(Back to Conservative / UK&USA)
Conservative / UK & USA / Whole of market
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 portfolio across the UK & USA markets, without any restrictions.
This investment portfolio contains 4 ETFs:
|ETF||Weighting||Annual yield, %||Annual expenses, %|
|VUKE: Vanguard FTSE-100 ETF||15%||5%||0.09%|
|IUSA: iShares S&P 500 ETF||15%||2%||0.07%|
|VUTY: Vanguard US Treasury bonds ETF||30%||2%||0.07%|
|IGLT: iShares UK Gilts ETF||30%||1%||0.07%|
This portfolio has only 30% equities, split 1:1 USA: UK. This represents significant ‘home bias’ towards the UK’s FTSE, compared to the global average. These ETFs track the biggest companies in the index – which constitute over 80% of the total stock market.
The bond portion of this master portfolio is invested 50:50 into US Government bonds and UK Government bonds.