Important Disclosure:
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This website, including the model portfolios and other information contained on this website, is intended for use only by financial professionals as a resource in the development of a portfolio for the financial professional’s clients. This content is for information purposes only and is not intended to provide, and should not be relied on as, tax, legal, accounting, investment or financial planning advice by Global X Management Company, LLC (“Global X”) or any of its affiliates, nor should it be considered or relied upon as a recommendation by Global X regarding the use or suitability of any model portfolio or any particular security. The model portfolios contained herein represent the current, good faith views of Global X as of the dates specified.
The model portfolios are hypothetical models for illustrative purposes only to demonstrate how certain Global X Funds and other ETFs can potentially fit into an investor’s portfolio. The model portfolios do not represent personalized investment advice or an investment recommendation by Global X. Financial professionals can use the model portfolios, together with other information and their own independent judgment, as a resource to help build a portfolio or to aid in the development of investment advice for their clients.
The model portfolios cannot be invested in directly. The model portfolios are not funds or other investments. The model portfolios are provided for informational purposes only and do not represent any actual account or the results of any actual trading. Actual platform fees may vary depending on, among other things, the applicable fee schedule and portfolio size. Model portfolio returns have many inherent limitations and may not reflect the impact that material economic and market factors may have had on the decision-making process if client funds were actually managed in the manner shown.
Using an asset allocation strategy does not guarantee a profit or protection against loss, and diversification does not eliminate the risk of experiencing investment losses. There is no assurance that investing in accordance with a model portfolio’s allocations will provide positive performance over any period. The model portfolios are provided “as-is,” without any warranty of any kind, express or implied. Global X may make updates to the recommended allocations that comprise the model portfolios from time to time; however, Global X assumes no duty to update the model portfolios on any given schedule. Information and other marketing materials provided to you by Global X or any third party concerning a Global X model portfolio, including allocations, performance and other characteristics, may not be indicative of an investor’s actual experience from an account managed in accordance with a model portfolio’s strategy. Moreover, the past performance of a model portfolio may not be indicative of future results.
Each financial professional making use of the model portfolios is solely responsible for making investment recommendations and/or decisions with respect to its clients without input from Global X, including with respect to investing in accordance with any model portfolio or any particular security. Global X is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity to any financial professional or its client and is not providing individualized investment advice to any financial professional or its client based on or tailored to the circumstances of any individual financial professional or its individual client. This material should not serve as a primary basis for investment decisions. This material has been prepared without regard to the individual financial circumstances and objectives of any investor, and the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investors and their financial professionals should consider the investors’ individual financial circumstances, investment time frame, risk tolerance level and investment goals.
Investors and their financial professionals should consider the investment objectives, risks, charges and expenses of the ETFs underlying any model portfolio carefully before investing. A prospectus containing this and other information with respect to any Global X ETFs that are a part of a model portfolio is available by calling 1 (888) GX-FUND-1, or click here with respect to Global X ETFs. With respect to any non-Global X ETF that is a part of a model portfolio, please contact your financial professional to obtain a prospectus. Global X does not endorse and is not responsible for or liable for any content or other materials made available by other ETF sponsors. Investors should read the prospectus for each ETF that comprises a model portfolio carefully before investing based on a model portfolio.
This material does not constitute an offer to sell securities or other financial instruments in any jurisdiction in which the offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This material should not be accessed from any location outside the United States or in respect of any investor that is not a citizen or lawful permanent resident of the United States.
Global X Management Company, LLC serves as an advisor to the Global X Funds. The Global X ETFs are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456), which is not affiliated with Global X Management Company LLC.
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