Core Equity100 is an all-equity portfolio for investors who want to maximise their exposure to global stocks.
The portfolio is constructed using equity exchange traded funds (ETFs) or index funds that collectively invest in over 5,800 stocks from the world’s top companies. These include Microsoft, Amazon, Facebook, Walmart, Alibaba, and more.
The global building blocks of your portfolio
Core Equity100 uses a number of broad-based ETFs to provide international diversification across US, China, Europe and other markets.
US market exposure
iShares Core S&P 500 UCITS ETF (CSPX). CSPX tracks the performance of the S&P 500 index. Its top holdings include Microsoft, Apple, and Amazon. As CSPX is domiciled in Ireland, it is more tax efficient compared to a US-domiciled ETF tracking the same index. This is because CSPX holds a dividend withholding tax of just 15%, rather than the usual tax rate of 30%.
Invesco QQQ. The QQQ tracks the performance of the Nasdaq-100 Index. Top holdings of QQQ include Apple, Microsoft,...