EN DE
Contact Us
FairHorizon Red
R75-I

Global X Copper Miners UCITS ETF

Global developed and emerging market equities focusing on cooper mining related stocks. Passive tracker on Solactive Global Copper Miners v2 Index.

Das Family Office logo Download PDF

About the Fund

Data as of

Global X is a US-based ETF provider managing over US$115bn of AUM through a variety of ETFs covering thematic growth, income, international, core, commodities and alpha strategies. Global X was acquired by Mirae Asset Financial Group in 2018 and operates as a subsidiary.

The Global X Copper Miners UCITS ETF is a passive index solution that tracks the Solactive Global Copper Miners v2 Index using a full physical replication approach. The index tracks companies from developed and emerging markets with at least 30% revenues generated or expected to generate in copper mining and/or closely related activities (e.g. exploration or refining of copper). Companies need to have >$200m free float market cap with trading volume liquidity as defined by the index. The index has a constraint of min 20 and max 40 constituents, with 4.75% cap on single component weight. The ETF has ~40 holdings similar to the index.

Performance

Price Performance – Maximum Period

The FairHorizon Context

Investment-Time-Horizon in years

0 - 22 - 44 - 7 7 - 1010 - 1515+
Expected long-term return
2 - 4% p.a.
Expected volatility
3 - 5% p.a.

Building Block Returns

Global X Copper Miners UCITS ETF

Ann. return (3-year):
29.24%
Ann. return (5-year):
—
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
—

This ETF represents passive exposure to copper mining businesses from developed and emerging markets equities.

Benchmark Returns

SPDR MSCI All Country World UCITS ETF

Ann. return (3-year):
19.93%
Ann. return (5-year):
10.65%
Ann. return (10-year):
12.24%
Ann. Standard Deviation (5-year):
14.33%
Link to the Funds FairSheet

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Equity Fund

Ann. return (3-year):
17.79%
Ann. return (5-year):
9.56%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
14.96%
Link to the Funds FairSheet

The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.

SHARING OUR PASSION FOR INVESTMENTS FAIRSHEET™  Global X Copper Miners UCITS ETF  Page 1/2

Why we prefer this fund

Relevance of strategy

This ETF represents passive exposure to copper mining businesses from developed and emerging markets equities.

Liquidity

The ETF is listed on multiple Europe exchanges in various currencies.

Historical maximum drawdown & recovery time

Max drawdown (since inception)
-42.34%
Recovery Period
630 Days

Diversification

Top 10 Holdings

  • Teck Resources Ltd Class B5.25%
  • Hudbay Minerals Inc5.00%
  • KGHM Polska Miedz SA4.99%
  • BHP Group Ltd4.96%
  • Antofagasta PLC4.80%
  • Glencore PLC4.72%
  • Southern Copper Corp4.68%
  • Zijin Mining Group Co Ltd H Sh4.67%
  • Lundin Mining Corp4.56%
  • Sumitomo Metal Mining Co Ltd4.52%

Sectors

  • Materials99.29%
  • Cash0.71%

Geography

  • Canada37.01%
  • Australia11.96%
  • U.S.A.10.59%
  • China9.45%
  • Japan7.19%
  • Poland4.99%
  • Chile4.80%
  • Switzerland4.72%
  • Sweden4.34%
  • Germany2.97%
  • Cash0.71%
  • Others1.27%