(As of 5/31/2026)

Global X Conservative Asset Allocation ETF (HCON)

(Global Neutral Balanced)
FundGrade A+® Rating recipient
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Inception Return
(8/1/2018)
6.83 %
YTD Return 5.26 %
NAVPS
(7/8/2026)
$15.38
Change ($0.08) / -0.49 %
Growth of $10,000 (As of May 31, 2026)
MER 0.20 %
Assets ($mil) -
Rank (1Yr) 1213/1733
Std Dev (3Yr) 6.14 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The ETF seeks to provide a combination of income and moderate long-term capital growth, primarily by investing in exchange traded funds that provide exposure to a globally diversified portfolio of fixed income and equity securities.
Fund Manager

Global X Investments Canada Inc.

Portfolio Manager

Global X Investments Canada Inc.

Sub-Advisor
-
 
Asset Allocation
(As of May 31, 2026)
Sector Allocation
(As of May 31, 2026)
Geographic Allocation
(As of May 31, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
Global X Canadian Select Universe Bd CC ETF (HBB)Domestic BondsFixed IncomeCanada40.30%
Global X S&P 500 Index ETF C$ (USSX)US EquityExchange Traded FundUnited States18.20%
Global X US 7-10 Yr Treas Bd Ind CC ETF (HTB)Foreign BondsFixed IncomeUnited States17.01%
Global X MSCI EAFE Index ETF C$ (EAFX)International EquityExchange Traded FundMulti-National10.26%
Global X S&P/TSX 60 Index ETF (CNDX)Canadian EquityExchange Traded FundCanada7.99%
Global X MSCI Emerging Markets Index ETF C$ (EMMX)International EquityExchange Traded FundMulti-National3.54%
Global X Russell 2000 Index ETF C$ (RSSX)US EquityExchange Traded FundUnited States2.12%
Global X 1-3 Year US Treasury Bd Idx ETF (TSTX.U)Foreign BondsFixed IncomeUnited States0.60%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.01%

Performance Data (As of May 31, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.65 1.99 4.37 5.26 12.98 11.05 5.16 -   
Benchmark 4.15 4.24 6.13 7.49 17.74 14.02 8.11 7.84
Quartile Ranking 3 3 3 3 3 3 4 -

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 9.39 12.74 11.52 -16.49 9.66 13.65 16.81 -      -      -     
Benchmark 10.42 17.48 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39
Quartile Ranking 3 3 1 4 2 1 1 - - -

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