Introduction

ETFs have become a popular investment vehicle due to their flexibility, diversification, and cost-effectiveness. In this article, we introduce two new ETFs: the SPDR Bridgewater All Weather ETF (ALLW) and the Global Clean Energy Quality Fund (GCQF). We will explore their key compositions and tracking strategies.

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SPDR Bridgewater All Weather ETF (NASDAQ: ALLW)

Key Composition

• Stocks: Approximately 30% allocation to equities, including the SPDR Portfolio S&P 500 ETF (SPLG), SPDR Portfolio Emerging Markets ETF (SPEM), and SPDR S&P China ETF (GXC)
• Bonds: Around 55% allocation to long-term and intermediate-term treasury bonds, providing stability and cushioning against economic downturns
• Gold: 7.5% allocation as an inflation hedge and a possible safe haven during crises
• Commodities: 7.5% allocation for diversification and protection against inflationary spikes

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Fund Strategy

The ALLW ETF follows Ray Dalio's renowned "All Weather" strategy, which emphasises risk management through asset diversification. This approach is designed to perform well in any economic environment—whether it's boom, bust, inflation, or deflation.

The ETF is managed by State Street Global Advisors, with Bridgewater providing a daily model portfolio to guide trades.

You can read more about ALLW’s fund details and management fees here.

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Global Equities Complex ETF (ASX: GCQF)

GCQF is an actively managed ETF aiming to replicate the investment strategy and performance of the P Class Flagship Fund run by GCQ.

GCQ is a managed fund founded in 2021 with their headquarter at Sydney. The fund name represents Global, Concentrated, and Quality.

Key Composition

• Global Equity Securities: The ETF primarily invests in a concentrated portfolio of high-quality global equity securities designed to deliver compound risk-adjusted returns while preserving capital over the long term
• Geographic Diversification: The fund includes companies from various regions to mitigate regional risks and capitalise on global market trends
• Quality Focus: Emphasis on companies with strong brands (eg. Monopoly or duopoly) with strong pricing power.

Fund Strategy

Designed to deliver compound returns while preserving capital over the long term (more than 5 years). It includes capacity to short sell securities vulnerable to material price declines.

You can read more about GCQ’s fund details and management fees here.