All FairSheets  ›  FairHorizon Green

FairHorizon Green Funds

Investment time-horizon: 4–7 years. Balanced 40/60 bonds-equities allocation. 12 curated funds in this bucket.

About FairHorizon Green

Balanced moderate. A 40/60 equity-to-bond split is the canonical FairHorizon Green allocation. Equities lift the long-term return profile while bonds dampen drawdowns. Suitable for medium-horizon goals.

Expected return: 3–5% per annum. Expected volatility: 5–8% per annum. Time-horizon: 4–7 years.

Das Family Office uses FairHorizon as the primary lens for placing funds into client portfolios. The bucket determines the percentage of total wealth that may rationally sit in each fund, and the benchmarks against which performance is judged. See our strategies for the full classification framework.

Portfolio 3

Dimensional Funds PLC - World Allocation 40/60 Fund

Portfolio solution for FAIRHORIZON Green. Global multi-asset moderate defensive allocation (40/60). Active quantitative high diversified fund-of-Dimensional funds portfolio.

FairHorizon Green USD ACC
G1

iShares USD Treasury Bond 20+yr UCITS ETF

US long maturity government bonds. Passive tracker on ICE US Treasury 20+ Year Bond Index. Highly concentrated due to nature of market segment.

FairHorizon Green USD DIST
G2

SPDR Bloomberg 10+ Year U.S. Corporate Bond UCITS ETF

US medium-long maturity corporate bonds. Passive tracker on Bloomberg US !0+ Year Corporate Bond Index.

FairHorizon Green USD INC
G5

iShares J.P. Morgan USD EM Bond UCITS ETF

EM USD investment grade government bonds. Passive tracker on JPMorgan EMBI Global Core Index.

FairHorizon Green USD INC
G4

Vanguard USD Emerging Markets Government Bond UCITS ETF

EM USD broad government bonds. Passive tracker on Bloomberg EM USD Sovereign + Quasi-Sov Index.

FairHorizon Green USD ACC
G6

iShares JP Morgan Advanced USD EM Bond UCITS ETF

EM USD broad government bonds with ESG filter. Passive tracker on JPMorgan ESG-EMBI Global Diversified Index.

FairHorizon Green USD ACC
G3

Vanguard Investment Series PLC - Emerging Markets Bond Fund

EM USD broad government bonds. Active strategy with concentrated portfolio.

FairHorizon Green IH USD ACC
G12

Neuberger Berman Emerging Market Debt - Hard Currency Fund

EM G5 currencies broad government bonds. Active strategy with concentrated portfolio.

FairHorizon Green I USD ACC
G13

Principal GIF - Finisterre Unconstrained Emerging Markets Fixed Income Fund

EM diversified bonds covering government and corporate issues, as well as hard currency and local currency exposures. Active strategy with concentrated portfolio.

FairHorizon Green I USD ACC
G10

iShares J.P. Morgan USD Asia Credit Bond Index ETF

Asia USD diversified bonds. Passive tracker on JPMorgan Asia Credit Index (JACI) Core.

FairHorizon Green
G9

Fidelity Funds - Asian Bond Fund

Asia USD investment grade bonds covering government and corporate issues. Active strategy.

FairHorizon Green Y USD ACC
G11

Lombard Odier Funds-Asia Value Bond

Asia USD corporate bonds focused with max 40% high yield. Active strategy with concentrated portfolio.

FairHorizon Green IA USD ACC