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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.