Global X Funds, as the issuer of the EFAS, focuses on providing investors exposure to the MSCI EAFE Top 50 Dividend Index, with a commitment to investing at least 80% of its total assets in the securities of this index. This investment policy, though non-fundamental, underscores the Fund's dedication to dividend-yielding equity securities in Europe, Australasia, and the Far East, as determined by MSCI, the Index Provider. The underlying index, comprising 50 equally-weighted companies selected from the MSCI EAFE Index, emphasizes high dividend yields and encompasses various developed market countries and sectors, including but not limited to Consumer Discretionary, Energy, Financials, and Utilities. Managed by Global X Management Company LLC, the Fund employs a passive indexing approach, striving to replicate the performance of the Underlying Index. While the Fund typically employs a replication strategy, it may resort to a representative sampling strategy under certain circumstances, maintaining a correlation goal with the Underlying Index exceeding 95%. As of December 31, 2023, the Underlying Index had a notable exposure to the financials sector, reflecting the Fund's potential industry concentration.
EFAS Dividend is a financial product designed to provide investors with exposure to a diversified portfolio of high-yielding dividend-paying companies across Europe, Australasia, and the Far East. Managed by Global X Funds, EFAS Dividend invests at least 80% of its assets in securities included in the MSCI EAFE Top 50 Dividend Index. This index tracks the performance of 50 equally-weighted companies renowned for their robust dividend yields, selected from the MSCI EAFE Index. With a focus on dividend income, EFAS Dividend offers investors an opportunity to participate in the potential growth and stability offered by companies known for their consistent dividend payments. The fund's investment strategy, rooted in passive indexing, ensures that it mirrors the performance of the underlying index closely. As a result, EFAS Dividend provides investors with a convenient and efficient means to access a diversified portfolio of high-yielding dividend stocks from international markets.
EFAS Tracking is a key aspect of the investment strategy employed by Global X Funds to manage the EFAS (Europe, Australasia, and Far East) Dividend ETF. This ETF aims to closely replicate the performance of the MSCI EAFE Top 50 Dividend Index, which comprises 50 dividend-yielding companies from developed markets across Europe, Australasia, and the Far East. Global X Funds utilizes a passive indexing approach, ensuring that the ETF's portfolio closely mirrors the composition and performance of the underlying index. The fund managers strive for a correlation of over 95% between the ETF's performance and that of the index, emphasizing consistency and accuracy in tracking the benchmark. Through diligent portfolio management and adherence to the index methodology, EFAS Tracking aims to provide investors with a reliable and transparent means of gaining exposure to high-dividend-yielding equities in international markets.
EFAS Correlation plays a pivotal role in assessing the relationship between the performance of the EFAS (Europe, Australasia, and Far East) Dividend ETF and its underlying index, the MSCI EAFE Top 50 Dividend Index. Managed by Global X Funds, EFAS aims to closely replicate the performance of the index, which consists of 50 dividend-yielding companies from developed markets across the specified regions. The fund's investment strategy emphasizes passive indexing, with the goal of achieving a correlation of over 95% with the underlying index. This high correlation indicates that movements in the ETF's value are highly aligned with those of the index. Through meticulous portfolio management and strategic asset allocation, EFAS seeks to maintain this strong correlation, providing investors with a reliable vehicle for gaining exposure to dividend-paying equities in international markets while minimizing tracking error.
EFAS Sector refers to the allocation strategy employed by Global X Funds in managing the EFAS (Europe, Australasia, and Far East) Dividend ETF. This ETF aims to invest in a diversified portfolio of high-dividend-yielding companies across various sectors within developed markets across the specified regions. The fund's investment universe is based on the MSCI EAFE Top 50 Dividend Index, which encompasses sectors such as Consumer Discretionary, Energy, Financials, Materials, Real Estate, Telecommunication Services, and Utilities. Through strategic sector allocation, EFAS seeks to capture opportunities for dividend income while diversifying across different segments of the economy. By maintaining exposure to a broad range of sectors, the fund aims to mitigate sector-specific risks and enhance overall portfolio resilience. EFAS Sector thus offers investors a convenient and efficient means of accessing dividend-paying equities across diverse sectors within international markets.
EFAS Exposure represents the strategic positioning of the EFAS (Europe, Australasia, and Far East) Dividend ETF managed by Global X Funds. This ETF aims to provide investors with exposure to a diversified portfolio of high-dividend-yielding companies across developed markets in Europe, Australasia, and the Far East. By tracking the MSCI EAFE Top 50 Dividend Index, EFAS offers exposure to 50 dividend-yielding companies selected from these regions, covering various sectors such as Consumer Discretionary, Energy, Financials, Materials, Real Estate, Telecommunication Services, and Utilities. Through this diversified exposure, EFAS seeks to capture opportunities for dividend income while spreading risk across different geographic regions and sectors. With a commitment to passive indexing, the fund ensures that its performance closely mirrors that of the underlying index, providing investors with an efficient and transparent means of accessing dividend-paying equities in international markets.
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