Press Release: Global X Announces Permanent Management Fee Reductions on HFR, Emmx.u and Eafx.u ETFs

Dow Jones
10/09

TORONTO, Oct. 9, 2026 /CNW/ -- Global X Investments Canada Inc. ("Global X" or the "Manager") is announcing that effective today, it is permanently reducing the annual management fees for the Global X Active Ultra-Short Term Investment Grade Bond ETF ("HFR"), the Global X MSCI Emerging Markets Index ETF ("EMMX.U") and the Global X MSCI EAFE Index ETF ("EAFX.U").

Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)

The investment objective of HFR is to generate income that is consistent with prevailing Canadian short-term corporate bond yields while reducing the potential effects of Canadian interest rate fluctuations on HFR. HFR invests primarily in a portfolio of Canadian debt (including debt-like securities) directly, and hedges the portfolio's interest rate risk by maintaining a portfolio duration that is not more than one year. HFR may also invest directly in debt of U.S. companies, as well as indirectly through investments in securities of listed funds. HFR uses derivatives, including interest rate swaps, to deliver a floating rate of income.

Effective today, the annual Management Fee of HFR will be permanently reduced from 0.40% of the net asset value of the units of HFR, plus applicable sales tax, to 0.25% of the net asset value of the Units of HFR, plus applicable sales tax.

The Fee Reduction for HFR is further described in the table below:

 
ETF Name                   Ticker    Exchange   Previous     New Management 
                            Symbol               Management   Fee(1) effective 
                                                 Fee(1)       October 9, 2026 
Global X Active 
 Ultra-Short 
 Term Investment Grade 
 Bond 
 ETF                       HFR       TSX             0.40 %             0.25 % 
 
 
  (1) Plus applicable sales taxes 
 

"HFR is one of our largest and most popular fixed income mandates, with a track record spanning over fifteen years and a proud history of industry recognition for risk-adjusted performance from LSEG Lipper and Fundata, alongside a 5-star Morningstar Rating," said Erik Sloane, Executive Vice President, Head of Distribution at Global X. "Advisors and investors are looking for attractive income while reducing interest rate risk. That's where HFR can play an important role, combining actively managed corporate bonds with a floating-rate approach to limit the impact of rate changes. With interest rates increasing and fixed income securities returning to favour, we're making these changes proactively to the investor's benefit."

The ETF is sub-advised by Fiera Capital Corporation ("Fiera" or the "Sub-Advisor"), one of Canada's largest fixed income managers. The Sub-Advisor uses fundamental credit research to select securities of issuers that are believed to offer attractive risk adjusted returns.

The investment objectives, strategies, and existing name for HFR, as outlined in its prospectus, remain the same.

Global X MSCI Emerging Markets Index ETF (EMMX.U)

EMMX.U seeks to replicate, to the extent reasonably possible and net of expenses, the performance of an index that is designed to measure the performance of the large- and mid-cap securities across emerging market countries (currently, the MSCI Emerging Markets Index).

Effective today, the annual management fee of EMMX.U will be permanently reduced from 0.25% of the net asset value of the units of EMMX.U, plus applicable sales tax, to 0.17% of the net asset value of the units of EMMX.U, plus applicable sales tax. The Fee Reduction is also applicable to the Canadian dollar-denominated units, traded under the ticker symbol EMMX.

The Fee Reduction for EMMX.U is further described in the table below:

 
ETF Name   Ticker    Traded     Target     Exchange     Previous    New 
            Symbol    Currency   Exposure               Management  Management 
                                                        Fee(1) 
                                                                    Fee(1) 
                                                                    effective 
                                                                    October 9, 
                                                                    2026 
Global X 
 MSCI 
 Emerging                       MSCI 
 Markets                         Emerging 
 Index               Canadian    Markets   Cboe 
 ETF       EMMX       Dollar     Index      Canada          0.25 %      0.17 % 
 EMMX.U    U.S. Dollar 
 
 
  (1) Plus applicable sales tax 
 

The investment objectives, strategies, and existing name for EMMX.U, as outlined in its prospectus, remain the same.

