Global Fixed Income ETF

by
Leo Wealth
No betting the farm or short-term trading: time in right parts of market, not 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.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)10.925.78-0.47-9.627.1-1.14
Annualized ReturnStandard DeviationDividend Yield
Portfolio1.45%4.37%5.4%

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.5%
Commodities0
Cash0.5%

Geo


North America76.07%
Greater Europe10.1%
Asia11.84%
Central/Latin America1.21%

Sector


Investment Grade72.6%
High Yield8.25%
Other19.15%

Top Holdings

Asset ClassWeight (%)
1. iShares USD Treasury Bond 7-10yr UCITS ETF23.66%
2. iShares Global Corp Bond UCITS ETF16.66%
3. iShares US Mortgage Backed Securities UCITS ETF12.13%
4. iShares Asia Investment Grade Corp Bond UCITS ETF10.34%
5. Vanguard USD Corporate Bond UCITS ETF10.05%
6. iShares USD Corp Bond Interest Rate Hedged UCITS ETF8.16%
7. Xtrackers USD High Yield Corporate Bond UCITS ETF6.57%
8. iShares JP Morgan EM Local Government Bond UCITS ETF5.98%
9. iShares USD Treasury Bond 20+yr UCITS ETF5.95%

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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