sustainable ETF portfolios
we offer 6 global, sustainable portfolios consisting of highly liquid ETFs. We have generated outstanding performance over the last 13 years
download factsheetsustainable ETF portfolio objectives
our ETF portfolios are graded across the risk spectrum, and provide a fully diversified, cost-effective and completely transparent solution for your core portfolio. All of our sustainable ETF portfolios offer daily liquidity, meaning that investors can buy or sell any day, with no lock-in or penalty
we use a selection of technical trading signals for our ETF selection. Over the last 15 years, we have consistently generated outstanding performance. We have significantly outperformed the benchmark in all but one of our sustainable ETF portfolios:
| bonds | equities | commodities | property | |
|---|---|---|---|---|
| conservative | 60% | 30% | 5% | 5% |
| balanced | 40% | 40% | 8% | 10% |
| growth | 0% | 90% | 0% | 0% |
WHAT are the advantages of our sustainable portfolios
low cost
offering much better value than traditional funds, ETFs typically cost investors 0.1% – 0.2% per annum. Using these ETFs, we construct ready-made sustainable portfolios for investors of all types
liquidity
ETFs are highly liquid, meaning there are high trading volumes and they can be bought and sold even in times of market turbulence. All our portfolios offer 24-hour encashment to investors
diversification
ETFs can reduce the overall volatility of your portfolio through diversification. Our sustainable ETF portfolios are all globally diversified amongst the major asset classes (equities, bonds, commodities etc.).
transparency
ETFs are completely transparent. Data for their holdings, their performance and their costs are updated daily. This means you can always see exactly what you own in your ETF portfolio
HOW to invest in our sustainable portfolios
within a UBS-issued Certificate (AMC)
Our UBS-issued Certificates have a Swiss ISIN and are available in USD, GBP and EUR classes. All have 24-hour liquidity and daily pricing. Minimum investment USD 10,000 or equivalent. Our AMCs are available via your bank/broker such as Swissquote or UBS. Contact [email protected] for further details.
within a managed account
the client (be it a person, corporation or trust) has full control and ownership of their account at all times. Managed accounts offer the ability to withdraw up to 70% of the account value as a cash loan, at highly competitive interest rates. Managed accounts are available with InteractiveBrokers or Swissquote. Contact [email protected] for further details.
on the Novia Global investment platform
our ETF portfolios are available as models for advisors to use on the leading Novia Global investment platform. Novia combines the latest in platform technology, online functionality, investment choice and management information. The platform gives advisers complete control over their clients’ investments, with full visibility in real-time.