(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, % |
|---|---|---|---|
| VWRL | 30% | 5% | 0.09% |
| SLXX: iShares Corporate Bonds ETF | 30% | 2.3% | 0.20% |
| VGOV: Vanguard UK Gilts ETF | 30% | 1% | 0.07% |
| Cash | 10% | 0% | 0% |
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.
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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