(Back to Conservative / UK&USA)
Conservative / UK & USA / ESG
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, who want to invest in ESG investments only.
This investment master portfolio contains 4 ETFs, and a healthy cash buffer:
|ETF||Weighting||Annual yield, %||Annual expenses, %|
|UKSR: UBS MSCI UK IMI Socially Responsible Equities ETF||15%||5%||0.28%|
|SUUS: iShares MSCI USA SRI ETF||15%||4%||0.20%|
|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 ‘socially responsible’ 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.