60/40 Global Reference Portfolio [.6040REF]

Portfolio Description

Elston Portfolio Code .6040REF

Portfolio Objective
Basic global portfolio for maximum diversification with minimum number of holdings

Porfolio construction
1. Fixed 60/40 global equity/bond allocation
2. DM+EM equities, global aggregate bonds
3. 2-line portfolio

Key Points
1. Reference portfolio
2. Broad diversification within asset classes
3. 2-line portfolio to reduce trading costs

About Elston Model Portfolios
Elston Model Portfolios are research portfolios developed for asset owners and asset managers.
For more information, visit the ElstonETF website.
All trademarks are the property of their respective owners. Usage does not imply endorsement.  Publication of this research portfolio does not constitute an advertisement or financial promotion. It is provided for informational purposes only and is not intended to be an offer or solicitation, or the basis for any contract to purchase or sell any security or other instrument, or for Elston Consulting Limited to enter into or arrange any type of transaction as a consequence of any information contained herein.  Elston Consulting Limited registered in England & Wales, registration number 07125478, registered office 42 Brook Street, London W1K 5DB.  © Elston Consulting Limited. All rights reserved.

Fund fees
Return 1 year
Volatility 1 year
No. of funds
Risk category
Allocation in detail
Asset class / Fund name Chart 4 weeks TER
in % p.a.
in %
Equity, World
Show fund selection
Chart 4 weeks 0.25% 60.00%
Bonds, World, Aggregate, All maturities
Show fund selection
Chart 4 weeks 0.10% 40.00%
Portfolio   0.19% 100.00%
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