Global X Guru Index ETF (4GXU)

Overview

The fund is designed to cater specifically to investors interested in gaining exposure to equity positions commonly held by leading hedge funds. It strategically invests a significant portion of its assets, at least 80%, in both the securities listed in its underlying index and in American Depositary Receipts (ADRs) as well as Global Depositary Receipts (GDRs) that are based on these securities. Its unique investment approach focuses on replicating the top U.S. listed equity holdings as reported in Form 13F filings by a select group of entities identified as hedge funds. This methodology aims at capitalizing on the hedge funds' expertise in selecting high-performing equities, offering a novel avenue for investors to mirror the investment strategies of some of the most sophisticated players in the financial markets.

Products and Services

This fund offers a unique product that allows investors to indirectly participate in the investment strategies employed by select hedge funds:

• Securities Investment – The fund allocates at least 80% of its total assets towards the acquisition of securities listed in its underlying index. This index comprises the top U.S. listed equity positions as reported on Form 13F by carefully chosen hedge funds. The investment in these securities is based on a rigorous analysis of hedge fund investment trends, aiming to leverage their market insights and performance.
• ADRs and GDRs Investment – In addition to direct securities investment, the fund also invests in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). These instruments are based on the securities present in the underlying index, providing a diversified approach to capturing the investment choices of leading hedge funds. By investing in ADRs and GDRs, the fund offers exposure to international markets, enhancing the potential for diversified returns.