(As of 9/30/2025)

Global X Conservative Asset Allocation ETF (HCON)

(Global Neutral Balanced)
FundGrade A+® Rating recipient
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Inception Return
(8/1/2018)
6.58 %
YTD Return 8.39 %
NAVPS
(10/24/2025)
$14.93
Change $0.05 / 0.30 %
Growth of $10,000 (As of September 30, 2025)
MER 0.20 %
Assets ($mil) -
Rank (1Yr) 951/1724
Std Dev (3Yr) 8.75 %
Volatility Ranking (3Yr) 4/10
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 September 30, 2025)
Sector Allocation
(As of September 30, 2025)
Geographic Allocation
(As of September 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Global X Canadian Select Universe Bd CC ETF (HBB)Domestic BondsFixed IncomeCanada41.42%
Global X US 7-10 Yr Treas Bd Ind CC ETF (HTB)Foreign BondsFixed IncomeMulti-National17.85%
Global X S&P 500 Index CC ETF (HXS)US EquityExchange Traded FundUnited States17.16%
GLOBAL X MSCI EAFE INDEX ETFInternational EquityExchange Traded FundMulti-National10.09%
Global X S&P/TSX 60 Index CC ETF (HXT)Canadian EquityExchange Traded FundCanada8.16%
GLOBAL X MSCI EMERGING MARKETS INDEX ETFInternational EquityExchange Traded FundMulti-National3.39%
Global X Russell 2000 Covered Call ETFOtherExchange Traded FundUnited States1.99%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.07%

Performance Data (As of September 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.73 4.71 6.82 8.39 10.28 11.95 5.70 -   
Benchmark 3.57 6.62 9.56 10.19 13.79 15.33 7.31 7.49
Quartile Ranking 3 3 3 3 3 3 4 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 12.74 11.52 -16.49 9.66 13.65 16.81 -      -      -      -     
Benchmark 17.48 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39 17.05
Quartile Ranking 3 1 4 2 1 1 - - - -

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