How to build a $5,000 global portfolio using global funds [UCITS]

​About this Live Session

​Building a globally diversified portfolio does not require a large investment amount. With Global Funds (UCITS), investors can access international markets, leading fund managers, and a wide range of asset classes through a simple and diversified investment approach.

​In this session, we will explore how to build a $5,000 global portfolio using UCITS funds. We will discuss how to allocate investments across regions, sectors, and asset classes, while balancing risk and long-term return potential. The session will also cover practical considerations to help investors make informed portfolio decisions.

​The session is designed to help investors understand the role of Global Funds (UCITS) and how they can be used to build a diversified international portfolio.

​Key Agenda

​• What are Global Funds (UCITS) and why investors use them
• How to build a diversified $5,000 portfolio across global markets
• Allocating across equity, fixed income, and thematic funds
• How to evaluate funds based on strategy, holdings, performance, costs, and risk
• Key considerations including taxation, currency exposure, and portfolio rebalancing
• Sample portfolio allocations for different investor goals and risk profiles
• Common mistakes to avoid when investing through Global Funds (UCITS)

​Speakers

​Parth Parikh leads content, growth, and community initiatives at Vested, where he helps Indian investors understand and access global markets. His work focuses on US equities, ETFs, global mutual funds, and private market opportunities, with an emphasis on simplifying complex financial concepts into practical insights.

​Prior to Vested, he worked at Finsire in the secured-lending and financial infrastructure space, and earlier spent several years at FinShiksha teaching finance and designing structured, application-oriented learning programs. He is a regular contributor to Indian Express and Financial Express, and has conducted training sessions for institutions including Kotak Securities, Motilal Oswal, Nippon Mutual Fund, JPMC, CRISIL, and leading IIMs and IITs.

​Samveg Thaker has over five years of personal investing experience and holds a Mutual Fund Distributor license. He is currently a Product Manager at Vested, where he has spent the last two years working on products for Global investors. Prior to this, he worked as a Product Manager at Alpaca, a US-based clearing broker, and earlier as an Engineer at Microsoft. He has also consulted global investing startups across Asia and the GCC, giving him practical exposure to how investing platforms and investor behaviour differ across markets.