Global X

China Sector

Managed by Global X
New consumer led businessesChina

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.

Portfolio risk score
Strategy ETFs / Funds
Management fee 0.10%
Min investment $100
Performance
Commentary

Performance

Last 30 days -11.5%
Last 90 days -18.6%
Last 365 days -29.7%
Since inception (annualized) -0.8%
2022 (YTD) -25.9%
2021 -10.7%
2020 36.4%

Risk metrics (last 365 days)

Volatility 31.0%
Sharpe ratio -1.07
Sortino ratio -1.89
Maximum drawdown -33.2%
Value-at-risk (95%, 1 week) -7.2%

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Portfolio information

Approach

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.

Exceptions

Trading decisions in this portfolio are based exclusively upon the quarterly rebalance data provided by Global X pursuant to a licensing agreement.

Global X

About Global X

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.

Disclosures

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.

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