IWG Balanced Portfolio SMAs
Investment Strategy
The IWG Balanced Portfolio is a diversified portfolio which is actively managed by IWG and includes financial instruments including equity as well as fixed income products, targeted at investors with a balanced risk attitude. The portfolio blends a strong equity focus (up to 70%) with fixed income, real estate, precious metals, and cash, limiting Emerging Markets equity to 30%. It’s designed for investors seeking growth and inflation protection through equity, while prioritizing lower volatility. The strategy features ongoing adjustments to geographic allocation, sectors, and asset classes to optimize performance.
Highlights
Asset Class
Global Equities, Fixed Income
Benchmark
Dow Jones Euro STOXX Index
Core S&P 500 Index
Bloomberg Barclays Aggregate Bond Index
Driver of Expected Return:
Security Selection
Management
Performance
As of 28/02/2025
Returns | YTD | 1 Year | 3 Years | Since Inception |
|---|---|---|---|---|
Dow Jones Euro STOXX Index | 11.02% | 15.82% | 12.07% | 15.66% |
Bloomberg Barclays Global Aggregate Bond Index | 1.22% | 4.02% | -1.24% | -1.70% |
Core S&P 500 | 1.42% | 18.83% | 12.43% | 17.60% |
Balanced Portfolio | 2.85% | 14.22% | 6.83% | 7.90% |
Risk Metrics
As of 28/02/2025
Risk Metric | Balanced Portfolio | Benchmark |
|---|---|---|
Volatility | 9.53% | 10.93% |
Beta | 0.87 | 1.00 |
Sharpe | 0.61 | 0.56 |
Maximum Drawdown | 13.45% | 18.14% |
Market Capture Ratio | 1.35 | 1.00 |
Nothing contained in this site constitutes a solicitation to provide any investment advice or service or to purchase or sell any financial instruments. The material provided on this site is presented as of the date shown and "as is". IWG does not expressly or impliedly warrant the accuracy of the information provided on this site and expressly disclaims any warranties of fitness of this site for any particular purpose. This material reflects the opinion of the Brokerage company at the date of printing. The material is based upon information that we consider reliable, but we do not represent it is accurate, complete, valid or timely and it should not be relied on as such for any particular purpose.