(back to Conservative / Global)
Conservative / Global / Whole of market model portfolio
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, without any restrictions.
This investment portfolio contains 3 ETFs, and a healthy cash buffer:
|ETF||Weighting||Annual yield, %||Annual expenses, %|
|SLXX: iShares Corporate Bonds ETF||30%||2.3%||0.20%|
|VGOV: Vanguard UK Gilts ETF||30%||1%||0.07%|
The equity portfolio of this portfolio is invested in a global equity tracker.
The bond portion of this portfolio is invested half into UK Government bonds, and half into global corporate bonds.