Asset Allocation Suite
Done-for-you investing products that help make reaching your financial goals easier than ever.
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Smart Investing, Simplified.
With a single ETF, you gain access to a fully diversified portfolio at a competitive price. Explore our suite to find the right match for you.
Yield
Growth
40% Equity
60% Fixed Income
For investors looking for
Conservative Portfolio
Exposure to a conservative portfolio, diversified by asset classes and industry sectors
Monthly Income
Designed to deliver consistent income on a monthly basis
Diversified Exposure
Globally diversified equity exposure that can significantly enhance the growth potential of your investments.
Simplicity
Combining asset classes and strategies, making investing easier for you
Equity
40%
Fixed Income
60%
Risk Rating
Risk Rating is based on how much the ETF’s returns have changed from year to year. It doesn’t tell you how volatile the ETF will be in the future. The rating can change overtime. An ETF with a low risk rating can still lose money.Low to Medium
Management Fee
0.18%
(Plus applicable sales tax)
Annualized Distribution Yield
The most recent regular distribution (excluding additional year end distributions) annualized for frequency, divided by current NAVAs at December 11, 2024
2.55%
Distribution Frequency
Monthly
Yield
Growth
60% Equity
40% Fixed Income
For investors looking for
Balanced Portfolio
Exposure to a balanced portfolio, diversified by asset classes and industry sectors
Monthly Income
Designed to deliver consistent income on a monthly basis
Diversified Exposure
Globally diversified equity exposure that can significantly enhance the growth potential of your investments.
Simplicity
Combining asset classes and strategies, making investing easier for you
Equity
60%
Fixed Income
40%
Risk Rating
Risk Rating is based on how much the ETF’s returns have changed from year to year. It doesn’t tell you how volatile the ETF will be in the future. The rating can change overtime. An ETF with a low risk rating can still lose money.Low to Medium
Management Fee
0.18%
(Plus applicable sales tax)
Annualized Distribution Yield
The most recent regular distribution (excluding additional year end distributions) annualized for frequency, divided by current NAVAs at December 11, 2024
2.24%
Distribution Frequency
Monthly
Yield
Growth
80% Equity
20% Fixed Income
For investors looking for
Growth Portfolio
Exposure to a growth portfolio, diversified by asset classes and industry sectors
Monthly Income
Designed to deliver consistent income on a monthly basis
Diversified Exposure
Globally diversified equity exposure that can significantly enhance the growth potential of your investments.
Simplicity
Combining asset classes and strategies, making investing easier for you
Equity
80%
Fixed Income
20%
Risk Rating
Risk Rating is based on how much the ETF’s returns have changed from year to year. It doesn’t tell you how volatile the ETF will be in the future. The rating can change overtime. An ETF with a low risk rating can still lose money.Low to Medium
Management Fee
0.18%
(Plus applicable sales tax)
Annualized Distribution Yield
The most recent regular distribution (excluding additional year end distributions) annualized for frequency, divided by current NAVAs at December 11, 2024
1.87%
Distribution Frequency
Monthly
Yield
Growth
100% Equity
0% Fixed Income
For investors looking for
Growth Portfolio
Exposure to a growth portfolio, diversified by asset classes and industry sectors
Monthly Income
Designed to deliver consistent income on a monthly basis
Diversified Exposure
Globally diversified equity exposure that can significantly enhance the growth potential of your investments.
Simplicity
Combining asset classes and strategies, making investing easier for you
Equity
100%
Fixed Income
0%
Risk Rating
Risk Rating is based on how much the ETF’s returns have changed from year to year. It doesn’t tell you how volatile the ETF will be in the future. The rating can change overtime. An ETF with a low risk rating can still lose money.Medium
Management Fee
0.18%
(Plus applicable sales tax)
Annualized Distribution Yield
The most recent regular distribution (excluding additional year end distributions) annualized for frequency, divided by current NAVAs at December 11, 2024
1.62%
Distribution Frequency
Monthly
Yield
Growth
25% Leverage
100% Equity
For investors looking for
Enhanced Growth Portfolio
Access an all-equity portfolio that seeks growth and income enhancement
Monthly Income
Designed to deliver consistent income on a monthly basis
Diversified Exposure
Globally diversified equity exposure that can significantly enhance the growth potential of your investments.
Lightly Levered
A little leverage – 25% – can go a long way for your future
Equity
100%
Leverage
25%
Risk Rating
Risk Rating is based on how much the ETF’s returns have changed from year to year. It doesn’t tell you how volatile the ETF will be in the future. The rating can change overtime. An ETF with a low risk rating can still lose money.Medium
Management Fee
0.45%
(Plus applicable sales tax)
Annualized Distribution Yield
The most recent regular distribution (excluding additional year end distributions) annualized for frequency, divided by current NAVAs at December 11, 2024
1.70%
Distribution Frequency
Monthly
Yield
Growth
80% Equity
20% Fixed Income
For investors looking for
Enhanced Income Portfolio
Access an all-equity portfolio that seeks income enhancement
Monthly Income
Designed to deliver consistent income on a monthly basis
Diversified Exposure
Globally diversified equity exposure that can significantly enhance the growth potential of your investments.
