Master portfolios to beat Hargreaves Lansdown’s

(back to Medium Risk / Global)

Medium risk/ Global master portfolio / Whole of market

This master portfolio is for ‘Medium risk’ UK investors (those prepared to experience some ups/downs in value, but not as much as the stock market), wanting to invest in a diversified global portfolio, without any restrictions.

This investment portfolio contains 3 ETFs:

ETFWeightingAnnual yield, %Annual expenses, %
VWRL60%5%0.09%
SLXX: iShares Corporate Bonds ETF20%2.3%0.20%
VGOV: Vanguard UK Gilts ETF20%1%0.07%

The equity portfolio of this portfolio is invested in a global equity tracker.

The bond portion of this portfolio is invested half into UK Government bonds, and half into global corporate bonds.

3 thoughts on “Master portfolios to beat Hargreaves Lansdown’s”

      1. Neat tool! My broker is quite expensive for fx which is a pity for SUWS / SUSW when so many other things are chewing away at returns.

        Liked by 1 person

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