Global X MSCI EAFE Index ETF (EAFX.U)

EAFX.U seeks to replicate, to the extent reasonably possible and net of expenses, the performance of an index that is designed to measure the performance of large and mid-cap securities across developed markets including countries in Europe, Australasia and the Far East, excluding the U.S. and Canada (currently, the MSCI EAFE Index).

Effective today, the annual management fee of EAFX.U will be permanently reduced from 0.20% of the net asset value of the units of EAFX.U, plus applicable sales tax, to 0.14% of the net asset value of the units of EAFX.U, plus applicable sales tax. The Fee Reduction is also applicable to the Canadian dollar-denominated units, traded under the ticker symbol EAFX.

The Fee Reduction for EAFX.U is further described in the table below:

 
ETF Name    Ticker    Traded     Target      Exchange   Previous    New 
             Symbol    Currency   Exposure              Management  Management 
                                                        Fee(1)      Fee(1) 
                                                                    effective 
                                                                    October 9, 
                                                                    2026 
Global X                         MSCI 
 MSCI EAFE            Canadian    EAFE       Cboe 
 Index ETF  EAFX       Dollar     Index       Canada        0.20 %      0.14 % 
 EAFX.U    U.S. Dollar 
 
 
(1) Plus applicable sales tax 
 

"Investors are taking a fresh look at how developed and emerging markets fit into the core of their portfolios, and EMMX and EAFX put that world of opportunity within reach," said Erik Sloane. "These reductions build on the fee reductions we announced and implemented last year for two other benchmark ETFs, including our S&P/TSX 60 and the Nasdaq-100 ETFs. Now, we are further extending our commitment to products tracking the MSCI Emerging Markets and MSCI EAFE indices. We are working hard to place Global X at the heart of Canadian investment portfolios, and we're backing that ambition with lower costs on the core exposures that investors and advisors count on."

The investment objectives, strategies, and existing name for EAFX.U, as outlined in its prospectus, remain the same.

About Global X Investments Canada Inc. (www.GlobalX.ca)

Global X Investments Canada Inc. is an innovative financial services company and offers one of the largest suites of exchange traded funds in Canada. The Global X Fund family includes a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. Global X has approximately $60 billion of assets under management and over 160 ETFs listed on major Canadian stock exchanges. Global X is a wholly owned subsidiary of the Mirae Asset Financial Group, which manages more than $1 trillion of assets across 21 countries and global markets around the world.

About Fiera Capital Corporation (www.fieracapital.com)

Fiera Capital Corporation ("Fiera") is a leading independent asset management firm with a growing global presence. Fiera delivers customized and multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia and the Middle East. Fiera's depth of expertise, diversified investment platform and commitment to delivering outstanding service are core to our mission of being at the forefront of investment management science to create sustainable wealth for clients. Fiera trades under the ticker FSZ on the Toronto Stock Exchange.

Commissions, management fees, and expenses all may be associated with an investment in products (the "Global X Funds") managed by Global X Investments Canada Inc. The Global X Funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain Global X Funds may have exposure to leveraged investment techniques that magnify gains and losses which may result in greater volatility in value and could be subject to aggressive investment risk and price volatility risk. Such risks are described in the prospectus. The Global X Money Market Funds are not covered by the Canada Deposit Insurance Corporation, the Federal Deposit Insurance Corporation, or any other government deposit insurer. There can be no assurances that the money market fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the Funds will be returned to you. Past performance may not be repeated. The prospectus contains important detailed information about the Global X Funds. Please read the relevant prospectus before investing.

The funds or securities referred to herein are not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such funds or securities or any index on which such funds or securities are based. The prospectus contains a more detailed description of the limited relationship MSCI has with Global X Investments Canada Inc. and any related funds.

LSEG Lipper Fund Awards, (c)2026 LSEG. All rights reserved. Used under license.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10