EMQQ Emerging Markets Internet UCITS ETF - Accumulating

Issuer: HANetf

Asset Class: Equity

TER: 86bps

Trading Currency: GBX

Pays Income: False

Listing Date: 05 Oct 2018

Ticker: EMQP

ISIN: IE00BFYN8Y92

This investment strategy provides targeted exposure to the rapid expansion of the digital economy across developing nations. The core thesis is built upon the powerful structural trend of rising internet adoption and a growing middle class in emerging markets. As hundreds of millions of people gain online access for the first time, primarily through smartphones, their patterns of consumption, entertainment, and communication are fundamentally transformed. This digital shift fuels exponential growth in sectors like online retail, digital payments, social media, online gaming, and other internet-based services, creating a compelling opportunity for growth-oriented investors.

The portfolio is specifically designed to capture this dynamic by investing in companies that are leaders in the internet and e-commerce landscape of the emerging world. It focuses on businesses that generate a significant portion of their revenues from these digital activities. Unlike broad emerging market funds that may be heavily weighted towards state-owned enterprises or traditional sectors like financials and commodities, this approach offers pure-play exposure to the innovative, consumer-driven technology companies at the heart of the new economy. This includes well-known giants as well as next-generation innovators poised to become the dominant digital platforms in their respective regions.

By concentrating on the digital consumer, the fund taps directly into the domestic growth stories of these fast-developing economies. It offers a modern way to invest in the emerging market theme, focusing on the future of consumption rather than the industries of the past. For a diversified portfolio, it can act as a strategic satellite holding, providing access to a high-growth, thematic investment that is less correlated with the economic cycles of developed markets and positioned to benefit from one of the most significant economic transformations of the 21st century.