Core portfolios comprise stock, bond, and gold ETFs that aim to provide global diversification and better risk-adjusted returns.
The portfolios are constructed using an Asset Class Risk Budgeting approach to achieve a relatively stable asset allocation, making them ideal for passive investing.
The equity component of the Core portfolios are further optimized using Smart Beta factors namely growth, large-cap and low-volatility factors. To improve risk-adjusted returns, the Core portfolios also hold an increased exposure to technology and Chinese stocks.
Clients can choose from three different Core portfolio types depending on their investment goals, time horizon and risk appetite:
- Core Defensive
- Core Balanced
- Core Growth