Overview
- Type: Index Equity
- Typical # of Holdings: 30
- Inception: May 2023
-
Portfolio Manager:
UCITS ETF: IQ EQ Fund Management Limited
Managed Account: Catherine Wood - Analysts:
Strategy Description
This index-based equity strategy seeks to invest in the leading enabling companies that potentially stand to benefit from a transition to a more circular economy. These are companies that view the shift to a circular economy as a means of achieving truly sustainable growth by decoupling productive economic activities from the linear consumption of the Earth’s finite resources and thereby reducing pressure on our ecosystems and environment. This strategy tracks the Foxberry SMS Circular Economy Enablers Index, whose objective is to provide exposure to stocks of companies that see the transition to a circular economy as a pathway to more sustainable economic growth in a way that decouples economic growth from the linear use of the Earth’s finite resources and reduces pressure on the environment and our ecosystems.
Availability
Strategy | UCITS ETF | Managed Account |
Circular Economy |
The content presented does not constitute investment advice, should not be used as the basis for any investment decision, and does not purport to provide any legal, tax or accounting advice. Certain of the statements contained on this website may be statements of future expectations and other forward-looking statements that are based on ARK’s current views and assumptions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. There is no guarantee that ARK’s objectives will be achieved. Further, there is no assurance that any strategies, methods, sectors, or any investment programs herein were or will prove to be profitable, or that any investment recommendations or decisions we make in the future will be profitable for any investor or client. Professional money management is not suitable for all investors. For full disclosures, please go to our Terms & Conditions page.