The Core ETF strategy is a comprehensive investment framework with the objective of principle protection and long-term growth. It is a standalone solution for long-term investors.
The evidence-based investment approach aims to benefit from long-term economic growth and preserve capital during global downturns. According to the business cycle’s respective stage, its asset allocation gets systematically rebalanced between global stocks and bonds. The strategy invests in global equity ETFs unless an economic downturn is very likely. Otherwise, a shift towards bond ETFs occurs to preserve capital.
Past results of the model portfolio are summarized below.
Warning: Past performance is not a reliable guide to future performance.
This webpage content is not intended to be comprehensive and is designed to provide summary interim information. It is not a recommendation or investment research and is classified as a marketing communication in accordance with the European Union (Markets in Financial Instruments) Regulations 2017. It does not constitute an offer or solicitation for the purchase or sale of any financial instrument, trading strategy, product or service and does not take into account the investment objectives, knowledge and experience or financial situation of any particular person. Investors should obtain advice based on their own individual circumstances from their own client adviser, where applicable, investment intermediary or other legal or tax advisor before making an investment decision. Further information in relation to the management of potential conflicts of interest is available upon request. These documents are available from ESI Analytics Limited, Merchants House, 27-30 Merchants Quay, Dublin 8, Ireland.
All performance figures are based on the Core ETF model portfolio displayed and updated on scienceinvesting.com. The model portfolio includes typical discount brokerage transaction costs and a 0.25% fee per quarter. This data should not be reproduced, published or disseminated in any manner. Although ESI Analytics Limited considers the data to be reliable, no warranty is given as to its accuracy or completeness. Any comparisons against indices are for illustrative purposes only.