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WisdomTree Core ETF Models
The WisdomTree Core ETF model portfolios are for investors who are looking for growth by investing in a diversified range of assets and markets worldwide. Predominantly investing in WisdomTree exchange-traded funds (ETFs) and other third-party ETFs, with the ability to invest in open-ended UCITS funds where required.
Key benefits
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5 risk profiled portfolios
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Predominantly invested in WisdomTree exchange-traded products (ETPs)
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Diversified portfolios invested across thematics, factors, fixed income and commodities
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Actively managed portfolios
Fees
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Discretionary Fund Manager (DFM) fee 0.05%
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Ongoing charge (OCF) range from 0.25% to 0.35%*
*Launch OCF at 30/09/2026.


To learn more about ETFs, their benefits, how they work and the associated risks, please refer to the adviser resources and important risks.
Strategic asset allocation
WisdomTree Core Cautious

WisdomTree Core Balanced

WisdomTree Core Moderately Adventurous

WisdomTree Core Adventurous

WisdomTree Core Equity

Equity
Fixed Income
Alternatives
Cash
For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 31.08.2026. Please refer to the factsheet for more information.
Related documents
MPS Brochure


SERVICES
COMMERCIAL

SERVICES
INDUSTRIAL

SERVICES
RESIDENTIAL
Adviser resources
To explore the terminology associated with ETFs, please refer to the glossary page.






