Global Shield is a defensive multi-asset portfolio that focuses on stability, risk reduction and global diversification. The combination of defensive equities, broadly diversified bonds and strategic commodities creates a robust protective shield against market volatility and economic uncertainties.
Protection of capital employed and reduction of fluctuations
Realisation
High proportion of bonds and gold for stabilisation Equities as a source of returns, but with a lower weighting Commodities as an admixture for further diversification
Special feature
Defensive character - lower equity exposure compared to other core wikifolios
Core information
Start date
16/09/2025
Risk class
defensive
Investment universe
All ETFs available on Wikifolio.com
Fee model
15% Performance fee
Strategy
Capital preservation through broad diversification with a focus on stable asset classes
approx. 600 companies ~85% of the stock market covered by market capitalisation
Bonds (50%)
approx. 22,000 bonds ~95% of the bond market covered
Raw materials (20%)
approx. 90% of the tradable commodity market covered
Global equity market coverage (October 2025)
Region
Share of total portfolio
North America
approx. 52%
Europe
approx. 18%
Pacific (Japan, Australia, New Zealand)
approx. 11%
Emerging markets (China, India, Taiwan, South Korea, etc.)
approx. 14%
Latin America
approx. 2%
Africa & Middle East
approx. 3%
Sector allocation (October 2025)
Industry
Share in the block of shares
Information technology
approx. 14%
Finances
approx. 10%
Industry
approx. 6%
Healthcare
approx. 8%
Cyclical consumption
approx. 4%
Non-cyclical consumption
approx. 40%
Communication services
approx. 6%
Energy
approx. 3%
Materials
approx. 4%
Provider
approx. 3%
Real estate
approx. 2%
Strategic summary
Global Shield is based on a balanced structure of around 30 % defensive equities, 50 % globally diversified bonds and 20 % commodities. The strategy combines stable consumer stocks, minimum volatility approaches and ESG-oriented equities with a broad bond foundation of government, corporate, high-yield and inflation-linked securities. Supplemented by gold and diversified commodities, a portfolio is created that prioritises capital preservation, inflation protection and steady performance.
