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Passive Investing
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3 ways to create a global equities portfolio

using NZX-New Zealand Exchange's ETFs, without the need to send resources overseas.

With only 1 ETF:

DEVELOPED+EMERGING MARKETS

  • TOTAL WORLD ETF (TWF)

The Smartshares Total World ETF invets in the Vanguard Total World Stock ETF, which is designed to track the return on the FTSE Global All Cap Index.
Expense ratio: 0.40$ per year.
Alternative:
  • TOTAL WORLD (NZD HEDGED) ETF (TWH)
The Smartshares Total World (NZD Hedged)ETF invests in the Vanguard Total World  StockETF, which is designed to track the return on the FTSE Global All Cap index.
Expense ratio:0.46% per year

DEVELOPED MARKETS (+ESG)

GLOBAL EQUITIES ESG ETF(ESG)
The Smartshares Global Equites ESG ETF invests in the IShares MSCI World ESG Screened UCITS ETF USD (Acc), wich is designed to track the return on the MSCI World ESG Screened Index.
Expense ratio:0.54% per year.

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With 4 ETFs (0.43% expense ratio):

60% in United States

  • US EQUITIES ESG ETF (USA)

The Smartshares US Equities ESG ETF invests in the iShares MSCI USA ESG Screened UCITS ETF USD (Acc), which is designed to track the return on the MSCI USA ESG Screened Index.

Expense ratio: 0.34% per year.
Alternative: 

  • US 500 ETF (USF)

The Smartshares US 500 ETF invests in the Vanguard S&P 500 ETF, which is designed to track the return on the S&P 500 Index.
 
Expense ratio: 0.34% per year.

20% in Europe

  • EUROPE EQUITIES ESG ETF (EUG)

The Smartshares Europe Equities ESG ETF invests in the iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc), which is designed to track the return on the MSCI Europe ESG Screened Index.

Expense ratio: 0.55% per year. 
Alternative:

  • EUROPE ETF (EUF)

The Smartshares Europe ETF invests in the Vanguard FTSE Europe ETF, which is designed to track the return on the FTSE Developed Europe All Cap Index.

Expense ratio: 0.55% per year. 
 

10% in Emerging Markets

  • EMERGING MARKETS EQUITIES ESG ETF (EMG)

The Smartshares Emerging Markets Equities ESG ETF (EMG) invests in the iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc), which is designed to track the return on the MSCI EM IMI ESG Screened Index.
Expense ratio: 0.59% per year. 

Alternative: 

  • EMERGING MARKETS ETF (EMF)

The Smartshares Emerging Markets ETF invests in the Vanguard FTSE Emerging Markets ETF, which is designed to track the return on the FTSE Emerging Markets All Cap China A Inclusion Index. 
Expense ratio: 0.59% per year. 

10% in Asia Pacific

  • ASIA PACIFIC ETF (APA)

The Smartshares Asia Pacific ETF invests in the Vanguard FTSE Pacific ETF, which is designed to track the return on the FTSE Developed Asia Pacific All Cap Index. 

Expense ratio: 0.55% per year. 

WHO WE ARE:

TRENDSET Financial Education. www.trendsetconsulting.com
Hamilton, New Zealand
+64 212284022arthur@trendset.com.brPodcast: anchor.fm/TRENDSETConsulting
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