(back to Conservative / Global)
Conservative / Global portfolio / ESG funds model portfolio
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.