%

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 ETF14.85%
2. iShares USD Treasury Bond 7-10yr UCITS ETF14.70%
3. iShares Global Corp Bond UCITS ETF10.34%
4. JPMorgan Global Research Enhanced Index Equity ESG UCITS ETF7.97%
5. iShares US Mortgage Backed Securities UCITS ETF7.54%
6. iShares Asia Investment Grade Corp Bond UCITS ETF6.43%
7. Vanguard USD Corporate Bond UCITS ETF6.25%
8. iShares USD Corp Bond Interest Rate Hedged UCITS ETF5.07%
9. iShares USD Treasury Bond 20+yr UCITS ETF4.51%
10. Xtrackers USD High Yield Corporate Bond UCITS ETF4.07%

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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