History
European investors often implement real assets through UCITS ETFs and exchange-traded commodities.
Philosophy
Translate the real-assets toolkit into vehicles available outside the US.
Real Assets & Monetary RefugeHard assets basketReal Assets / Hard AssetsInflation hedgeGold heavyModerateMedium complexity
UCITS Real Assets Portfolio
A UCITS-friendly real-assets portfolio using REITs, gold ETCs, commodities ETCs and inflation-linked bonds.
Asset allocation
Global REITs
30%Gold
30%Commodities
25%Inflation Linked Bonds
15%Performance
How this allocation behaved across modern markets
Annual rebalancing, local bond and cash proxies where relevant, and optional inflation adjustment through CPI.
2004-2024Log scale
CAGR
6.4%
2004-2024
Max drawdown
-21.9%
Volatility
11.6%
Worst year
-21.9%
2008
Implementation
Local products and proxies
Global · UCITS Real Assets Portfolio implementation
Long-term individual investor
Use broad, low-cost funds or ETFs matching each asset class.
Account notes: Implementation depends on local account types and tax wrappers.
Costs: Prefer low-cost, liquid vehicles.
Rebalancing: Annual rebalancing or tolerance bands.
Tax: Country-specific tax treatment should be reviewed before implementation.
Product names are implementation examples for research. Availability, taxation, share classes and suitability should be checked with the investor's broker and tax situation.
Similar portfolios
Adjacent ideas in the atlas
Equal Real Assets Portfolio
An equal-weight real-assets allocation across REITs, gold, commodities and TIPS, designed to diversify inflation and scarcity exposures.
REITs25%
Gold25%
Commodities25%
TIPS25%
Real Assets Portfolio
A diversified real-assets portfolio built around property, gold, broad commodities and TIPS.
REITs30%
Gold30%
Commodities25%
TIPS15%
Commodity Trend Portfolio
An aggressive inflation and crisis-hedge portfolio combining broad commodity beta, managed futures trend following, gold and cash.
Commodities40%
Managed Futures30%
Gold20%
Cash10%
Inflation Barbell Portfolio
A barbell that mixes equity growth with gold, TIPS and broad commodities.
Stocks35%
Gold25%
TIPS25%
Commodities15%
REITs & Gold Portfolio
A compact real-assets blend of listed property, gold and bonds.
REITs40%
Gold30%
Bonds30%