Global X

Thematic Disruptors

Global X
Growth and disruptionETFs

The Global X Equity Thematic Disruptors ETF Model Portfolio is a growth-focused equity allocation portfolio using Global X and third-party ETFs.

Portfolio risk score
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Strategy

ETFs / Funds

Management fee

0.10%

Min investment

$100

Performance Chart

Metrics

Last 30 days 1.9%
Last 90 days 11.0%
Last 365 days 13.1%
Since inception (Jun 21, 2019) 21.2%
Since inception (annualized) 4.2%
2024 (YTD) -0.7%
2023 23.3%
2022 -39.2%
2021 -4.5%
2020 58.4%
Volatility
The standard deviation of portfolio returns; a measure of risk.
19.4%
Sharpe ratio
A measure of risk-adjusted portfolio return.
0.39
Sortino ratio
A measure of portfolio return adjusted for down-side volatility.
0.65
Maximum drawdown
Maximum value lost from peak to trough over the last year.
-21.0%
Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon.
-4.5%
Investment (below min)
Annual costs

Portfolio information

Approach

The ETFs utilized are chosen to target structural themes that may be disrupting various segments and sectors in the broad market. The portfolio is constructed around these three key features:

  • Growth potential - The ETFs used are chosen to target structural themes that may be disrupting various segments and sectors in the broad market.
  • Unconstrained approach - Thematic ETFs tend to transcend classic sector, industry, and geographic classifications, providing exposures with low overlap and correlations with other growth-oriented strategies.
  • Structured approach - Sectors and themes can be selected and weighted in an effort to tilt towards higher growth opportunities.

Exceptions

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

Portfolio updates

Manager

Global X

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.

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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 21, 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.