CHIX ETF ANALYSIS

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CHIX ETF FUNDAMENTALS
CHIX ETF PERFORMANCE

CHIX ISSUER

The CHIX issuer, managed by Global X Funds, focuses on providing investors exposure to the financial sector in China through its investment strategy. With at least 80% of its total assets allocated to securities tracked by the MSCI China Financials 10/50 Index, the fund primarily invests in companies within the financial sector as classified by the Global Industry Classification System (GICS). The fund's holdings encompass various types of securities including H-Shares, B-Shares, Red Chips, P-Chips, and A-Shares, which are accessible through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect programs. The Underlying Index, which the fund mirrors, employs a rules-based methodology to select constituents from the MSCI China Index, with an emphasis on the financial sector, while ensuring diversification and minimizing exposure to individual entities through a 10/50 Cap. The Fund aims to replicate the performance of the Underlying Index, striving for a correlation exceeding 95% over time. While typically utilizing a replication strategy, the Fund may resort to a representative sampling approach under specific circumstances, such as temporary illiquidity of securities or practical difficulties. As of December 31, 2022, the Underlying Index was heavily concentrated in the banking industry, reflecting the Fund's focus on this sector.

CHIX DIVIDEND

CHIX, the dividend-focused exchange-traded fund managed by Global X Funds, aims to provide investors with a consistent stream of income through dividends. By investing in securities primarily tracked by the MSCI China Financials 10/50 Index, CHIX offers exposure to dividend-paying companies within the Chinese financial sector. With a concentration on entities classified under the Global Industry Classification System (GICS) as financials, the fund targets stable and established dividend-yielding businesses. Through its investment strategy, CHIX seeks to capture the dividend potential of the Chinese financial market while maintaining a balanced portfolio to mitigate risks. Investors looking for a reliable income stream from China's financial sector may find CHIX a suitable option for their dividend investment needs

CHIX TRACKING

CHIX, the exchange-traded fund managed by Global X Funds, prides itself on its robust tracking capabilities. Designed to mirror the performance of the MSCI China Financials 10/50 Index, CHIX employs a meticulous replication strategy, investing in securities in proportions similar to those of the underlying index. This strategy ensures that investors can expect a high level of correlation between CHIX's performance and that of the index it tracks, exceeding 95% over time. By closely following the movements of the underlying index, CHIX provides investors with an efficient tool to gain exposure to the Chinese financial sector while minimizing tracking error. Additionally, CHIX's adherence to a rules-based methodology and regular rebalancing further enhances its tracking precision, making it an attractive option for investors seeking reliable performance aligned with the broader Chinese financial market.

CHIX CORRELATION

CHIX, managed by Global X Funds, demonstrates a strong correlation with the MSCI China Financials 10/50 Index, offering investors a reliable means to align their investment performance with that of the Chinese financial sector. With an investment strategy focused on replicating the index's movements, CHIX aims to achieve a correlation exceeding 95% over time. This commitment to tracking accuracy provides investors with confidence that the fund's performance closely mirrors that of the underlying index. By maintaining such a high level of correlation, CHIX offers investors a transparent and dependable vehicle for gaining exposure to the dynamics of the Chinese financial market.

CHIX SECTOR

CHIX, managed by Global X Funds, specializes in providing investors with targeted exposure to the Chinese financial sector. With its investment strategy centered around the MSCI China Financials 10/50 Index, CHIX concentrates on securities within the financials industry as classified by the Global Industry Classification System (GICS). This focused approach allows investors to capitalize on opportunities within one of China's key economic sectors, encompassing a diverse range of financial companies including banks, insurers, and other financial services providers. By concentrating its investments in this sector, CHIX offers investors the potential for capitalizing on the growth and stability of China's financial industry while diversifying their portfolio across various sub-industries within the broader financial sector.

CHIX EXPOSURE

CHIX, managed by Global X Funds, provides investors with targeted exposure to the Chinese financial market. Through its investment strategy, CHIX aims to closely track the performance of the MSCI China Financials 10/50 Index, investing in securities that mirror the index's composition. This approach offers investors direct access to a diverse array of financial companies operating in China, including banks, insurers, and other financial services providers. With a focus on securities classified under the Global Industry Classification System (GICS) as financials, CHIX offers investors the opportunity to participate in the growth potential of China's dynamic financial sector. Whether investors seek exposure to established financial institutions or emerging fintech companies, CHIX provides a convenient and efficient vehicle to access the evolving landscape of the Chinese financial market.

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