Global X believes that China warrants a more nuanced investment approach like sector investing. This portfolio provides exposure to China utilizing a segmented and processed approach with a tilt towards the growthier, “new” economy that is being driven by the shift to a consumer led economy. The portfolio is intended to be tilted toward the new, consumer-led economy and away from the more export-oriented sectors. This is a momentum-oriented strategy that takes into consideration the correlation between sectors as well as valuations, and seeks to take advantage of the dynamics within the Chinese market.
All performance information is of the Portfolio Manager account, net of the current management fee.
Client account performance could differ. A client invested when a higher management fee applied experienced lower returns than displayed here.
This information was calculated up to May 26, 2022.
Performance, composition and volatility could vary significantly from that of the benchmark(s), which are provided for illustrative purposes only.
Last 30 days | 8.1% |
Last 90 days | -14.0% |
Last 365 days | -30.2% |
Since inception (annualized) | 2.5% |
2022 (YTD) | -18.0% |
2021 | -10.8% |
2020 | 36.3% |
Volatility | 30.9% |
Sharpe ratio | -1.01 |
Sortino ratio | -1.75 |
Maximum drawdown | -38.3% |
Value-at-risk (95%, 1 week) | -7.2% |
Factor driven weighting scheme that incorporates momentum, low correlation between sectors and valuation with an emphasis on the “new”, consumer driven, portion of the Chinese economy. Sectors react differently to risks (e.g., geopolitical tensions with the US) and return drivers (e.g., growing domestic consumption). Combining unlike sectors can yield differentiated outcomes and provide diversification benefits.
Trading decisions in this portfolio are based exclusively upon the quarterly rebalance data provided by Global X pursuant to a licensing agreement.
Founded in 2008, Global X Management Company LLC (Global X) is a sponsor of exchange traded funds (ETFs).
Global X is known for its Thematic Growth, Income, and International Access ETFs.
Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.
This portfolio was launched on Interactive Advisors on June 20, 2019 and opened to client investments on July 03, 2019. Interactive Advisors constructs and manages this portfolio on a discretionary basis using a model ETF portfolio provided under a licensing agreement by Global X Management Company LLC (“Global X”). All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ.
This portfolio is not in any way recommended to Interactive Advisors clients by Global X. Global X does not provide any investment advice or recommendation in relation to this portfolio and is not acting as an investment adviser or fiduciary to Interactive Advisors clients. Global X has built the model portfolios without regard to the individual financial circumstances and objectives of any investor or Interactive Advisors client.
This portfolio is made up of whole and/or fractional holdings of Exchange Traded Funds (ETFs). The portfolio itself is not an ETF or Mutual Fund. Clients choosing to invest in this portfolio directly own the ETF shares making up the portfolio. In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by the ETF issuers.
Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.
Under the governing agreement, Global X may cease to provide or modify the model portfolio and liquidate any of the underlying ETFs at any time. Global X may also terminate the governing agreement with a 90-day notice. Interactive Advisors will notify all affected clients invested in this portfolio of any such termination as soon as possible to allow them to identify suitable alternative investments on the platform or elsewhere. Those considering investing in this portfolio should bear these limitations in mind when deciding whether to invest in this portfolio, which may become unavailable in the future.
All or most ETFs in this portfolio are Global X ETFs (i.e., ETFs managed by Global X). There may be similar ETFs with higher ratings, lower fees and expenses, substantially better performance, more attractive yield/risk profiles in the market, better in terms of exposure, or otherwise considered preferable to Global X ETFs. Because Global X earns fees for advisory, administrative and other services from Global X ETFs and will generally use a Global X ETF in this portfolio unless there is no Global X ETF consistent with the desired asset allocation, Global X has an incentive to include ETFs with higher costs and fees in this portfolio. Additional information on the Global X ETFs included in this portfolio, including their investment objectives, risks, charges and expenses can be found in the prospectus for each ETF here.
There is no guarantee or assurance that the methodology used to create the underlying model will result in the portfolio or client investments achieving high or even positive returns. Also, while Interactive Advisors aims to track the model portfolios as closely as possible, it makes no guarantee that it will succeed in doing so, or that it will achieve the same performance for clients as the account managing the portfolio has achieved. Those considering investments in this portfolio should note that there may be similar offerings in the marketplace (i.e., portfolios or investments seeking to track similar model portfolios), which may charge lower management fees.