First Trust Alerian Disruptive Technology Real Estate UCITS ETF - Acc

Issuer: First Trust

Asset Class: Equity

TER: 60bps

Trading Currency: GBX

Pays Income: False

Listing Date: 01 Apr 2022

Ticker: DTRE

ISIN: IE000C75IMX8

This investment vehicle offers targeted exposure to the burgeoning international internet sector, providing a strategic alternative to the often US-dominated technology landscape. By focusing on the 40 largest and most actively traded internet companies outside the United States, the portfolio captures the growth of the digital economy across a diverse range of global markets. This approach allows investors to tap into the innovation and expansion of online businesses that are shaping consumer behavior and commerce in regions with unique demographic and economic drivers. The strategy is built on the premise that the next wave of internet-led growth will be significantly driven by non-US companies catering to local and regional markets.

The portfolio is geographically diversified, with significant allocations to companies in developed and emerging markets, including China, Japan, Germany, and Canada. This global footprint provides access to leaders in e-commerce, social networking, online travel, and digital entertainment that are household names in their respective regions. By investing in these international pioneers, investors can gain exposure to different regulatory environments and consumer preferences, potentially reducing concentration risk associated with a portfolio heavily weighted towards Silicon Valley. The fund provides a pure-play route to capitalizing on the structural shift towards digitalization across the globe, from Asia's massive mobile-first populations to Europe's established online marketplaces.

For investors seeking to enhance their portfolio with thematic growth opportunities, this fund can serve as a compelling satellite holding. It complements existing US technology exposure by providing access to a distinct set of high-growth companies. The product's structure as a physically replicated, UCITS-compliant fund ensures transparency and adheres to stringent European regulatory standards, offering a robust framework for accessing this dynamic and evolving investment theme.