Master portfolios to beat Hargreaves Lansdown’s

(Back to Medium Risk / UK&USA)

Medium Risk/ UK & USA model portfolio / ESG

This master portfolio is for ‘Adventurous’ UK investors (those prepared to risk losing value in the hope of getting higher long term returns), wanting to invest in a diversified portfolio across the UK & USA markets, who want to invest in ESG investments only.

This investment master portfolio contains 4 ETFs:

ETFWeightingAnnual yield, %Annual expenses, %
UKSR: UBS MSCI UK IMI Socially Responsible Equities ETF15%5%0.28%
SUUS: iShares MSCI USA SRI ETF45%4%0.20%
VUTY: Vanguard US Treasury bonds ETF20%2%0.07%
IGLT: iShares UK Gilts ETF20%1%0.07%

This portfolio has 60% equities, split 3:1 USA: UK. This represents slightly more investment in the UK’s FTSE than the global average. These SRI ETFs track the biggest companies in the index – which constitute over 80% of the total stock market.

The bond portion of this master portfolio is invested 50:50 into US Government bonds and UK Government 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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