Global X S&P 500 High Yield Low Volatility ETF

The Global X S&P 500 High Yield Low Volatility ETF (ASX: ZYUS) invests in 50 of the highest dividend yielding equity securities from the S&P 500 Index while meeting diversification, volatility and tradability requirements.

ZYUS invests in 50 low volatility high dividend-paying companies from the S&P 500 Index which meet certain diversification and tradability criteria. ZYUS aims to track, before fees and expenses, the performance of the S&P 500 Low Volatility High Dividend Index. 

• ZYUS provides a unique US equity portfolio with different characteristics to an investment in the S&P 500. 
• The low volatility screening used in the index has historically resulted in more defensive sector allocation compared to the S&P 500. 

• ZYUS holds the 50 companies that constitute the S&P 500 Low Volatility High Dividend Index. 
• At each semi-annual rebalance the index identifies the top 75 high yielding companies from the S&P 500 and then selects the 50 least volatile of these for inclusion in the index. 
• Stocks are weighted in proportion to dividend yield.
• Individual stock weights are capped at 3% and sector weights are capped at 25% of the portfolio to ensure diversification across stocks and sectors.

• A core exposure to high yielding, low volatility US equities. 
• As a tactical tilt towards yield stocks. 
• To complement an existing exposure to broad-based US equities.

Click here to view our latest Performance.

The issuer of units in Global X S&P 500 High Yield Low Volatility ETF (ZYUS) ARSN: 605 617 687 is the responsible entity of the Fund, being Global X Management (AUS) Limited (AFSL 466778) ("Global X"). The product disclosure statement (PDS) for the Fund contains all of the details of the offer of units in the Fund. Copies of the PDS are available from Global X Management (AUS) Limited or 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. None of Global X, the group of companies which Mirae Asset Global Investments Co., Ltd is the parent, or their respective directors, employees or agents guarantees the performance of any products issued by Global X or the repayment of capital or any particular rate of return therefrom. 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. Global X Management (AUS) Limited is the issuer of units in Global X S&P 500 High Yield Low Volatility ETF. Standard & Poor’s S&P Indices are trademarks of Standard & Poor’s Financial Services LLC. “S&P”, as used in the term S&P 500, is a trademark of Standard & Poor’s Financial Services LLC (“S&P”) and has been licensed for use by Global X. Global X products are not sponsored, endorsed, sold, or promoted by S&P, and S&P does not make any representation regarding the advisability of investing in Global X products.

Information current as at 29 February 2024