Global X

Equity Sector and Themes

Managed by Global X
Equity themesETFs

The Global X Equity Sector and Themes ETF Model Portfolio is designed to blend a classical equity sector viewpoint strategy with structural themes that may be disrupting various segments and sectors of the broad market.

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

Performance

Last 30 days -8.1%
Last 90 days -1.8%
Last 365 days -18.6%
Since inception (annualized) -10.0%
2022 (YTD) -22.9%

Risk metrics (last 365 days)

Volatility 21.9%
Sharpe ratio -1.01
Sortino ratio -1.50
Maximum drawdown -25.9%
Value-at-risk (95%, 1 week) -5.1%

Portfolio updates

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Portfolio information

Approach

The portfolio’s sector calls are sourced from the Global X CIO Model Portfolio Team. The team monitors economic data from all parts of the U.S. and global economies to conduct ongoing macroeconomic and fundamental analysis. Views are coalesced and result in each Global Industry Classification Standard sector being designated as over, under, or equal weight when compared to the S&P 500 Index. The thematic sleeve seeks to move beyond traditional sector investing, targeting portions of the economy rife with technological disruption. This forward-looking sleeve aims to position towards the growth-oriented segments across various portions of the economy to reduce thematic and concentration risks. The portfolio is typically split between 80% sector and 20% disruptive thematic exposure.

Exceptions

Trading decisions in this portfolio are based exclusively upon the quarterly rebalance data provided by Global X.

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 April 07, 2021 and opened to client investments on April 07, 2021. 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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