(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:
| ETF | Weighting | Annual yield, % | Annual expenses, % |
|---|---|---|---|
| UKSR: UBS MSCI UK IMI Socially Responsible Equities ETF | 15% | 5% | 0.28% |
| SUUS: iShares MSCI USA SRI ETF | 45% | 4% | 0.20% |
| VUTY: Vanguard US Treasury bonds ETF | 20% | 2% | 0.07% |
| IGLT: iShares UK Gilts ETF | 20% | 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.
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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