(As of 10/31/2025)

Global X Balanced Asset Allocation ETF (HBAL)

(Global Equity Balanced)
FundGrade A+® Rating recipient
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Inception Return
(8/1/2018)
8.91 %
YTD Return 13.31 %
NAVPS
(11/14/2025)
$17.42
Change $0.01 / 0.09 %
Growth of $10,000 (As of October 31, 2025)
MER 0.20 %
Assets ($mil) -
Rank (1Yr) 502/1264
Std Dev (3Yr) 11.62 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The ETF seeks to provide a combination of long-term capital growth and a moderate level of income, primarily by investing in exchange traded funds that provide exposure to a globally diversified portfolio of equity and fixed income securities.
Fund Manager

Global X Investments Canada Inc.

Portfolio Manager

Global X Investments Canada Inc.

Sub-Advisor
-
 
Asset Allocation
(As of October 31, 2025)
Sector Allocation
(As of October 31, 2025)
Geographic Allocation
(As of October 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Global X Canadian Select Universe Bd CC ETF (HBB)Domestic BondsFixed IncomeCanada25.84%
Global X S&P 500 Index ETF C$ (USSX)US EquityExchange Traded FundUnited States22.08%
Global X MSCI EAFE Index ETF C$ (EAFX)International EquityExchange Traded FundMulti-National15.49%
Global X S&P/TSX 60 Index ETF (CNDX)Canadian EquityMutual FundCanada12.46%
Global X US 7-10 Yr Treas Bd Ind CC ETF (HTB)Foreign BondsFixed IncomeMulti-National11.51%
Global X MSCI Emerging Markets Index ETF C$ (EMMX)International EquityExchange Traded FundMulti-National5.30%
Global X Nasdaq-100 Index ETF C$ (QQQX)US EquityMutual FundUnited States4.69%
Global X Russell 2000 Index ETF C$ (RSSX)US EquityMutual FundUnited States2.63%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.01%

Performance Data (As of October 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.91 7.46 14.27 13.31 16.36 15.49 9.90 -   
Benchmark 2.18 8.14 18.02 14.66 18.95 18.36 11.37 9.53
Quartile Ranking 1 2 3 2 2 2 2 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 16.59 15.97 -17.74 14.63 14.86 20.99 -      -      -      -     
Benchmark 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03
Quartile Ranking 3 1 4 1 1 1 - - - -

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