HFGMUnlimited HFGM Global Macro ETF
Seeks capital appreciation.
By Unlimited · Launched 2025
Annual Cost
1.01%
#5,411 of 6,040 · expensive
Fund Size
$151M
#2,712 of 6,040 · mid-size
Return (1Y)
+11.9%
Track Record
1 year
#4,257 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,290+12.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeStrategy
Tactical allocation
Holdings
By weightConcentration
Top 10 holdings = 76.8% of fundconcentrated
First American Government Obli
26.5%
Vanguard Emerging Markets Gove
24.8%
Invesco DB Base Metals Fund
8.3%
Vanguard FTSE Europe ETF
6.4%
iShares MSCI China ETF
3.5%
Vanguard Russell 2000 ETF
3.2%
N/ANXH6
1.7%
N/AGCJ6
1.0%
N/AADH6
0.7%
N/AMESH6
0.6%
Asset allocation
Stocks
85.8%
Other
79.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
23.4%High
Year-on-year price swings
Max drawdown
-15.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca, New York Stock Exchange
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio of long and short positions in broad-based ETFs and futures contracts to achieve capital appreciation. Targets volatility approximately twice that of the Global Macro sector, aiming to outperform hedge fund industry returns.
- Inception date
- April 14, 2025
- Fund family
- Unlimited
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18