Simplicity
Combining asset classes and strategies, making investing easier for you
Equity
80%
Fixed Income
20%
Risk Rating
Risk Rating is based on how much the ETF’s returns have changed from year to year. It doesn’t tell you how volatile the ETF will be in the future. The rating can change overtime. An ETF with a low risk rating can still lose money.Low to Medium
Management Fee
0.49%
(Plus applicable sales tax)
Annualized Distribution Yield
The most recent regular distribution (excluding additional year end distributions) annualized for frequency, divided by current NAVAs at December 11, 2024
8.02%
Distribution Frequency
Monthly
Yield
Growth
100% Equity
0% Fixed Income
For investors looking for
Enhanced Income Portfolio
Access an all-equity portfolio that seeks income enhancement
Monthly Income
Designed to deliver consistent income on a monthly basis
Diversified Exposure
Globally diversified equity exposure that can significantly enhance the growth potential of your investments.
Simplicity
Combining asset classes and strategies, making investing easier for you
Equity
100%
Fixed Income
0%
Risk Rating
Risk Rating is based on how much the ETF’s returns have changed from year to year. It doesn’t tell you how volatile the ETF will be in the future. The rating can change overtime. An ETF with a low risk rating can still lose money.Medium
Management Fee
0.49%
(Plus applicable sales tax)
Annualized Distribution Yield
The most recent regular distribution (excluding additional year end distributions) annualized for frequency, divided by current NAV
N/A (New ETF)
Distribution Frequency
Monthly
Yield
Growth
25% Leverage
100% Equity
For investors looking for
Enhanced Growth and Income Portfolio
Access an all-equity portfolio that seeks income enhancement
Monthly Income
Designed to deliver consistent income on a monthly basis
Diversified Exposure
Globally diversified equity exposure that can significantly enhance the growth potential of your investments.
Lightly Leveraged
A little leverage – 25% – can go a long way for your future
Equity
100%
Leverage
25%
Risk Rating
Risk Rating is based on how much the ETF’s returns have changed from year to year. It doesn’t tell you how volatile the ETF will be in the future. The rating can change overtime. An ETF with a low risk rating can still lose money.Medium
Management Fee
0.75%
(Plus applicable sales tax)
Annualized Distribution Yield
The most recent regular distribution (excluding additional year end distributions) annualized for frequency, divided by current NAVAs at December 11, 2024
10.87%
Distribution Frequency
Monthly
Diversified Portfolios at a Competitive Price
Global X is the only ETF provider in Canada offering Asset Allocation products with both Covered Call and Lightly Leveraged options, delivering distinct solutions for investors seeking enhanced income and growth opportunities.
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Frequently Asked Questions
When it comes to investing, there is a lot to unpack — explore how ETFs can help.
An Asset Allocation ETF combines different asset classes, such as stocks and bonds, in a single fund. This structure aims to offer a diversified portfolio that aligns with a specific risk level and is often managed to keep that balance over time.
While traditional ETFs typically focus on a single asset class or sector (such as Canadian equities or U.S. fixed income), Asset Allocation ETFs are designed as all-in-one portfolios. They combine multiple asset types to provide a well-rounded approach to diversification.
Selecting the right ETF depends on factors such as risk profile, investment goals, and time horizon. Investors with a conservative outlook may prefer ETFs with a higher allocation to bonds, while those seeking growth may choose ETFs with a higher allocation to equities. Reviewing the ETF’s expense ratio, holdings, and rebalancing policy is also essential.
Yes, many investors find Asset Allocation ETFs can serve as a complete, low-maintenance portfolio solution. By providing exposure to various asset classes, they simplify investing and reduce the need for selecting individual securities.
Asset Allocation ETFs make diversification and rebalancing effortless by automatically maintaining the asset mix. This can save time, minimize trading costs, and streamline portfolio management—an attractive choice for investors who prefer a “set-it-and-forget-it” approach.
These ETFs are generally managed to keep their allocation aligned with the target mix (e.g., 60% equities, and 40% fixed income). This automatic rebalancing means investors don’t need to manually adjust their portfolios as market conditions change.
Yes, Asset Allocation ETFs can be highly suitable for long-term strategies. They offer built-in diversification and automatic rebalancing, which helps investors maintain a stable investment approach throughout market cycles without needing frequent adjustments.
Yes, these ETFs can be held in both tax-advantaged accounts (like RRSPs or TFSAs) and taxable accounts. However, as they may generate taxable events, many investors choose to hold them in tax-sheltered accounts for greater tax efficiency.