(back to Medium Risk / Global)
Medium risk / Global master portfolio / ESG funds
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, who want to invest only in ethical / ESG funds.
This investment portfolio contains only 3 ETFs:
| ETF | Weighting | Annual yield, % | Annual expenses, % |
|---|---|---|---|
| SUWS: iShares Sustainable World ETF | 60% | 2% | 0.20% |
| VUTY: Vanguard US Treasury Bonds ETF | 20% | 2.3% | 0.07% |
| IGLT: iShares UK Gilts ETF | 20% | 1.1% | 0.07% |
The equity portfolio of this portfolio is invested in iShares’ Sustainable World equities tracker.
The bond portion of this master portfolio is invested 50:50 into US Government bonds and UK Government bonds.
FIRE v London 
Come on anon, let’s be polite. I thought it was fine.
(Should iShares Sustainable World ETF ticker be SUSW?)
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Rod – thanks for the support! SUWS is USD distributing class; SUSW is EUR Accumulating class. Obvs (not!).
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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.
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