Future of Defence UCITS ETF - Accumulating
| Issuer: HANetf |
| Asset Class: Equity |
| TER: 49bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 04 Jul 2023 |
| Ticker: NATO |
| ISIN: IE000OJ5TQP4 |
In response to escalating geopolitical tensions and a renewed global focus on national sovereignty, defence spending is experiencing a significant and sustained increase worldwide. Many nations, particularly within the NATO alliance, are accelerating efforts to meet or exceed the long-standing commitment to allocate 2% of their GDP to defence. This structural shift creates a powerful, long-term tailwind for companies operating within the global defence, aerospace, and cybersecurity sectors. This investment provides a way to gain exposure to this critical and growing industry, targeting firms that are positioned to benefit from increased military and security budgets across developed nations.
The strategy offers a comprehensive approach by investing in companies that are at the forefront of modern warfare and national security. The portfolio extends beyond traditional military hardware manufacturers to include innovators in next-generation defence technologies. This includes companies specializing in cybersecurity, which is crucial for protecting critical infrastructure and military networks; autonomous systems such as drones; and advanced satellite and communication technologies vital for modern intelligence and battlefield operations. By encompassing both established defence contractors and emerging technology leaders, the fund captures a broad spectrum of the industry's value chain.
This thematic investment focuses on the non-controversial aspects of defence, concentrating on companies that support national security interests and contribute to the technological advancement of military capabilities. It provides a targeted way to invest in the companies that form the backbone of Western defence infrastructure. For those looking to capitalize on the increasing global priority of security and defence, this product offers a diversified and relevant portfolio aligned with one of the most prominent macroeconomic trends of the current era.
