Master portfolios to beat Hargreaves Lansdown’s

(back to Conservative / Global)

Conservative / Global portfolio / ESG funds

This master portfolio is for conservative investors (those who want to minimise the risk of falls in value, and who are prepared to forego higher returns as a consequence), wanting to invest in a diversified global portfolio, who want to invest only in ethical / ESG funds.

This investment portfolio contains only 3 ETFs, and a cash buffer:

ETFWeightingAnnual yield, %Annual expenses, %
SUWS: iShares Sustainable World ETF30%2%0.20%
VUTY: Vanguard US Treasury Bonds ETF30%2.3%0.07%
IGLT: iShares UK Gilts ETF30%1.1%0.07%
Cash10%0%0%

The equity portfolio of this portfolio is invested in iShares’ Sustainable World equities tracker.

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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