(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:
|ETF||Weighting||Annual yield, %||Annual expenses, %|
|SUWS: iShares Sustainable World ETF||30%||2%||0.20%|
|VUTY: Vanguard US Treasury Bonds ETF||30%||2.3%||0.07%|
|IGLT: iShares UK Gilts ETF||30%||1.1%||0.07%|
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.