Rize Global Sustainable Infrastructure UCITS ETF

Issuer: ARK Investment Management

Asset Class: Equity

TER: 45bps

Trading Currency: USD

Pays Income: False

Listing Date: 29 Aug 2023

Ticker: NFRA

ISIN: IE000QUCVEN9

The global economy is undergoing a monumental transition, driven by the urgent need to upgrade aging infrastructure and build new, sustainable systems to support a growing population. Factors such as decarbonization targets, increasing digitalization, and the physical risks of climate change are accelerating immense investment into resilient infrastructure. This creates a compelling, long-term structural growth opportunity for companies at the forefront of this evolution. This fund seeks to capture this opportunity by investing in firms that are developing and operating the essential assets for a sustainable future, moving beyond traditional infrastructure sectors to focus on the enablers of a green and connected world.

The portfolio provides targeted exposure to a diverse range of high-growth segments within the sustainable infrastructure theme. Key areas include renewable energy infrastructure, such as wind and solar power generation and grid modernization; digital infrastructure, encompassing 5G communication towers and energy-efficient data centers; and solutions for sustainable water and waste management, like advanced filtration and recycling technologies. The strategy focuses on identifying companies whose core business is aligned with these areas, ensuring a pure-play exposure to the most impactful and innovative players shaping the infrastructure of the 21st century. This diversified approach across key sustainable sectors aims to capture growth while mitigating concentration risk.

By investing in this theme, individuals can participate in a multi-decade megatrend that is fundamental to both global economic progress and environmental stewardship. The strategy offers a way to align an investment portfolio with critical UN Sustainable Development Goals, including those related to clean energy, industry innovation, and sustainable cities. It provides the potential for long-term capital appreciation by focusing on the foundational assets that will underpin a more efficient, resilient, and sustainable global economy for generations to come.