Magwitch Managed ETF Portfolios
The Magwitch ETF Series consists of five risk-based multi asset portfolios which we offer in 3 different currencies. The objective of each Portfolio is to track their respective Morningstar Category Index. The portfolios seek to achieve their objective by investing in Exchange-Traded Funds (ETFs) that invest in equity securities of large, medium and small sized companies. A portion of the portfolio may be invested in ETFs that invest in fixed-income and money market securities. Through a combination of these low cost instruments and Morningstar’s researched asset allocations, our risk conscience portfolios provide index tracking solutions with returns that match the Morningstar Index returns. Each portfolio can hold up to seven ETF’s that are traded on different exchanges.
The Diversified Bond portfolio is suitable for the investor who wants a higher level of capital protection. Bonds have lower volatility with steady, regular income flows. The portfolio is only exposed to bonds denominated in the currency invested.
The Global Cautious portfolio has a 25% exposure to the Global Equity portfolio and a 75% exposure to the Diversified Bond portfolio. It is suitable for the conservative investor who is looking for a high degree of capital protection but at the same time wants some exposure to growth.
The Global Moderate portfolio has a 50% exposure to the Global Equity portfolio and a 50% exposure to the Diversified Bond portfolio. It is suitable for the moderate investor who wants to experience inflation beating returns at a reduced volatility.
The Global Growth portfolio has a 75% exposure to the Global Equity portfolio and a 25% exposure to the Diversified Bond portfolio. It is suitable for the long term investor who is looking to generate wealth. The exposure to the bonds adds beta and downside protection to the portfolio.
The Global Equity portfolio gives the investor the opportunity for the largest possible gain, but at the highest level of volatility. Over the long term equities will always be your leading asset class however they don’t deliver their gains in a straight line. The portfolio is exposed to the largest companies in the world, weighted based on their market capitalisation.