(back to Medium Risk / Global)
Medium risk / Global 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.