Global X EURO STOXX 50 ETF (ASX: ESTX)

The Global X EURO STOXX 50 ETF (ESTX) provides a streamlined entry into the premier tier of the eurozone’s equity market. By tracking the EURO STOXX 50 Index, the fund invests in fifty leading blue-chip companies that represent the super-sector leaders of the region.

This portfolio includes globally recognised household brands such as LVMH, L’Oréal, and BMW, offering investors access to diversified revenue streams across nations like France, Italy, and the Netherlands. Unlike many broad European benchmarks, ESTX focuses exclusively on the eurozone, providing a distinct tactical allocation that excludes the United Kingdom and Switzerland.

With a free-float market capitalisation weighting and a strict ten per cent cap on individual stocks, the fund offers a balanced and high-quality exposure to large-capitalisation leaders. It serves as a robust core pillar for geographical diversification, capturing the economic strength of the world’s largest single currency bloc.

ESTX invests in 50 leading blue-chip super-sector leaders across the eurozone. ESTX aims to track, before fees and expenses, the performance of the EURO STOXX 50®  Index.

The Global X EURO STOXX 50 ETF (ESTX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the EURO STOXX 50® Index.

• The EURO STOXX 50® Index is designed to capture up to 60% of the total market capitalisation of the eurozone (as represented by the EURO STOXX TMI Supersector Index).
• Some of the world’s biggest household name brands, such as LVMH, L’Oreal and BMW, are listed in the Eurozone and have global revenue streams.
• Many European investments are dominated by the UK and Switzerland, which are outside the Eurozone. Meaning ESTX can offer diversified European exposure.

• ESTX holds the 50 companies that constitute the EURO STOXX 50® Index.
• It covers companies across the eurozone including France, Spain, Italy and the Netherlands.
• Companies are weighted by free-float market capitalisation.
• Individual stock weights are capped at 10%.
• The index constituents are reviewed on an annual basis in September and rebalanced quarterly

• A core exposure to Europe.
• As a tactical tilt towards the eurozone, excluding the UK.
• As a tactical tilt towards European large capitalisation companies.

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The issuer of units in Global X EURO STOXX 50 ETF (ESTX) ARSN: 612 529 576 is the responsible entity of the Fund, being Global X Management (AUS) Limited (AFSL 466778) (“Global X”). This document is issued by Global X Management (AUS) Limited (“Global X”) (Australian Financial Services Licence Number 466778, ACN 150 433 828) and Global X is solely responsible for its issue. This document may not be reproduced, distributed or published by any recipient for any purpose. Under no circumstances is this document to be used or considered as an offer to sell, or a solicitation of an offer to buy, any securities, investments or other financial instruments. Offers of interests in any retail product will only be made in, or accompanied by, a Product Disclosure Statement (PDS) which is available at www.globalxetfs.com.au. In respect of each retail product, Global X has prepared a target market determination (TMD) which describes the type of customers who the relevant retail product is likely to be appropriate for. The TMD also specifies distribution conditions and restrictions that will help ensure the relevant product is likely to reach customers in the target market. Each TMD is available at www.globalxetfs.com.au.

The information provided in this document is general in nature only and does not take into account your personal objectives, financial situations or needs. Before acting on any information in this document, you should consider the appropriateness of the information having regard to your objectives, financial situation or needs and consider seeking independent financial, legal, tax and other relevant advice having regard to your particular circumstances. Any investment decision should only be made after obtaining and considering the relevant PDS and TMD. Investments in any product issued by Global X are subject to investment risk, including possible delays in repayment and loss of income and principal invested. The value or return of an investment will fluctuate and an investor may lose some or all of their investment. Past performance is not a reliable indicator of future performance. The EURO STOXX 50® is the intellectual property (including registered trademarks) of STOXX Limited, Zurich, Switzerland (“STOXX”), Deutsche Börse Group or their licensors, which is used under license. EURO STOXX 50® is neither sponsored nor promoted, distributed or in any other manner supported by STOXX, Deutsche Börse Group or their licensors, research partners or data providers and STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not give any warranty, and exclude any liability (whether in negligence or otherwise) with respect thereto generally or specifically in relation to any errors, omissions or interruptions in the EURO STOXX 50® or its data.

Information current as at 21 February 2024.